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iShares U.S. Carbon Transition Readiness Aware Active ETF

174 hedge funds and large institutions have $1.23B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.24B → $1.23B (-$17.9M)

6% less funds holding

Funds holding: 186174 (-12)

8.04% less ownership

Funds ownership: 96.93%88.89% (-8%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
65
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$4.48M +$120K +1,721 +3%
SPIA
27
Steward Partners Investment Advisory
New York
$3.88M -$94K -1,346 -2%
SWM
28
SigFig Wealth Management
California
$3.72M -$24.7K -354 -0.7%
BCI
29
Brinker Capital Investments
Pennsylvania
$3.55M +$599K +8,587 +21%
PWM
30
Perigon Wealth Management
California
$3.52M +$229K +3,275 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.51M +$842K +12,069 +33%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.4M -$53.3K -764 -2%
MOS
33
MGO One Seven
Ohio
$3.01M -$112K -1,598 -4%
Cerity Partners
34
Cerity Partners
New York
$2.76M +$146K +2,095 +6%
NA
35
NewEdge Advisors
Louisiana
$2.53M -$118K -1,694 -5%
APW
36
Austin Private Wealth
Texas
$2.51M +$230K +3,292 +11%
MFG
37
Merit Financial Group
Georgia
$2.46M +$175K +2,503 +8%
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$2.34M -$109K -1,565 -5%
MPW
39
MA Private Wealth
California
$2.12M -$64.8K -928 -3%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.97M -$19.1K -274 -1%
WIA
41
World Investment Advisors
California
$1.95M +$25.1K +359 +1%
RA
42
RFG Advisory
Alabama
$1.93M -$72K -1,032 -4%
FFA
43
Farther Finance Advisors
California
$1.87M +$279K +3,990 +18%
RIA
44
Regal Investment Advisors
Michigan
$1.84M -$34.4K -493 -2%
SWP
45
Sagespring Wealth Partners
Tennessee
$1.77M +$133K +1,909 +8%
ACA
46
Aptus Capital Advisors
Alabama
$1.77M -$1.26K -18 -0.1%
WA
47
Wealth Alliance
New York
$1.68M -$466K -6,681 -22%
SCA
48
Snowden Capital Advisors
New York
$1.66M +$25.8K +370 +2%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.61M
Raymond James Financial
50
Raymond James Financial
Florida
$1.53M +$842K +12,057 +133%