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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

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 89.46%88.75% (-0.71%)

3% less funds holding

Funds holding: 202195 (-7)

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
-7
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
CFS Investment Advisory Services
New Jersey
$548K -$19.6K -267 -4%
MWM
102
MBE Wealth Management
Wisconsin
$537K -$2.87K -39 -0.5%
USCWA
103
U.S. Capital Wealth Advisors
Texas
$516K -$47.9K -652 -8%
GWP
104
Gen-Wealth Partners
Michigan
$503K -$23.6K -321 -4%
MW
105
Maia Wealth
Colorado
$501K -$231K -3,149 -31%
AG
106
Ascent Group
Virginia
$481K -$51.4K -700 -9%
JC
107
JB Capital
Connecticut
$453K -$74.7K -1,017 -14%
TWA
108
Talisman Wealth Advisors
New Jersey
$434K -$55.8K -759 -11%
SA
109
Sovran Advisors
California
$434K -$34.2K -466 -8%
EPW
110
Endeavor Private Wealth
Kansas
$431K +$130K +1,766 +40%
IWM
111
IHT Wealth Management
Illinois
$431K +$163K +2,220 +57%
HI
112
Harbour Investments
Wisconsin
$428K +$78.2K +1,065 +21%
VHAM
113
Van Hulzen Asset Management
California
$426K -$44.1K -600 -9%
CWM
114
Centurion Wealth Management
Virginia
$424K -$2.35K -32 -0.5%
KIM
115
Kestra Investment Management
Texas
$403K -$45.9K -625 -10%
Mariner
116
Mariner
Kansas
$398K -$535K -7,280 -56%
AWM
117
AE Wealth Management
Kansas
$396K -$139K -1,886 -25%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$382K +$147 +2 +0%
AIM
119
Advyzon Investment Management
Illinois
$382K +$400K +5,448 New
BBA
120
Braun-Bostich & Associates
Pennsylvania
$381K -$26.5K -361 -6%
BFG
121
Buttonwood Financial Group
Missouri
$366K -$104K -1,416 -21%
ATPW
122
Ashton Thomas Private Wealth
Arizona
$363K +$76.9K +1,047 +25%
FFN
123
Focus Financial Network
Minnesota
$363K +$25.3K +344 +7%
AWM
124
Apollon Wealth Management
South Carolina
$362K -$10.9K -148 -3%
IWS
125
Insight Wealth Strategies
California
$360K +$3.16K +43 +0.8%