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iShares U.S. Carbon Transition Readiness Aware Active ETF

200 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 35 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: $ → $

0.55% more ownership

Funds ownership: 88.89%89.44% (+0.55%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
200
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
CIAS
101
CFS Investment Advisory Services
New Jersey
$551K
UBS Group
102
UBS Group
Switzerland
$547K
AA
103
Armis Advisers
Georgia
$539K
CWS
104
Cypress Wealth Services
California
$522K
TWA
105
Talisman Wealth Advisors
New Jersey
$518K
BFG
106
Buttonwood Financial Group
Missouri
$501K
VHAM
107
Van Hulzen Asset Management
California
$494K
SAI
108
Savvy Advisors Inc
New York
$477K
KIM
109
Kestra Investment Management
Texas
$472K
SA
110
Sovran Advisors
California
$459K
CWM
111
Centurion Wealth Management
Virginia
$451K
VW
112
Vantus Wealth
Pennsylvania
$450K
BBA
113
Braun-Bostich & Associates
Pennsylvania
$429K
AQR Capital Management
114
AQR Capital Management
Connecticut
$413K
HH
115
Hilltop Holdings
Texas
$411K
DAS
116
Diversify Advisory Services
Utah
$406K
WI
117
WrapManager Inc
California
$404K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$404K
AWM
119
Apollon Wealth Management
South Carolina
$394K
WS
120
Wedbush Securities
California
$386K
IWS
121
Insight Wealth Strategies
California
$377K
TWCA
122
Two West Capital Advisors
Kansas
$376K
HI
123
Harbour Investments
Wisconsin
$373K
AIA
124
Ally Invest Advisors
North Carolina
$362K
FFN
125
Focus Financial Network
Minnesota
$358K