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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 (-$103M)

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
VPP
151
Vertex Planning Partners
Illinois
$227K
KAS
152
Kestra Advisory Services
Texas
$225K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$224K
DW30
154
Drucker Wealth 3.0
New Jersey
$217K
EFG
155
Ehrlich Financial Group
California
$211K
PGF
156
Plan Group Financial
Oklahoma
$207K
Legacy Financial Group (Iowa)
157
Legacy Financial Group (Iowa)
Iowa
$206K
FIM
158
Freedom Investment Management
Connecticut
$205K
JSW
159
Journey Strategic Wealth
New Jersey
$202K
PWA
160
Physician Wealth Advisors
Utah
$160K
Morgan Stanley
161
Morgan Stanley
New York
$159K
TFA
162
Transamerica Financial Advisors
Florida
$156K
BlackRock
163
BlackRock
New York
$134K
EWM
164
Evolution Wealth Management
Florida
$121K
BFP
165
Birchwood Financial Partners
Minnesota
$92K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$90.8K
EI
167
EFG International
$68K
GWANC
168
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K
WOSD
169
WFA of San Diego
California
$53.4K
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$51.8K
NB
171
NBT Bank
New York
$51.6K
NA
172
NewEdge Advisors
Louisiana
$40.5K
IA
173
IFP Advisors
Florida
$37.6K
WP
174
WealthShield Partners
North Carolina
$32.8K
BC
175
Barrett & Company
Rhode Island
$31.2K