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iShares U.S. Carbon Transition Readiness Aware Active ETF

172 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, 65 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 funds holding

Funds holding:

less ownership

Funds ownership:

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
172
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
GWP
101
Gateway Wealth Partners
Wisconsin
$436K
BBA
102
Braun-Bostich & Associates
Pennsylvania
$428K
VBFP
103
Valtinson Bruner Financial Planning
Minnesota
$428K
CWM
104
Centurion Wealth Management
Virginia
$414K
HH
105
Hilltop Holdings
Texas
$403K
WI
106
WrapManager Inc
California
$400K
WS
107
Wedbush Securities
California
$397K
AWM
108
AE Wealth Management
Kansas
$397K
AQR Capital Management
109
AQR Capital Management
Connecticut
$392K
AWM
110
Apollon Wealth Management
South Carolina
$386K
TWCA
111
Two West Capital Advisors
Kansas
$384K
IWS
112
Insight Wealth Strategies
California
$371K
AIA
113
Ally Invest Advisors
North Carolina
$369K
FFN
114
Focus Financial Network
Minnesota
$353K
EPW
115
Endeavor Private Wealth
Kansas
$343K
SFG
116
Sovereign Financial Group
Connecticut
$340K
SMF
117
Sterling Manor Financial
New York
$331K
CIA
118
Concurrent Investment Advisors
Florida
$329K
HFA
119
High Falls Advisors
New York
$311K
Goldman Sachs
120
Goldman Sachs
New York
$304K
ATPW
121
Ashton Thomas Private Wealth
Arizona
$300K
JSW
122
Journey Strategic Wealth
New Jersey
$297K
JWA
123
JFS Wealth Advisors
Pennsylvania
$289K
BOH
124
Bank of Hawaii
Hawaii
$288K
IWM
125
IHT Wealth Management
Illinois
$286K