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iShares U.S. Carbon Transition Readiness Aware Active ETF

174 hedge funds and large institutions have $1.23B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $1.24B → $1.23B (-$17.9M)

6% less funds holding

Funds holding: 186174 (-12)

8.04% less ownership

Funds ownership: 96.93%88.89% (-8%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
174
Holders Change
-12
Holders Change %
-6.45%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
65
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$351M -$1.48M -21,155 -0.4%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$349M
LPL Financial
3
LPL Financial
California
$85.7M +$4.85M +69,530 +6%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$69.2M -$4.14M -59,322 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$56.9M +$10M +143,335 +22%
PAS
6
Park Avenue Securities
New York
$33.8M +$757K +10,845 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$23.5M +$1.41M +20,189 +7%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$20.5M -$1.09M -15,684 -5%
MML Investors Services
9
MML Investors Services
Massachusetts
$16.8M -$1.99M -28,505 -11%
OWA
10
One Wealth Advisors
California
$10.9M -$37.7K -540 -0.4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$10.5M +$2.29M +32,820 +29%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$9.11M +$8.42M +120,583 +2,479%
AssetMark Inc
13
AssetMark Inc
California
$9.1M +$192K +2,754 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.4M +$56.3K +807 +0.9%
ASN
15
Advisory Services Network
Georgia
$5.84M -$70.6K -1,012 -1%
SW
16
SoFi Wealth
California
$5.71M +$1.56M +22,386 +40%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.48M -$417K -5,976 -7%
OIA
18
OneDigital Investment Advisors
Kansas
$5.38M +$5.38K +77 +0.1%
HGWM
19
Horst & Graben Wealth Management
Oregon
$5.21M +$26.3K +377 +0.5%
UCFA
20
United Capital Financial Advisors
Texas
$5.04M -$176K -2,515 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.72M -$87.1K -1,248 -2%
EH
22
Equitable Holdings
New York
$4.66M +$311K +4,454 +7%
GM
23
GeoWealth Management
Illinois
$4.56M +$244K +3,490 +6%
IWC
24
Integrated Wealth Concepts
Massachusetts
$4.56M +$114K +1,631 +3%
SHJ
25
Sharkey, Howes & Javer
Colorado
$4.54M +$23.9K +342 +0.5%