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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

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 89.46%88.75% (-0.71%)

3% less funds holding

Funds holding: 202195 (-7)

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
-7
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Barrett & Company
Rhode Island
$31.2K
CYG
177
Clean Yield Group
Vermont
$29.2K
KG
178
Kilter Group
New York
$28.4K -$1.76K -24 -6%
CFD
179
Creative Financial Designs
Indiana
$28.3K
WG
180
Wellington Group
Indiana
$26.8K +$28.1K +382 New
Wells Fargo
181
Wells Fargo
California
$25.4K
MIA
182
Milestone Investment Advisors
Wisconsin
$23.4K
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$22.8K
MG
184
Mather Group
Illinois
$22.5K +$23.6K +321 New
MCM
185
MAI Capital Management
Ohio
$21.5K
HDIM
186
Hanson & Doremus Investment Management
Vermont
$19K
AIC
187
Archer Investment Corporation
Indiana
$15.9K
CA
188
Clearstead Advisors
Ohio
$11.4K
OW
189
Olistico Wealth
Oklahoma
$10.9K
KCM
190
Key Capital Management
Tennessee
$4.21K -$661 -9 -13%
RCM
191
Raleigh Capital Management
North Carolina
$2.67K +$2.79K +38 New
UBS AM
192
UBS AM
Illinois
$1.75K +$1.84K +25 New
AF
193
Allworth Financial
California
$1.12K -$955 -13 -45%
VAI
194
Vanguard Advisers Inc
Pennsylvania
$982 +$1.03K +14 New
SWP
195
Strategic Wealth Partners
Ohio
$39
AWM
196
Axxcess Wealth Management
California
-$607K -8,193 Closed
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
-$595K -8,031 Closed
HH
198
Hilltop Holdings
Texas
-$411K -5,551 Closed
DAS
199
Diversify Advisory Services
Utah
-$406K -5,411 Closed
TWCA
200
Two West Capital Advisors
Kansas
-$376K -5,081 Closed