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iShares Russell Top 200 ETF

203 hedge funds and large institutions have $1.32B invested in iShares Russell Top 200 ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.23B → $1.32B (+$88.1M)

2% more funds holding

Funds holding: 200203 (+3)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.88% less ownership

Funds ownership: 71.71%70.83% (-0.88%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
2.66%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
22
Increased
69
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$12.2M +$2.98M +18,701 +34%
AIA
27
Arcadia Investment Advisors
Idaho
$12.2M -$184K -1,154 -2%
HighTower Advisors
28
HighTower Advisors
Illinois
$11.7M -$1.15M -7,214 -9%
Goldman Sachs
29
Goldman Sachs
New York
$10.2M +$5.98M +37,610 +158%
FCBT
30
First Citizens Bank & Trust
North Carolina
$9.78M -$500K -3,140 -5%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$9.7M -$576K -3,619 -6%
Wells Fargo
32
Wells Fargo
California
$9.52M +$325K +2,041 +4%
Osaic Holdings
33
Osaic Holdings
Arizona
$8.81M -$820K -5,156 -9%
NIM
34
Nicollet Investment Management
Minnesota
$7.9M +$477K +2,999 +7%
SWP
35
Stratos Wealth Partners
Ohio
$7.11M +$3.67M +23,082 +117%
MFG
36
Merit Financial Group
Georgia
$6.76M +$441K +2,772 +7%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$6.7M -$5.27M -33,119 -45%
SEM
38
Strategic Equity Management
Arizona
$6.65M -$1.16M -7,292 -15%
SWP
39
ShoreHaven Wealth Partners
New Jersey
$6.37M -$10.5K -66 -0.2%
SAG
40
SageView Advisory Group
California
$6.3M +$159 +1 +0%
IWC
41
Integrated Wealth Concepts
Massachusetts
$6.26M +$190K +1,197 +3%
HIW
42
Holos Integrated Wealth
Pennsylvania
$6.05M +$6.52K +41 +0.1%
VW
43
Veridan Wealth
Oregon
$6.02M +$5.76M +36,218 New
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$5.59M +$1.55M +9,756 +41%
WA
45
Waverly Advisors
Alabama
$4.91M +$376K +2,363 +9%
OFG
46
Oxford Financial Group
Indiana
$4.86M
VA
47
Valmark Advisers
Ohio
$4.61M -$237K -1,492 -5%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$4.53M +$1.67M +10,497 +63%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$4.35M +$1.06M +6,664 +34%
KAS
50
Kestra Advisory Services
Texas
$4.16M +$143K +896 +4%