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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

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 89.46%88.75% (-0.71%)

3% less funds holding

Funds holding: 202195 (-7)

8% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$99.7M)

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 97

Holders
195
Holders Change
-7
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$1.61M -$91.2K -1,241 -5%
Raymond James Financial
52
Raymond James Financial
Florida
$1.61M -$171K -2,333 -9%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.6M +$31.5K +429 +2%
SCA
54
Snowden Capital Advisors
New York
$1.58M -$24.5K -334 -1%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$1.56M
RIA
56
Regal Investment Advisors
Michigan
$1.54M -$185K -2,515 -10%
WA
57
Wealth Alliance
New York
$1.43M -$156K -2,117 -9%
CW
58
CreativeOne Wealth
Kansas
$1.38M -$81.6K -1,110 -5%
KPWS
59
Kestra Private Wealth Services
Texas
$1.28M -$139K -1,893 -9%
SA
60
Skyline Advisors
Washington
$1.26M +$1.32M +17,960 New
OWCM
61
One Wealth Capital Management
Arizona
$1.23M -$94.4K -1,285 -7%
SAI
62
Savvy Advisors Inc
New York
$1.21M +$798K +10,864 +169%
RFP
63
RCS Financial Planning
Maryland
$1.15M -$116K -1,578 -9%
DWM
64
Diversify Wealth Management
Utah
$1.13M +$59.1K +804 +6%
KFSC
65
Keystone Financial Services (Colorado)
Colorado
$1.1M -$144K -1,954 -11%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$541K +7,366 +93%
AI
67
Atria Investments
North Carolina
$1.06M -$17K -231 -1%
LIA
68
LifePlan Investment Advisors
North Carolina
$1.06M -$113K -1,535 -9%
LWA
69
Lifelong Wealth Advisors
Minnesota
$1.04M +$14.8K +201 +1%
NG
70
Navigation Group
California
$993K +$1.04M +14,154 New
P
71
&Partners
Tennessee
$991K -$61.9K -842 -6%
EL
72
EQ LLC
Washington
$961K +$103K +1,407 +11%
EWA
73
EverSource Wealth Advisors
Alabama
$942K -$79.5K -1,082 -7%
TF
74
Theory Financial
Colorado
$917K -$84.3K -1,148 -8%
BFA
75
Brendel Financial Advisors
New Hampshire
$916K +$959K +13,056 New