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iShares U.S. Carbon Transition Readiness Aware Active ETF

197 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 34 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: $ → $

0.45% more ownership

Funds ownership: 88.89%89.34% (+0.45%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
197
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
CWM
126
Curtis Wealth Management
Nevada
$345K
HP
127
Holistic Planning
Texas
$341K
ACM
128
Absolute Capital Management
Pennsylvania
$338K
SMF
129
Sterling Manor Financial
New York
$331K
EPW
130
Endeavor Private Wealth
Kansas
$325K
UWM
131
Urban Wealth Management
California
$318K
HFA
132
High Falls Advisors
New York
$317K
VBFP
133
Valtinson Bruner Financial Planning
Minnesota
$312K
TPWA
134
Twin Peaks Wealth Advisors
California
$311K
Goldman Sachs
135
Goldman Sachs
New York
$310K
NS
136
Northland Securities
Minnesota
$306K
ATPW
137
Ashton Thomas Private Wealth
Arizona
$306K
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$301K
JWA
139
JFS Wealth Advisors
Pennsylvania
$292K
IWM
140
IHT Wealth Management
Illinois
$291K
AWA
141
Alta Wealth Advisors
Massachusetts
$285K
WHCI
142
W.H. Cornerstone Investments
Massachusetts
$283K
MWM
143
Meridian Wealth Management
Kentucky
$273K
CAG
144
Csenge Advisory Group
Florida
$270K
Comerica Bank
145
Comerica Bank
Texas
$267K
GSWM
146
Golden State Wealth Management
California
$262K
GA
147
Goldstein Advisors
Wisconsin
$258K
MA
148
MKT Advisors
California
$253K
PIA
149
Perennial Investment Advisors
California
$250K
EWA
150
Emergent Wealth Advisors
New York
$249K