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iShares U.S. Carbon Transition Readiness Aware Active ETF

169 hedge funds and large institutions have $1.22B 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, 63 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
101
Braun-Bostich & Associates
Pennsylvania
$428K
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$428K
CWM
103
Centurion Wealth Management
Virginia
$414K
HH
104
Hilltop Holdings
Texas
$403K
WI
105
WrapManager Inc
California
$400K
WS
106
Wedbush Securities
California
$397K
AWM
107
AE Wealth Management
Kansas
$397K
AQR Capital Management
108
AQR Capital Management
Connecticut
$392K
AWM
109
Apollon Wealth Management
South Carolina
$386K
TWCA
110
Two West Capital Advisors
Kansas
$384K
IWS
111
Insight Wealth Strategies
California
$371K
AIA
112
Ally Invest Advisors
North Carolina
$369K
FFN
113
Focus Financial Network
Minnesota
$353K
EPW
114
Endeavor Private Wealth
Kansas
$343K
SFG
115
Sovereign Financial Group
Connecticut
$340K
SMF
116
Sterling Manor Financial
New York
$331K
CIA
117
Concurrent Investment Advisors
Florida
$329K
HFA
118
High Falls Advisors
New York
$311K
Goldman Sachs
119
Goldman Sachs
New York
$304K
ATPW
120
Ashton Thomas Private Wealth
Arizona
$300K
JSW
121
Journey Strategic Wealth
New Jersey
$297K
JWA
122
JFS Wealth Advisors
Pennsylvania
$289K
BOH
123
Bank of Hawaii
Hawaii
$288K
IWM
124
IHT Wealth Management
Illinois
$286K
Comerica Bank
125
Comerica Bank
Texas
$285K