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iShares U.S. Carbon Transition Readiness Aware Active ETF

200 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 35 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: $ → $

0.55% more ownership

Funds ownership: 88.89%89.44% (+0.55%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
200
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
MW
76
Maia Wealth
Colorado
$756K
HPM
77
Hoxton Planning & Management
West Virginia
$745K
WWG
78
West Wealth Group
California
$742K
WFS
79
WealthGarden F.S.
California
$728K
GWP
80
Gateway Wealth Partners
Wisconsin
$727K
SB
81
Strategic Blueprint
Georgia
$726K
CAL
82
Capital Analysts LLC
Pennsylvania
$708K
TWP
83
Tempus Wealth Planning
California
$700K
WA
84
WBH Advisory
Maryland
$666K
SPAS
85
Spectrum Planning & Advisory Services
California
$660K
CAAS
86
Capital Asset Advisory Services
Michigan
$617K
JMNC
87
J. Mark Nickell & Co
Tennessee
$609K
BFG
88
Beacon Financial Group
Texas
$608K
AWM
89
Axxcess Wealth Management
California
$607K
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$595K
USCWA
91
U.S. Capital Wealth Advisors
Texas
$593K
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$588K
ZIM
93
Zacks Investment Management
Illinois
$581K
TW
94
Traveka Wealth
California
$580K
MWM
95
MBE Wealth Management
Wisconsin
$570K
AG
96
Ascent Group
Virginia
$560K
AWM
97
AE Wealth Management
Kansas
$558K
GWP
98
Gen-Wealth Partners
Michigan
$555K
JC
99
JB Capital
Connecticut
$553K
TC
100
Trilogy Capital
California
$553K