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iShares U.S. Carbon Transition Readiness Aware Active ETF

202 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 36 funds opening new positions, 64 increasing their positions, 77 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: $ → $

0.57% more ownership

Funds ownership: 88.89%89.46% (+0.57%)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

Holders
202
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
WOSD
176
WFA of San Diego
California
$56.5K
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$54.8K
NB
178
NBT Bank
New York
$54.5K
CRI
179
Commonwealth Retirement Investments
Virginia
$45K
WP
180
WealthShield Partners
North Carolina
$37.1K
PWA
181
Physician Wealth Advisors
Utah
$35.3K
BC
182
Barrett & Company
Rhode Island
$33K
KG
183
Kilter Group
New York
$31.8K
CYG
184
Clean Yield Group
Vermont
$30.8K
CP
185
Camelot Portfolios
Ohio
$30.5K
CFD
186
Creative Financial Designs
Indiana
$29.9K
Wells Fargo
187
Wells Fargo
California
$26.8K
MIA
188
Milestone Investment Advisors
Wisconsin
$24.7K
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$24.1K
MCM
190
MAI Capital Management
Ohio
$22.7K
HDIM
191
Hanson & Doremus Investment Management
Vermont
$20K
AIC
192
Archer Investment Corporation
Indiana
$16.8K
CA
193
Clearstead Advisors
Ohio
$12K
OW
194
Olistico Wealth
Oklahoma
$11.5K
CPG
195
Cornerstone Planning Group
New Jersey
$11.3K
SAG
196
SageView Advisory Group
California
$8K
CSP
197
Cary Street Partners
Virginia
$7.48K
IA
198
IFP Advisors
Florida
$5.93K
KCM
199
Key Capital Management
Tennessee
$5.11K
TAM
200
Tucker Asset Management
Colorado
$3.56K