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iShares U.S. Carbon Transition Readiness Aware Active ETF

174 hedge funds and large institutions have $1.23B 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, 65 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 funds holding

Funds holding:

less ownership

Funds ownership:

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
174
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
Wells Fargo
151
Wells Fargo
California
$89.1K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$82.7K
TFA
153
Transamerica Financial Advisors
Florida
$78.5K
EWM
154
Evolution Wealth Management
Florida
$63.1K
WOSD
155
WFA of San Diego
California
$55.3K
NB
156
NBT Bank
New York
$53.4K
PS
157
Principal Securities
Iowa
$49.3K
WP
158
WealthShield Partners
North Carolina
$36.7K
CFD
159
Creative Financial Designs
Indiana
$36.4K
PWA
160
Physician Wealth Advisors
Utah
$35.6K
KG
161
Kilter Group
New York
$33K
BC
162
Barrett & Company
Rhode Island
$32.3K
MG
163
Mather Group
Illinois
$24.7K
MIA
164
Milestone Investment Advisors
Wisconsin
$24.2K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$23.6K
MCM
166
MAI Capital Management
Ohio
$22.3K
HDIM
167
Hanson & Doremus Investment Management
Vermont
$19K
AIC
168
Archer Investment Corporation
Indiana
$16.5K
CA
169
Clearstead Advisors
Ohio
$11.8K
GWSG
170
GPS Wealth Strategies Group
Colorado
$9.87K
SWP
171
Strategic Wealth Partners
Ohio
$5.85K
IA
172
IFP Advisors
Florida
$5.81K
FS
173
Financially Speaking
Colorado
$4.36K
AF
174
Allworth Financial
California
$2.08K
UBS AM
175
UBS AM
Illinois