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iShares U.S. Carbon Transition Readiness Aware Active ETF

197 hedge funds and large institutions have $1.27B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.45% more ownership

Funds ownership: 88.89%89.34% (+0.45%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
UBS Group
101
UBS Group
Switzerland
$547K
CWS
102
Cypress Wealth Services
California
$522K
TWA
103
Talisman Wealth Advisors
New Jersey
$518K
BFG
104
Buttonwood Financial Group
Missouri
$501K
VHAM
105
Van Hulzen Asset Management
California
$494K
SAI
106
Savvy Advisors Inc
New York
$477K
KIM
107
Kestra Investment Management
Texas
$472K
SA
108
Sovran Advisors
California
$459K
CWM
109
Centurion Wealth Management
Virginia
$451K
VW
110
Vantus Wealth
Pennsylvania
$450K
BBA
111
Braun-Bostich & Associates
Pennsylvania
$429K
AQR Capital Management
112
AQR Capital Management
Connecticut
$413K
HH
113
Hilltop Holdings
Texas
$411K
DAS
114
Diversify Advisory Services
Utah
$406K
WI
115
WrapManager Inc
California
$404K
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$404K
AWM
117
Apollon Wealth Management
South Carolina
$394K
WS
118
Wedbush Securities
California
$386K
IWS
119
Insight Wealth Strategies
California
$377K
TWCA
120
Two West Capital Advisors
Kansas
$376K
HI
121
Harbour Investments
Wisconsin
$373K
AIA
122
Ally Invest Advisors
North Carolina
$362K
FFN
123
Focus Financial Network
Minnesota
$358K
GFA
124
Godfrey Financial Associates
New York
$350K
SFG
125
Sovereign Financial Group
Connecticut
$347K