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iShares U.S. Carbon Transition Readiness Aware Active ETF

195 hedge funds and large institutions have $1.17B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 97 reducing their positions, and 18 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:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$99.7M)

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 97

Holders
195
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

Top Buyers

1 +$4.87M
2 +$3.06M
3 +$2.75M
4
Cerity Partners
Cerity Partners
New York
+$2.12M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M

Top Sellers

1 -$24M
2 -$7.44M
3 -$3.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.85M
5
PAS
Park Avenue Securities
New York
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
CFS Investment Advisory Services
New Jersey
$548K
MWM
102
MBE Wealth Management
Wisconsin
$537K
USCWA
103
U.S. Capital Wealth Advisors
Texas
$516K
GWP
104
Gen-Wealth Partners
Michigan
$503K
MW
105
Maia Wealth
Colorado
$501K
AG
106
Ascent Group
Virginia
$481K
JC
107
JB Capital
Connecticut
$453K
TWA
108
Talisman Wealth Advisors
New Jersey
$434K
SA
109
Sovran Advisors
California
$434K
EPW
110
Endeavor Private Wealth
Kansas
$431K
IWM
111
IHT Wealth Management
Illinois
$431K
HI
112
Harbour Investments
Wisconsin
$428K
VHAM
113
Van Hulzen Asset Management
California
$426K
CWM
114
Centurion Wealth Management
Virginia
$424K
KIM
115
Kestra Investment Management
Texas
$403K
Mariner
116
Mariner
Kansas
$398K
AWM
117
AE Wealth Management
Kansas
$396K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$382K
AIM
119
Advyzon Investment Management
Illinois
$382K
BBA
120
Braun-Bostich & Associates
Pennsylvania
$381K
BFG
121
Buttonwood Financial Group
Missouri
$366K
ATPW
122
Ashton Thomas Private Wealth
Arizona
$363K
FFN
123
Focus Financial Network
Minnesota
$363K
AWM
124
Apollon Wealth Management
South Carolina
$362K
IWS
125
Insight Wealth Strategies
California
$360K