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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

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 (-$99.7M)

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
HP
126
Holistic Planning
Texas
$355K
WI
127
WrapManager Inc
California
$354K
AIA
128
Ally Invest Advisors
North Carolina
$346K
WS
129
Wedbush Securities
California
$331K
GFA
130
Godfrey Financial Associates
New York
$328K
GF
131
GTS Financial
Minnesota
$314K
SFG
132
Sovereign Financial Group
Connecticut
$311K
CWM
133
Curtis Wealth Management
Nevada
$297K
ACM
134
Absolute Capital Management
Pennsylvania
$291K
TPWA
135
Twin Peaks Wealth Advisors
California
$291K
NS
136
Northland Securities
Minnesota
$290K
SMF
137
Sterling Manor Financial
New York
$280K
BOH
138
Bank of Hawaii
Hawaii
$279K
UWM
139
Urban Wealth Management
California
$278K
VBFP
140
Valtinson Bruner Financial Planning
Minnesota
$275K
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$270K
PIA
142
Perennial Investment Advisors
California
$262K
CAG
143
Csenge Advisory Group
Florida
$260K
GSWM
144
Golden State Wealth Management
California
$259K
WHCI
145
W.H. Cornerstone Investments
Massachusetts
$258K
JWCA
146
J.W. Cole Advisors
Florida
$258K
MWM
147
Meridian Wealth Management
Kentucky
$258K
AQR Capital Management
148
AQR Capital Management
Connecticut
$253K
JWA
149
JFS Wealth Advisors
Pennsylvania
$249K
MA
150
MKT Advisors
California
$241K