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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
CA
76
CoreCap Advisors
Michigan
$886K +$17K +232 +2%
CPG
77
Cornerstone Planning Group
New Jersey
$811K +$761K +10,359 +6,906%
AWA
78
Asempa Wealth Advisors
Louisiana
$807K -$73 -1 -0%
HPM
79
Hoxton Planning & Management
West Virginia
$778K +$76.3K +1,038 +10%
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$753K -$2.2K -30 -0.3%
VWM
81
Venturi Wealth Management
Texas
$742K +$588 +8 +0.1%
HF
82
HRT Financial
New York
$737K +$773K +10,516 New
WWG
83
West Wealth Group
California
$706K +$4.19K +57 +0.6%
TWP
84
Tempus Wealth Planning
California
$660K -$3.01K -41 -0.4%
OPWM
85
Oregon Pacific Wealth Management
Oregon
$653K -$91K -1,238 -12%
CWM
86
Contango Wealth Management
California
$649K +$680K +9,257 New
WFS
87
WealthGarden F.S.
California
$637K -$45.9K -625 -6%
SB
88
Strategic Blueprint
Georgia
$636K -$53.7K -731 -7%
BFG
89
Beacon Financial Group
Texas
$616K +$42.9K +584 +7%
CAAS
90
Capital Asset Advisory Services
Michigan
$612K -$12.7K -173 -2%
WA
91
WBH Advisory
Maryland
$612K -$24.5K -333 -4%
CAL
92
Capital Analysts LLC
Pennsylvania
$611K -$61.6K -839 -9%
AA
93
Armis Advisers
Georgia
$610K
SPAS
94
Spectrum Planning & Advisory Services
California
$590K -$35.9K -489 -5%
TC
95
Trilogy Capital
California
$583K +$62K +844 +11%
JMNC
96
J. Mark Nickell & Co
Tennessee
$576K
UBS Group
97
UBS Group
Switzerland
$572K +$56.9K +775 +10%
TW
98
Traveka Wealth
California
$560K +$12K +164 +2%
CWS
99
Cypress Wealth Services
California
$560K +$68.8K +937 +13%
ZIM
100
Zacks Investment Management
Illinois
$550K