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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
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

Top Buyers

1 +$4.87M
2 +$3.06M
3 +$2.75M
4
Cerity Partners
Cerity Partners
New York
+$2.12M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M

Top Sellers

1 -$24M
2 -$7.44M
3 -$3.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.85M
5
PAS
Park Avenue Securities
New York
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
151
Goldstein Advisors
Wisconsin
$239K
RF
152
Rossby Financial
Florida
$238K
VPP
153
Vertex Planning Partners
Illinois
$227K
KAS
154
Kestra Advisory Services
Texas
$225K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$224K
DW30
156
Drucker Wealth 3.0
New Jersey
$217K
EFG
157
Ehrlich Financial Group
California
$211K
PGF
158
Plan Group Financial
Oklahoma
$207K
Legacy Financial Group (Iowa)
159
Legacy Financial Group (Iowa)
Iowa
$206K
FIM
160
Freedom Investment Management
Connecticut
$205K
JSW
161
Journey Strategic Wealth
New Jersey
$202K
PWA
162
Physician Wealth Advisors
Utah
$160K
Morgan Stanley
163
Morgan Stanley
New York
$159K
TFA
164
Transamerica Financial Advisors
Florida
$156K
BlackRock
165
BlackRock
New York
$134K
EWM
166
Evolution Wealth Management
Florida
$121K
BFP
167
Birchwood Financial Partners
Minnesota
$92K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$90.8K
EI
169
EFG International
$68K
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K
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
IA
174
IFP Advisors
Florida
$37.6K
WP
175
WealthShield Partners
North Carolina
$32.8K