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iShares U.S. Carbon Transition Readiness Aware Active ETF

200 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 35 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: $ → $

0.55% more ownership

Funds ownership: 88.89%89.44% (+0.55%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
200
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
GFA
126
Godfrey Financial Associates
New York
$350K
SFG
127
Sovereign Financial Group
Connecticut
$347K
CWM
128
Curtis Wealth Management
Nevada
$345K
HP
129
Holistic Planning
Texas
$341K
ACM
130
Absolute Capital Management
Pennsylvania
$338K
SMF
131
Sterling Manor Financial
New York
$331K
EPW
132
Endeavor Private Wealth
Kansas
$325K
UWM
133
Urban Wealth Management
California
$318K
HFA
134
High Falls Advisors
New York
$317K
VBFP
135
Valtinson Bruner Financial Planning
Minnesota
$312K
TPWA
136
Twin Peaks Wealth Advisors
California
$311K
Goldman Sachs
137
Goldman Sachs
New York
$310K
NS
138
Northland Securities
Minnesota
$306K
ATPW
139
Ashton Thomas Private Wealth
Arizona
$306K
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$301K
BOH
141
Bank of Hawaii
Hawaii
$294K
JWA
142
JFS Wealth Advisors
Pennsylvania
$292K
IWM
143
IHT Wealth Management
Illinois
$291K
AWA
144
Alta Wealth Advisors
Massachusetts
$285K
WHCI
145
W.H. Cornerstone Investments
Massachusetts
$283K
MWM
146
Meridian Wealth Management
Kentucky
$273K
CAG
147
Csenge Advisory Group
Florida
$270K
Comerica Bank
148
Comerica Bank
Texas
$267K
GSWM
149
Golden State Wealth Management
California
$262K
GA
150
Goldstein Advisors
Wisconsin
$258K