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iShares U.S. Carbon Transition Readiness Aware Active ETF

174 hedge funds and large institutions have $1.23B 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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.24B → $1.23B (-$17.9M)

6% less funds holding

Funds holding: 186174 (-12)

8.04% less ownership

Funds ownership: 96.93%88.89% (-8%)

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
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
65
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gateway Wealth Partners
Wisconsin
$436K -$628 -9 -0.1%
BBA
102
Braun-Bostich & Associates
Pennsylvania
$428K -$13.1K -188 -3%
VBFP
103
Valtinson Bruner Financial Planning
Minnesota
$428K +$47.3K +678 +13%
CWM
104
Centurion Wealth Management
Virginia
$414K +$1.33K +19 +0.3%
HH
105
Hilltop Holdings
Texas
$403K -$23.1K -331 -6%
WI
106
WrapManager Inc
California
$400K +$3.21K +46 +0.8%
WS
107
Wedbush Securities
California
$397K
AWM
108
AE Wealth Management
Kansas
$397K +$84.7K +1,213 +29%
AQR Capital Management
109
AQR Capital Management
Connecticut
$392K +$377K +5,401 New
AWM
110
Apollon Wealth Management
South Carolina
$386K +$38K +544 +11%
TWCA
111
Two West Capital Advisors
Kansas
$384K -$6.77K -97 -2%
IWS
112
Insight Wealth Strategies
California
$371K -$9.84K -141 -3%
AIA
113
Ally Invest Advisors
North Carolina
$369K +$31.3K +448 +10%
FFN
114
Focus Financial Network
Minnesota
$353K
EPW
115
Endeavor Private Wealth
Kansas
$343K +$768 +11 +0.2%
SFG
116
Sovereign Financial Group
Connecticut
$340K +$22.5K +322 +7%
SMF
117
Sterling Manor Financial
New York
$331K
CIA
118
Concurrent Investment Advisors
Florida
$329K +$15.8K +227 +5%
HFA
119
High Falls Advisors
New York
$311K +$5.65K +81 +2%
Goldman Sachs
120
Goldman Sachs
New York
$304K -$38.5K -552 -12%
ATPW
121
Ashton Thomas Private Wealth
Arizona
$300K -$489 -7 -0.2%
JSW
122
Journey Strategic Wealth
New Jersey
$297K -$41.3K -592 -13%
JWA
123
JFS Wealth Advisors
Pennsylvania
$289K -$21.1K -302 -7%
BOH
124
Bank of Hawaii
Hawaii
$288K +$277K +3,974 New
IWM
125
IHT Wealth Management
Illinois
$286K +$12.8K +183 +5%