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iShares U.S. Carbon Transition Readiness Aware Active ETF

172 hedge funds and large institutions have $1.22B 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

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

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
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.88M
SA
27
Sanctuary Advisors
Indiana
$3.72M
SWM
28
SigFig Wealth Management
California
$3.72M
BCI
29
Brinker Capital Investments
Pennsylvania
$3.55M
PWM
30
Perigon Wealth Management
California
$3.52M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.51M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.4M
MOS
33
MGO One Seven
Ohio
$3.01M
Cerity Partners
34
Cerity Partners
New York
$2.76M
NA
35
NewEdge Advisors
Louisiana
$2.53M
APW
36
Austin Private Wealth
Texas
$2.51M
MFG
37
Merit Financial Group
Georgia
$2.46M
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$2.34M
MPW
39
MA Private Wealth
California
$2.12M
HighTower Advisors
40
HighTower Advisors
Illinois
$1.97M
WIA
41
World Investment Advisors
California
$1.95M
RA
42
RFG Advisory
Alabama
$1.93M
FFA
43
Farther Finance Advisors
California
$1.87M
RIA
44
Regal Investment Advisors
Michigan
$1.84M
SWP
45
Sagespring Wealth Partners
Tennessee
$1.77M
ACA
46
Aptus Capital Advisors
Alabama
$1.77M
WA
47
Wealth Alliance
New York
$1.68M
SCA
48
Snowden Capital Advisors
New York
$1.66M
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.61M
Raymond James Financial
50
Raymond James Financial
Florida
$1.53M