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iShares U.S. Carbon Transition Readiness Aware Active ETF

169 hedge funds and large institutions have $1.22B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$82.7K
TFA
152
Transamerica Financial Advisors
Florida
$78.5K
EWM
153
Evolution Wealth Management
Florida
$63.1K
NB
154
NBT Bank
New York
$53.4K
PS
155
Principal Securities
Iowa
$49.3K
WP
156
WealthShield Partners
North Carolina
$36.7K
CFD
157
Creative Financial Designs
Indiana
$36.4K
PWA
158
Physician Wealth Advisors
Utah
$35.6K
BC
159
Barrett & Company
Rhode Island
$32.3K
MG
160
Mather Group
Illinois
$24.7K
MIA
161
Milestone Investment Advisors
Wisconsin
$24.2K
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$23.6K
MCM
163
MAI Capital Management
Ohio
$22.3K
HDIM
164
Hanson & Doremus Investment Management
Vermont
$19K
AIC
165
Archer Investment Corporation
Indiana
$16.5K
CA
166
Clearstead Advisors
Ohio
$11.8K
GWSG
167
GPS Wealth Strategies Group
Colorado
$9.87K
SWP
168
Strategic Wealth Partners
Ohio
$5.85K
FS
169
Financially Speaking
Colorado
$4.36K
UBS AM
170
UBS AM
Illinois
MMA
171
Miracle Mile Advisors
California
DL
172
DOHJ LLC
Washington
SW
173
Simplicity Wealth
New Jersey
AA
174
Armis Advisers
Georgia
Citadel Advisors
175
Citadel Advisors
Florida