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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
UBS Group
26
UBS Group
Switzerland
$11.4M +$393K +2,334 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$11M -$111K -661 -1%
MMA
28
Miracle Mile Advisors
California
$10.7M -$2.64M -15,678 -19%
Two Sigma Investments
29
Two Sigma Investments
New York
$10.3M +$10.8M +64,000 New
Wells Fargo
30
Wells Fargo
California
$9.47M +$99.1K +588 +1%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$9.27M -$12M -71,470 -55%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$9.1M +$61.5K +365 +0.6%
FCBT
33
First Citizens Bank & Trust
North Carolina
$9.1M +$61.5K +365 +0.6%
Creative Planning
34
Creative Planning
Kansas
$8.76M +$6.19M +36,727 +205%
Citadel Advisors
35
Citadel Advisors
Florida
$8.38M +$7.81M +46,321 +787%
SWP
36
Stratos Wealth Partners
Ohio
$8.15M -$254K -1,506 -3%
CD
37
Capital Developers
North Carolina
$8.03M -$82.8K -491 -1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$7.82M +$6.24M +37,029 +317%
MFG
39
Merit Financial Group
Georgia
$6.62M -$41K -243 -0.6%
IWC
40
Integrated Wealth Concepts
Massachusetts
$6.58M +$489K +2,899 +8%
NIM
41
Nicollet Investment Management
Minnesota
$6.47M -$1.24M -7,333 -15%
SWP
42
ShoreHaven Wealth Partners
New Jersey
$6.29M +$152K +901 +2%
VW
43
Veridan Wealth
Oregon
$5.87M +$50.4K +299 +0.8%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$5.84M +$188K +1,115 +3%
SEM
45
Strategic Equity Management
Arizona
$5.61M -$367K -2,178 -6%
HIW
46
Holos Integrated Wealth
Pennsylvania
$5.36M -$458K -2,719 -8%
WA
47
Waverly Advisors
Alabama
$5.35M +$327K +1,942 +6%
TFS
48
Thoroughbred Financial Services
Tennessee
$5.32M +$1.28M +7,595 +30%
FAT
49
First American Trust
California
$5.31M +$225K +1,332 +4%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$5.21M -$1.55M -9,173 -22%