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iShares U.S. Carbon Transition Readiness Aware Active ETF

169 hedge funds and large institutions have $1.22B 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, 63 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
TWP
76
Tempus Wealth Planning
California
$685K
CAL
77
Capital Analysts LLC
Pennsylvania
$678K
SPAS
78
Spectrum Planning & Advisory Services
California
$649K
WA
79
WBH Advisory
Maryland
$648K
HPM
80
Hoxton Planning & Management
West Virginia
$633K
BFG
81
Beacon Financial Group
Texas
$595K
GWP
82
Gen-Wealth Partners
Michigan
$586K
USCWA
83
U.S. Capital Wealth Advisors
Texas
$581K
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$575K
ZIM
85
Zacks Investment Management
Illinois
$569K
MWM
86
MBE Wealth Management
Wisconsin
$561K
TC
87
Trilogy Capital
California
$549K
CAAS
88
Capital Asset Advisory Services
Michigan
$548K
AWM
89
Axxcess Wealth Management
California
$548K
CIAS
90
CFS Investment Advisory Services
New Jersey
$548K
JC
91
JB Capital
Connecticut
$516K
CWS
92
Cypress Wealth Services
California
$515K
TWA
93
Talisman Wealth Advisors
New Jersey
$498K
DAS
94
Diversify Advisory Services
Utah
$490K
VHAM
95
Van Hulzen Asset Management
California
$484K
SA
96
Sovran Advisors
California
$466K
HI
97
Harbour Investments
Wisconsin
$462K
KIM
98
Kestra Investment Management
Texas
$462K
SAI
99
Savvy Advisors Inc
New York
$440K
GWP
100
Gateway Wealth Partners
Wisconsin
$436K