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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
HighTower Advisors
51
HighTower Advisors
Illinois
$1.65M
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$1.65M
CW
53
CreativeOne Wealth
Kansas
$1.54M
CIA
54
Concurrent Investment Advisors
Florida
$1.51M
KPWS
55
Kestra Private Wealth Services
Texas
$1.49M
RFP
56
RCS Financial Planning
Maryland
$1.33M
KFSC
57
Keystone Financial Services (Colorado)
Colorado
$1.3M
OWCM
58
One Wealth Capital Management
Arizona
$1.29M
LIA
59
LifePlan Investment Advisors
North Carolina
$1.24M
AIM
60
Archer Investment Management
Texas
$1.19M
OCA
61
OpenArc Corporate Advisory
Georgia
$1.19M
AI
62
Atria Investments
North Carolina
$1.14M
P
63
&Partners
Tennessee
$1.11M
LWA
64
Lifelong Wealth Advisors
Minnesota
$1.09M
EWA
65
EverSource Wealth Advisors
Alabama
$1.08M
TF
66
Theory Financial
Colorado
$1.07M
DWM
67
Diversify Wealth Management
Utah
$1.06M
Mariner
68
Mariner
Kansas
$960K
CA
69
CoreCap Advisors
Michigan
$913K
EL
70
EQ LLC
Washington
$911K
AWA
71
Asempa Wealth Advisors
Louisiana
$846K
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$817K
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$797K
VWM
74
Venturi Wealth Management
Texas
$783K
OPWM
75
Oregon Pacific Wealth Management
Oregon
$781K