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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
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$54.8K
NB
177
NBT Bank
New York
$54.5K
CRI
178
Commonwealth Retirement Investments
Virginia
$45K
WP
179
WealthShield Partners
North Carolina
$37.1K
PWA
180
Physician Wealth Advisors
Utah
$35.3K
BC
181
Barrett & Company
Rhode Island
$33K
KG
182
Kilter Group
New York
$31.8K
CYG
183
Clean Yield Group
Vermont
$30.8K
CP
184
Camelot Portfolios
Ohio
$30.5K
CFD
185
Creative Financial Designs
Indiana
$29.9K
Wells Fargo
186
Wells Fargo
California
$26.8K
MIA
187
Milestone Investment Advisors
Wisconsin
$24.7K
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$24.1K
MCM
189
MAI Capital Management
Ohio
$22.7K
HDIM
190
Hanson & Doremus Investment Management
Vermont
$20K
AIC
191
Archer Investment Corporation
Indiana
$16.8K
CA
192
Clearstead Advisors
Ohio
$12K
OW
193
Olistico Wealth
Oklahoma
$11.5K
CPG
194
Cornerstone Planning Group
New Jersey
$11.3K
SAG
195
SageView Advisory Group
California
$8K
CSP
196
Cary Street Partners
Virginia
$7.48K
IA
197
IFP Advisors
Florida
$5.93K
KCM
198
Key Capital Management
Tennessee
$5.11K
TAM
199
Tucker Asset Management
Colorado
$3.56K
AF
200
Allworth Financial
California
$2.12K