We are live on ! Find out more
LCTU icon

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
CW
51
CreativeOne Wealth
Kansas
$1.5M +$153K +2,185 +12%
OWCM
52
One Wealth Capital Management
Arizona
$1.4M -$37.4K -536 -3%
KPWS
53
Kestra Private Wealth Services
Texas
$1.34M +$628K +8,992 +95%
MW
54
Maia Wealth
Colorado
$1.33M +$52.8K +756 +4%
KFSC
55
Keystone Financial Services (Colorado)
Colorado
$1.3M +$16.7K +239 +1%
P
56
&Partners
Tennessee
$1.13M +$425K +6,087 +64%
LIA
57
LifePlan Investment Advisors
North Carolina
$1.12M -$19.1K -274 -2%
AI
58
Atria Investments
North Carolina
$1.06M +$147K +2,099 +17%
EWA
59
EverSource Wealth Advisors
Alabama
$1.02M -$48.6K -696 -5%
TF
60
Theory Financial
Colorado
$1.01M -$24.3K -348 -2%
OPWM
61
Oregon Pacific Wealth Management
Oregon
$955K -$23.2K -333 -2%
RFP
62
RCS Financial Planning
Maryland
$953K +$562K +8,044 +158%
EL
63
EQ LLC
Washington
$914K
CC
64
Copperleaf Capital
North Carolina
$876K -$29.3K -420 -3%
LWA
65
Lifelong Wealth Advisors
Minnesota
$844K +$4.12K +59 +0.5%
BFG
66
Buttonwood Financial Group
Missouri
$826K +$12.5K +179 +2%
CA
67
CoreCap Advisors
Michigan
$812K -$4.4K -63 -0.6%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$782K
UBS Group
69
UBS Group
Switzerland
$761K +$74.6K +1,069 +11%
VWM
70
Venturi Wealth Management
Texas
$761K -$19.1K -274 -3%
WFS
71
WealthGarden F.S.
California
$758K -$8.73K -125 -1%
SB
72
Strategic Blueprint
Georgia
$758K -$54.7K -783 -7%
GS
73
GTS Securities
New York
$730K -$404K -5,793 -37%
WWG
74
West Wealth Group
California
$726K -$1.26K -18 -0.2%
AG
75
Ascent Group
Virginia
$711K -$28.2K -404 -4%