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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 (-$103M)

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
CPG
76
Cornerstone Planning Group
New Jersey
$811K
AWA
77
Asempa Wealth Advisors
Louisiana
$807K
HPM
78
Hoxton Planning & Management
West Virginia
$778K
SVWAG
79
Sound View Wealth Advisors Group
Georgia
$753K
VWM
80
Venturi Wealth Management
Texas
$742K
HF
81
HRT Financial
New York
$737K
WWG
82
West Wealth Group
California
$706K
TWP
83
Tempus Wealth Planning
California
$660K
OPWM
84
Oregon Pacific Wealth Management
Oregon
$653K
WFS
85
WealthGarden F.S.
California
$637K
SB
86
Strategic Blueprint
Georgia
$636K
BFG
87
Beacon Financial Group
Texas
$616K
CAAS
88
Capital Asset Advisory Services
Michigan
$612K
WA
89
WBH Advisory
Maryland
$612K
CAL
90
Capital Analysts LLC
Pennsylvania
$611K
AA
91
Armis Advisers
Georgia
$610K
SPAS
92
Spectrum Planning & Advisory Services
California
$590K
TC
93
Trilogy Capital
California
$583K
JMNC
94
J. Mark Nickell & Co
Tennessee
$576K
UBS Group
95
UBS Group
Switzerland
$572K
TW
96
Traveka Wealth
California
$560K
CWS
97
Cypress Wealth Services
California
$560K
ZIM
98
Zacks Investment Management
Illinois
$550K
CIAS
99
CFS Investment Advisory Services
New Jersey
$548K
MWM
100
MBE Wealth Management
Wisconsin
$537K