LCTU icon

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
CYG
176
Clean Yield Group
Vermont
$29.2K
KG
177
Kilter Group
New York
$28.4K
CFD
178
Creative Financial Designs
Indiana
$28.3K
WWM
179
Western Wealth Management
Colorado
$27.5K
WGL
180
Wellington Grp LLC
Indiana
$26.8K
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
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
RCM
191
Raleigh Capital Management
North Carolina
$2.67K
UBS AM
192
UBS AM
Illinois
$1.75K
AF
193
Allworth Financial
California
$1.12K
VAI
194
Vanguard Advisers Inc
Pennsylvania
$982
SWP
195
Strategic Wealth Partners
Ohio
$39
AWM
196
Axxcess Wealth Management
California
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
HH
198
Hilltop Holdings
Texas
DAS
199
Diversify Advisory Services
Utah
TWCA
200
Two West Capital Advisors
Kansas