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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
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

Top Buyers

1 +$4.87M
2 +$3.06M
3 +$2.75M
4
Cerity Partners
Cerity Partners
New York
+$2.12M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M

Top Sellers

1 -$24M
2 -$7.44M
3 -$3.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.85M
5
PAS
Park Avenue Securities
New York
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CoreCap Advisors
Michigan
$886K
CPG
77
Cornerstone Planning Group
New Jersey
$811K
AWA
78
Asempa Wealth Advisors
Louisiana
$807K
HPM
79
Hoxton Planning & Management
West Virginia
$778K
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$753K
VWM
81
Venturi Wealth Management
Texas
$742K
HF
82
HRT Financial
New York
$737K
WWG
83
West Wealth Group
California
$706K
TWP
84
Tempus Wealth Planning
California
$660K
OPWM
85
Oregon Pacific Wealth Management
Oregon
$653K
CWM
86
Contango Wealth Management
California
$649K
WFS
87
WealthGarden F.S.
California
$637K
SB
88
Strategic Blueprint
Georgia
$636K
BFG
89
Beacon Financial Group
Texas
$616K
CAAS
90
Capital Asset Advisory Services
Michigan
$612K
WA
91
WBH Advisory
Maryland
$612K
CAL
92
Capital Analysts LLC
Pennsylvania
$611K
AA
93
Armis Advisers
Georgia
$610K
SPAS
94
Spectrum Planning & Advisory Services
California
$590K
TC
95
Trilogy Capital
California
$583K
JMNC
96
J. Mark Nickell & Co
Tennessee
$576K
UBS Group
97
UBS Group
Switzerland
$572K
TW
98
Traveka Wealth
California
$560K
CWS
99
Cypress Wealth Services
California
$560K
ZIM
100
Zacks Investment Management
Illinois
$550K