LCTU icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$103M)

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 97

Holders
195
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

Top Buyers

1 +$4.87M
2 +$3.06M
3 +$2.75M
4
Cerity Partners
Cerity Partners
New York
+$2.12M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M

Top Sellers

1 -$24M
2 -$7.44M
3 -$3.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.85M
5
PAS
Park Avenue Securities
New York
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
Ally Invest Advisors
North Carolina
$346K
WS
127
Wedbush Securities
California
$331K
GFA
128
Godfrey Financial Associates
New York
$328K
GFL
129
GTS FINANCIAL, LLC
Minnesota
$314K
SFG
130
Sovereign Financial Group
Connecticut
$311K
CWM
131
Curtis Wealth Management
Nevada
$297K
ACM
132
Absolute Capital Management
Pennsylvania
$291K
TPWA
133
Twin Peaks Wealth Advisors
California
$291K
NS
134
Northland Securities
Minnesota
$290K
SMF
135
Sterling Manor Financial
New York
$280K
BOH
136
Bank of Hawaii
Hawaii
$279K
UWM
137
Urban Wealth Management
California
$278K
VBFP
138
Valtinson Bruner Financial Planning
Minnesota
$275K
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$270K
PIA
140
Perennial Investment Advisors
California
$262K
CAG
141
Csenge Advisory Group
Florida
$260K
GSWM
142
Golden State Wealth Management
California
$259K
WHCI
143
W.H. Cornerstone Investments
Massachusetts
$258K
JWCA
144
J.W. Cole Advisors
Florida
$258K
MWM
145
Meridian Wealth Management
Kentucky
$258K
AQR Capital Management
146
AQR Capital Management
Connecticut
$253K
JWA
147
JFS Wealth Advisors
Pennsylvania
$249K
MA
148
MKT Advisors
California
$241K
GA
149
Goldstein Advisors
Wisconsin
$239K
RF
150
Rossby Financial
Florida
$238K