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iShares U.S. Carbon Transition Readiness Aware Active ETF

197 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 34 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: $ → $

0.45% more ownership

Funds ownership: 88.89%89.34% (+0.45%)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

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