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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
MA
151
MKT Advisors
California
$253K
PIA
152
Perennial Investment Advisors
California
$250K
EWA
153
Emergent Wealth Advisors
New York
$249K
VPP
154
Vertex Planning Partners
Illinois
$241K
DW30
155
Drucker Wealth 3.0
New Jersey
$232K
JSW
156
Journey Strategic Wealth
New Jersey
$231K
FIM
157
Freedom Investment Management
Connecticut
$230K
FPW
158
Fairvoy Private Wealth
Alabama
$212K
KFG
159
Kelly Financial Group
Connecticut
$211K
EFG
160
Ehrlich Financial Group
California
$210K
GRP
161
Global Retirement Partners
California
$193K
RF
162
Rossby Financial
Florida
$174K
Bessemer Group
163
Bessemer Group
New Jersey
$160K
BlackRock
164
BlackRock
New York
$152K
KAS
165
Kestra Advisory Services
Texas
$139K
FHA
166
Flagship Harbor Advisors
Massachusetts
$126K
EWM
167
Evolution Wealth Management
Florida
$125K
TFA
168
Transamerica Financial Advisors
Florida
$123K
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$102K
Morgan Stanley
170
Morgan Stanley
New York
$100K
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$97.5K
BFP
172
Birchwood Financial Partners
Minnesota
$97.2K
Bank of America
173
Bank of America
North Carolina
$72.8K
AAP
174
Arax Advisory Partners
Colorado
$58.3K
WOSD
175
WFA of San Diego
California
$56.5K