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BlackRock US Carbon Transition Readiness ETF

137 hedge funds and large institutions have $1.56B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
91
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
101
SVB Wealth
Massachusetts
$266K -$48.9K -935 -16%
IWS
102
Insight Wealth Strategies
California
$265K +$40.6K +776 +18%
CW
103
CreativeOne Wealth
Kansas
$264K +$23.6K +451 +10%
Comerica Bank
104
Comerica Bank
Texas
$259K +$63K +1,204 +32%
MLA
105
My Legacy Advisors
Oregon
$254K +$254K +4,841 New
CIAS
106
CFS Investment Advisory Services
New Jersey
$252K +$252K +4,819 New
JWA
107
JFS Wealth Advisors
Pennsylvania
$251K +$251K +4,802 New
SWM
108
Sugarloaf Wealth Management
Georgia
$246K
TWA
109
Talisman Wealth Advisors
New Jersey
$214K +$214K +4,090 New
CAAS
110
Capital Asset Advisory Services
Michigan
$201K +$201K +3,842 New
AWM
111
Axxcess Wealth Management
California
$201K +$201K +3,842 New
EWA
112
EverSource Wealth Advisors
Alabama
$141K +$13K +248 +10%
BlackRock
113
BlackRock
New York
$136K +$24.3K +465 +22%
AF
114
Advisornet Financial
Minnesota
$122K +$19.1K +364 +18%
OLVIG
115
Oliver Lagore Vanvalin Investment Group
Michigan
$121K +$27.5K +526 +29%
LFA
116
LGT Financial Advisors
Texas
$113K +$994 +19 +0.9%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$98.7K +$21.4K +409 +28%
OP
118
ORG Partners
Indiana
$80.3K +$27.8K +532 +53%
BCM
119
Bourgeon Capital Management
Connecticut
$59.1K +$6.02K +115 +11%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$47.1K +$30.1K +572 +176%
PS
121
Principal Securities
Iowa
$37.2K +$37.2K +711 New
NB
122
NBT Bank
New York
$28.2K +$28.2K +539 New
APC
123
Aspire Private Capital
North Carolina
$27.6K +$5.97K +114 +28%
GFPC
124
Global Financial Private Client
Florida
$26.7K +$11.4K +217 +74%
HCM
125
Hollencrest Capital Management
California
$26.2K