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iShares U.S. Carbon Transition Readiness Aware Active ETF

172 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, 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
172
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
NB
155
NBT Bank
New York
$53.4K
PS
156
Principal Securities
Iowa
$49.3K
WP
157
WealthShield Partners
North Carolina
$36.7K
CFD
158
Creative Financial Designs
Indiana
$36.4K
PWA
159
Physician Wealth Advisors
Utah
$35.6K
BC
160
Barrett & Company
Rhode Island
$32.3K
MG
161
Mather Group
Illinois
$24.7K
MIA
162
Milestone Investment Advisors
Wisconsin
$24.2K
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$23.6K
MCM
164
MAI Capital Management
Ohio
$22.3K
HDIM
165
Hanson & Doremus Investment Management
Vermont
$19K
AIC
166
Archer Investment Corporation
Indiana
$16.5K
CA
167
Clearstead Advisors
Ohio
$11.8K
GWSG
168
GPS Wealth Strategies Group
Colorado
$9.87K
IA
169
IFP Advisors
Florida
$5.85K
SWP
170
Strategic Wealth Partners
Ohio
$5.85K
FS
171
Financially Speaking
Colorado
$4.36K
AF
172
Allworth Financial
California
$2.08K
UBS AM
173
UBS AM
Illinois
MMA
174
Miracle Mile Advisors
California
DL
175
DOHJ LLC
Washington