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iShares U.S. Carbon Transition Readiness Aware Active ETF

174 hedge funds and large institutions have $1.23B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.24B → $1.23B (-$17.9M)

6% less funds holding

Funds holding: 186174 (-12)

8.04% less ownership

Funds ownership: 96.93%88.89% (-8%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
65
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$285K -$5.79K -83 -2%
TCA
127
Transcend Capital Advisors
New Jersey
$282K -$4.12K -59 -1%
SAW
128
Signal Advisors Wealth
Michigan
$279K +$268K +3,841 New
WHCI
129
W.H. Cornerstone Investments
Massachusetts
$278K +$698 +10 +0.3%
FIM
130
Freedom Investment Management
Connecticut
$276K -$295K -4,224 -53%
MWM
131
Meridian Wealth Management
Kentucky
$267K +$140 +2 +0.1%
CAG
132
Csenge Advisory Group
Florida
$265K -$22.5K -322 -8%
GSWM
133
Golden State Wealth Management
California
$259K -$1.05K -15 -0.4%
TPWA
134
Twin Peaks Wealth Advisors
California
$258K -$46.4K -665 -16%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$255K +$245K +3,506 New
GA
136
Goldstein Advisors
Wisconsin
$253K -$5.93K -85 -2%
MA
137
MKT Advisors
California
$247K +$70 +1 +0%
TW
138
Traveka Wealth
California
$242K +$233K +3,341 New
EWA
139
Emergent Wealth Advisors
New York
$242K -$22.8K -326 -9%
VPP
140
Vertex Planning Partners
Illinois
$239K -$489 -7 -0.2%
PIA
141
Perennial Investment Advisors
California
$239K -$1.26K -18 -0.5%
DW30
142
Drucker Wealth 3.0
New Jersey
$228K -$4.96K -71 -2%
FPW
143
Fairvoy Private Wealth
Alabama
$208K +$200K +2,867 New
KFG
144
Kelly Financial Group
Connecticut
$205K +$197K +2,826 New
GRP
145
Global Retirement Partners
California
$181K -$49.4K -707 -22%
Bank of America
146
Bank of America
North Carolina
$177K +$171K +2,444 New
RF
147
Rossby Financial
Florida
$172K
BlackRock
148
BlackRock
New York
$149K -$2.44K -35 -2%
Morgan Stanley
149
Morgan Stanley
New York
$112K +$23.7K +340 +28%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$101K -$6.49K -93 -6%