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iShares U.S. Carbon Transition Readiness Aware Active ETF

172 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, 65 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 funds holding

Funds holding:

less ownership

Funds ownership:

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
172
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
Mariner
76
Mariner
Kansas
$691K
TWP
77
Tempus Wealth Planning
California
$685K
CAL
78
Capital Analysts LLC
Pennsylvania
$678K
SPAS
79
Spectrum Planning & Advisory Services
California
$649K
WA
80
WBH Advisory
Maryland
$648K
HPM
81
Hoxton Planning & Management
West Virginia
$633K
BFG
82
Beacon Financial Group
Texas
$595K
GWP
83
Gen-Wealth Partners
Michigan
$586K
USCWA
84
U.S. Capital Wealth Advisors
Texas
$581K
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$575K
ZIM
86
Zacks Investment Management
Illinois
$569K
MWM
87
MBE Wealth Management
Wisconsin
$561K
TC
88
Trilogy Capital
California
$549K
AWM
89
Axxcess Wealth Management
California
$548K
CAAS
90
Capital Asset Advisory Services
Michigan
$548K
CIAS
91
CFS Investment Advisory Services
New Jersey
$548K
JC
92
JB Capital
Connecticut
$516K
CWS
93
Cypress Wealth Services
California
$515K
TWA
94
Talisman Wealth Advisors
New Jersey
$498K
DAS
95
Diversify Advisory Services
Utah
$490K
VHAM
96
Van Hulzen Asset Management
California
$484K
SA
97
Sovran Advisors
California
$466K
HI
98
Harbour Investments
Wisconsin
$462K
KIM
99
Kestra Investment Management
Texas
$462K
SAI
100
Savvy Advisors Inc
New York
$440K