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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

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 89.46%88.75% (-0.71%)

3% less funds holding

Funds holding: 202195 (-7)

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
-7
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
151
Goldstein Advisors
Wisconsin
$239K -$4.85K -66 -2%
RF
152
Rossby Financial
Florida
$238K +$74.5K +1,014 +43%
VPP
153
Vertex Planning Partners
Illinois
$227K -$1.1K -15 -0.5%
KAS
154
Kestra Advisory Services
Texas
$225K +$97.8K +1,331 +71%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$224K +$234K +3,188 New
DW30
156
Drucker Wealth 3.0
New Jersey
$217K -$3.6K -49 -2%
EFG
157
Ehrlich Financial Group
California
$211K +$12.9K +175 +6%
PGF
158
Plan Group Financial
Oklahoma
$207K +$217K +2,950 New
Legacy Financial Group (Iowa)
159
Legacy Financial Group (Iowa)
Iowa
$206K +$215K +2,931 New
FIM
160
Freedom Investment Management
Connecticut
$205K -$14.3K -194 -6%
JSW
161
Journey Strategic Wealth
New Jersey
$202K -$17.6K -240 -8%
PWA
162
Physician Wealth Advisors
Utah
$160K +$132K +1,803 +378%
Morgan Stanley
163
Morgan Stanley
New York
$159K +$66.9K +910 +67%
TFA
164
Transamerica Financial Advisors
Florida
$156K +$41.7K +567 +34%
BlackRock
165
BlackRock
New York
$134K -$9.99K -136 -7%
EWM
166
Evolution Wealth Management
Florida
$121K +$2.5K +34 +2%
BFP
167
Birchwood Financial Partners
Minnesota
$92K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$90.8K -$1.69K -23 -2%
EI
169
EFG International
$68K +$71.3K +970 New
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K +$65.8K +896 New
WOSD
171
WFA of San Diego
California
$53.4K
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$51.8K
NB
173
NBT Bank
New York
$51.6K +$48.6K +662 +895%
IA
174
IFP Advisors
Florida
$37.6K +$33.5K +456 +570%
WP
175
WealthShield Partners
North Carolina
$32.8K -$2.5K -34 -7%