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iShares U.S. Carbon Transition Readiness Aware Active ETF

197 hedge funds and large institutions have $1.27B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.45% more ownership

Funds ownership: 88.89%89.34% (+0.45%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.25M
PWM
27
Perigon Wealth Management
California
$3.99M
SPIA
28
Steward Partners Investment Advisory
New York
$3.87M
SWM
29
SigFig Wealth Management
California
$3.79M
BCI
30
Brinker Capital Investments
Pennsylvania
$3.74M
DWA
31
Davis Wealth Advisors
New Hampshire
$3.51M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.34M
MFG
33
Merit Financial Group
Georgia
$3.28M
Osaic Holdings
34
Osaic Holdings
Arizona
$3.09M
MOS
35
MGO One Seven
Ohio
$3.04M
NA
36
NewEdge Advisors
Louisiana
$2.68M
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.47M
APW
38
Austin Private Wealth
Texas
$2.47M
ISFAN
39
Investor's Fiduciary Advisor Network
Washington
$2.45M
Cerity Partners
40
Cerity Partners
New York
$2.37M
MPW
41
MA Private Wealth
California
$2.16M
WIA
42
World Investment Advisors
California
$2.13M
FFA
43
Farther Finance Advisors
California
$1.98M
RA
44
RFG Advisory
Alabama
$1.97M
Raymond James Financial
45
Raymond James Financial
Florida
$1.87M
RIA
46
Regal Investment Advisors
Michigan
$1.81M
ACA
47
Aptus Capital Advisors
Alabama
$1.81M
SWP
48
Sagespring Wealth Partners
Tennessee
$1.79M
SCA
49
Snowden Capital Advisors
New York
$1.7M
WA
50
Wealth Alliance
New York
$1.67M