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iShares U.S. Carbon Transition Readiness Aware Active ETF

169 hedge funds and large institutions have $1.22B 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, 63 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
TCA
126
Transcend Capital Advisors
New Jersey
$282K
SAW
127
Signal Advisors Wealth
Michigan
$279K
WHCI
128
W.H. Cornerstone Investments
Massachusetts
$278K
FIM
129
Freedom Investment Management
Connecticut
$276K
MWM
130
Meridian Wealth Management
Kentucky
$267K
CAG
131
Csenge Advisory Group
Florida
$265K
GSWM
132
Golden State Wealth Management
California
$259K
TPWA
133
Twin Peaks Wealth Advisors
California
$258K
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$255K
GA
135
Goldstein Advisors
Wisconsin
$253K
MA
136
MKT Advisors
California
$247K
TW
137
Traveka Wealth
California
$242K
EWA
138
Emergent Wealth Advisors
New York
$242K
VPP
139
Vertex Planning Partners
Illinois
$239K
PIA
140
Perennial Investment Advisors
California
$239K
DW30
141
Drucker Wealth 3.0
New Jersey
$228K
FPW
142
Fairvoy Private Wealth
Alabama
$208K
KFG
143
Kelly Financial Group
Connecticut
$205K
GRP
144
Global Retirement Partners
California
$181K
Bank of America
145
Bank of America
North Carolina
$177K
RF
146
Rossby Financial
Florida
$172K
BlackRock
147
BlackRock
New York
$149K
Morgan Stanley
148
Morgan Stanley
New York
$112K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$101K
Wells Fargo
150
Wells Fargo
California
$89.1K