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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 (-$99.7M)

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
SWP
51
Sagespring Wealth Partners
Tennessee
$1.61M
Raymond James Financial
52
Raymond James Financial
Florida
$1.61M
HighTower Advisors
53
HighTower Advisors
Illinois
$1.6M
SCA
54
Snowden Capital Advisors
New York
$1.58M
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$1.56M
RIA
56
Regal Investment Advisors
Michigan
$1.54M
WA
57
Wealth Alliance
New York
$1.43M
CW
58
CreativeOne Wealth
Kansas
$1.38M
KPWS
59
Kestra Private Wealth Services
Texas
$1.28M
SA
60
Skyline Advisors
Washington
$1.26M
OWCM
61
One Wealth Capital Management
Arizona
$1.23M
SAI
62
Savvy Advisors Inc
New York
$1.21M
RFP
63
RCS Financial Planning
Maryland
$1.15M
DWM
64
Diversify Wealth Management
Utah
$1.13M
KFSC
65
Keystone Financial Services (Colorado)
Colorado
$1.1M
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M
AI
67
Atria Investments
North Carolina
$1.06M
LIA
68
LifePlan Investment Advisors
North Carolina
$1.06M
LWA
69
Lifelong Wealth Advisors
Minnesota
$1.04M
NG
70
Navigation Group
California
$993K
P
71
&Partners
Tennessee
$991K
EL
72
EQ LLC
Washington
$961K
EWA
73
EverSource Wealth Advisors
Alabama
$942K
TF
74
Theory Financial
Colorado
$917K
BFA
75
Brendel Financial Advisors
New Hampshire
$916K