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iShares U.S. Carbon Transition Readiness Aware Active ETF

195 hedge funds and large institutions have $1.17B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 97 reducing their positions, and 18 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$103M)

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 97

Holders
195
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

Top Buyers

1 +$4.87M
2 +$3.06M
3 +$2.75M
4
Cerity Partners
Cerity Partners
New York
+$2.12M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M

Top Sellers

1 -$24M
2 -$7.44M
3 -$3.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.85M
5
PAS
Park Avenue Securities
New York
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$4.26M
SHJ
27
Sharkey, Howes & Javer
Colorado
$3.99M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.92M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.86M
PWM
30
Perigon Wealth Management
California
$3.75M
MFG
31
Merit Financial Group
Georgia
$3.72M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.7M
SPIA
33
Steward Partners Investment Advisory
New York
$3.69M
SWM
34
SigFig Wealth Management
California
$3.3M
BCI
35
Brinker Capital Investments
Pennsylvania
$3.29M
MOS
36
MGO One Seven
Ohio
$3.16M
DWA
37
Davis Wealth Advisors
New Hampshire
$3.11M
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.85M
GS
39
GTS Securities
New York
$2.62M
Osaic Holdings
40
Osaic Holdings
Arizona
$2.46M
ISFAN
41
Investor's Fiduciary Advisor Network
Washington
$2.17M
FFA
42
Farther Finance Advisors
California
$2.14M
GWP
43
Gateway Wealth Partners
Wisconsin
$2.09M
MPW
44
MA Private Wealth
California
$2.04M
WIA
45
World Investment Advisors
California
$1.99M
CIA
46
Concurrent Investment Advisors
Florida
$1.88M
RA
47
RFG Advisory
Alabama
$1.68M
ACA
48
Aptus Capital Advisors
Alabama
$1.66M
OCA
49
OpenArc Corporate Advisory
Georgia
$1.62M
SWP
50
Sagespring Wealth Partners
Tennessee
$1.61M