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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
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$357M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$352M
LPL Financial
3
LPL Financial
California
$90.7M
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$70M
JP Morgan Chase
5
JP Morgan Chase
New York
$58.2M
PAS
6
Park Avenue Securities
New York
$34.9M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$23.8M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$19.9M
MML Investors Services
9
MML Investors Services
Massachusetts
$18.7M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$11.6M
OWA
11
One Wealth Advisors
California
$10.5M
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$9.59M
AssetMark Inc
13
AssetMark Inc
California
$9.2M
AFC
14
Avise Financial Cooperative
California
$7.51M
SW
15
SoFi Wealth
California
$7.23M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.69M
ASN
17
Advisory Services Network
Georgia
$5.99M
OIA
18
OneDigital Investment Advisors
Kansas
$5.52M
GM
19
GeoWealth Management
Illinois
$5.47M
UCFA
20
United Capital Financial Advisors
Texas
$5.41M
HGWM
21
Horst & Graben Wealth Management
Oregon
$5.16M
EH
22
Equitable Holdings
New York
$5.06M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.72M
SHJ
24
Sharkey, Howes & Javer
Colorado
$4.68M
SA
25
Sanctuary Advisors
Indiana
$4.59M