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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 (-$103M)

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
USCWA
101
U.S. Capital Wealth Advisors
Texas
$516K
GWP
102
Gen-Wealth Partners
Michigan
$503K
MW
103
Maia Wealth
Colorado
$501K
AG
104
Ascent Group
Virginia
$481K
JC
105
JB Capital
Connecticut
$453K
TWA
106
Talisman Wealth Advisors
New Jersey
$434K
SA
107
Sovran Advisors
California
$434K
EPW
108
Endeavor Private Wealth
Kansas
$431K
IWM
109
IHT Wealth Management
Illinois
$431K
HI
110
Harbour Investments
Wisconsin
$428K
VHAM
111
Van Hulzen Asset Management
California
$426K
CWM
112
Centurion Wealth Management
Virginia
$424K
KIM
113
Kestra Investment Management
Texas
$403K
Mariner
114
Mariner
Kansas
$398K
AWM
115
AE Wealth Management
Kansas
$396K
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$382K
AIM
117
Advyzon Investment Management
Illinois
$382K
BBA
118
Braun-Bostich & Associates
Pennsylvania
$381K
BFG
119
Buttonwood Financial Group
Missouri
$366K
ATPW
120
Ashton Thomas Private Wealth
Arizona
$363K
FFN
121
Focus Financial Network
Minnesota
$363K
AWM
122
Apollon Wealth Management
South Carolina
$362K
IWS
123
Insight Wealth Strategies
California
$360K
HP
124
Holistic Planning
Texas
$355K
WI
125
WrapManager Inc
California
$354K