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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

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 89.46%88.75% (-0.71%)

3% less funds holding

Funds holding: 202195 (-7)

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
-7
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
126
Holistic Planning
Texas
$355K +$34K +463 +10%
WI
127
WrapManager Inc
California
$354K -$29.9K -407 -7%
AIA
128
Ally Invest Advisors
North Carolina
$346K +$3.23K +44 +0.9%
WS
129
Wedbush Securities
California
$331K -$35.7K -486 -9%
GFA
130
Godfrey Financial Associates
New York
$328K -$3.38K -46 -1%
GF
131
GTS Financial
Minnesota
$314K +$380K +5,178 New
SFG
132
Sovereign Financial Group
Connecticut
$311K -$19K -258 -6%
CWM
133
Curtis Wealth Management
Nevada
$297K -$27K -367 -8%
ACM
134
Absolute Capital Management
Pennsylvania
$291K -$30.3K -413 -9%
TPWA
135
Twin Peaks Wealth Advisors
California
$291K +$1.03K +14 +0.3%
NS
136
Northland Securities
Minnesota
$290K
SMF
137
Sterling Manor Financial
New York
$280K -$35.7K -486 -11%
BOH
138
Bank of Hawaii
Hawaii
$279K
UWM
139
Urban Wealth Management
California
$278K -$24.8K -338 -8%
VBFP
140
Valtinson Bruner Financial Planning
Minnesota
$275K -$21.1K -287 -7%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$270K -$16K -218 -5%
PIA
142
Perennial Investment Advisors
California
$262K +$26.9K +366 +11%
CAG
143
Csenge Advisory Group
Florida
$260K +$5.07K +69 +2%
GSWM
144
Golden State Wealth Management
California
$259K +$10.9K +148 +4%
WHCI
145
W.H. Cornerstone Investments
Massachusetts
$258K -$10.1K -138 -4%
JWCA
146
J.W. Cole Advisors
Florida
$258K +$271K +3,683 New
MWM
147
Meridian Wealth Management
Kentucky
$258K
AQR Capital Management
148
AQR Capital Management
Connecticut
$253K -$144K -1,959 -35%
JWA
149
JFS Wealth Advisors
Pennsylvania
$249K -$29.1K -396 -10%
MA
150
MKT Advisors
California
$241K