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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
Mariner
76
Mariner
Kansas
$691K -$157K -2,242 -19%
TWP
77
Tempus Wealth Planning
California
$685K -$419 -6 -0.1%
CAL
78
Capital Analysts LLC
Pennsylvania
$678K +$59.2K +848 +10%
SPAS
79
Spectrum Planning & Advisory Services
California
$649K +$419 +6 +0.1%
WA
80
WBH Advisory
Maryland
$648K -$10.8K -154 -2%
HPM
81
Hoxton Planning & Management
West Virginia
$633K +$26.7K +383 +5%
BFG
82
Beacon Financial Group
Texas
$595K -$489 -7 -0.1%
GWP
83
Gen-Wealth Partners
Michigan
$586K +$8.66K +124 +2%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$581K -$11K -157 -2%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$575K -$8.66K -124 -2%
ZIM
86
Zacks Investment Management
Illinois
$569K
MWM
87
MBE Wealth Management
Wisconsin
$561K -$83.6K -1,198 -13%
TC
88
Trilogy Capital
California
$549K -$40.1K -575 -7%
AWM
89
Axxcess Wealth Management
California
$548K +$47.1K +675 +10%
CAAS
90
Capital Asset Advisory Services
Michigan
$548K +$47.1K +675 +10%
CIAS
91
CFS Investment Advisory Services
New Jersey
$548K -$3.63K -52 -0.7%
JC
92
JB Capital
Connecticut
$516K -$12.1K -173 -2%
CWS
93
Cypress Wealth Services
California
$515K +$12.6K +180 +3%
TWA
94
Talisman Wealth Advisors
New Jersey
$498K +$3.77K +54 +0.8%
DAS
95
Diversify Advisory Services
Utah
$490K -$223K -3,197 -33%
VHAM
96
Van Hulzen Asset Management
California
$484K -$24.4K -350 -5%
SA
97
Sovran Advisors
California
$466K +$16.4K +235 +4%
HI
98
Harbour Investments
Wisconsin
$462K -$13.8K -197 -3%
KIM
99
Kestra Investment Management
Texas
$462K -$309K -4,432 -41%
SAI
100
Savvy Advisors Inc
New York
$440K -$7.4K -106 -2%