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iShares Russell Top 200 ETF

225 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

2% more funds holding

Funds holding: 220225 (+5)

0.76% more ownership

Funds ownership: 70.79%71.55% (+0.76%)

4% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$52.6M)

7% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 75

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
2.77%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.16%
New
30
Increased
70
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M -$4.85M -28,748 -4%
Bank of America
2
Bank of America
North Carolina
$102M -$8.59M -50,933 -7%
GC
3
Gilbert & Cook
Iowa
$82.9M +$1.2M +7,108 +1%
TF
4
Tompkins Financial
New York
$80.1M -$12.2M -72,282 -13%
RIS
5
Richmond Investment Services
Wisconsin
$65.8M +$2.27M +13,456 +3%
LPL Financial
6
LPL Financial
California
$60.6M +$15.9M +94,189 +33%
Lido Advisors
7
Lido Advisors
California
$59.6M -$1.85M -10,958 -3%
Ameriprise
8
Ameriprise
Minnesota
$56.8M -$2.26M -13,408 -4%
CB
9
Commerce Bank
Missouri
$56.7M +$30.3M +179,880 +104%
FL
10
FreeGulliver LLC
Louisiana
$34.6M -$578K -3,431 -2%
RWP
11
Reliant Wealth Planning
Kentucky
$33.2M +$1.31M +7,770 +4%
HCA
12
Heck Capital Advisors
Wisconsin
$32.8M
SFS
13
Searcy Financial Services
Kansas
$29.2M +$682K +4,048 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$28.6M +$4.57M +27,089 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$25M +$3.77M +22,367 +17%
GKFF
16
George Kaiser Family Foundation
Oklahoma
$21.6M
PGCM
17
Prescott Group Capital Management
Oklahoma
$21.6M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$20.7M +$919K +5,453 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.4M +$4.63M +27,487 +28%
MF
20
Manchester Financial
California
$19.2M +$189K +1,120 +0.9%
EH
21
Equitable Holdings
New York
$16.7M -$708K -4,199 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$14.4M +$6.34M +37,643 +72%
AAS
23
Annex Advisory Services
Wisconsin
$11.9M -$293K -1,738 -2%
WCAMG
24
Woodard & Company Asset Management Group
North Carolina
$11.7M -$87K -516 -0.7%
AIA
25
Arcadia Investment Advisors
Idaho
$11.7M +$45.8K +272 +0.4%