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iShares Russell Top 200 ETF

188 hedge funds and large institutions have $1.1B invested in iShares Russell Top 200 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.55%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
21
Increased
70
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
26
Arcadia Investment Advisors
Idaho
$10.1M -$288K -2,093 -3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$9.49M +$2.18M +15,851 +30%
UBS Group
28
UBS Group
Switzerland
$8.88M +$2.58M +18,766 +41%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$8.48M +$219K +1,593 +3%
FCBT
30
First Citizens Bank & Trust
North Carolina
$8.48M +$219K +1,593 +3%
ECA
31
Elevation Capital Advisory
Oregon
$8.1M +$1.7M +12,350 +26%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$8.07M +$782K +5,688 +11%
MF
33
Manchester Financial
California
$7.65M +$3.9M +28,347 +104%
Wells Fargo
34
Wells Fargo
California
$7.4M +$361K +2,626 +5%
SEM
35
Strategic Equity Management
Arizona
$7.32M -$332K -2,417 -4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$6.97M +$1.33M +9,649 +24%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$6.7M +$5.2M +37,831 +345%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$6.64M +$2.25M +16,371 +51%
SAG
39
SageView Advisory Group
California
$6.61M -$5.04M -36,700 -43%
NIM
40
Nicollet Investment Management
Minnesota
$6.36M -$169K -1,231 -3%
VA
41
Valmark Advisers
Ohio
$5.61M -$110K -800 -2%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$5.5M +$4.12M +30,000 +300%
TCM
43
TABR Capital Management
California
$5.38M +$5.38M +39,164 New
SWP
44
ShoreHaven Wealth Partners
New Jersey
$5.28M -$10.3K -75 -0.2%
HCA
45
Heck Capital Advisors
Wisconsin
$5.22M +$1.69M +12,319 +48%
VW
46
Veridan Wealth
Oregon
$5.21M +$892K +6,491 +21%
HIW
47
Holos Integrated Wealth
Pennsylvania
$5.11M -$2.75M -20,008 -35%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4.45M +$1.29M +9,412 +41%
CLGM
49
Capitolis Liquid Global Markets
New York
$4.23M +$4.23M +30,800 New
OFG
50
Oxford Financial Group
Indiana
$4.05M -$147K -1,068 -3%