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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
KAS
51
Kestra Advisory Services
Texas
$4.86M -$194K -1,152 -4%
Raymond James Financial
52
Raymond James Financial
Florida
$4.78M +$1.16M +6,861 +30%
OFG
53
Oxford Financial Group
Indiana
$4.67M -$23.9K -142 -0.5%
Goldman Sachs
54
Goldman Sachs
New York
$4.55M -$4.6M -27,312 -49%
VA
55
Valmark Advisers
Ohio
$4.31M -$140K -832 -3%
GVAG
56
Great Valley Advisor Group
Delaware
$4.29M +$142K +842 +3%
CAM
57
Cresset Asset Management
Illinois
$3.97M
Wealthfront Advisers
58
Wealthfront Advisers
California
$3.56M +$511K +3,033 +16%
GSAM
59
Grant Street Asset Management
Pennsylvania
$3.53M -$61.5K -365 -2%
WA
60
Winter & Associates
Minnesota
$3.27M +$1.13M +6,731 +50%
CFD
61
Creative Financial Designs
Indiana
$3.26M -$86K -510 -2%
FPAS
62
Focus Partners Advisor Solutions
Missouri
$3.23M +$1.1M +6,523 +48%
NFW
63
Noble Family Wealth
Florida
$3.21M -$336K -1,992 -9%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.18M -$57K -338 -2%
CAL
65
Capital Analysts LLC
Pennsylvania
$3.14M +$208K +1,234 +7%
SWA
66
SOA Wealth Advisors
New York
$3.02M -$48.7K -289 -2%
Mariner
67
Mariner
Kansas
$2.92M -$30.2K -179 -1%
MAV
68
Mason & Associates (Virginia)
Virginia
$2.87M -$34K -202 -1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$2.7M +$1.63M +9,660 +134%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$2.43M +$7.75K +46 +0.3%
LAS
71
Legacy Advisory Services
Pennsylvania
$2.35M +$55.8K +331 +2%
LIM
72
Leavell Investment Management
Alabama
$2.34M -$2.02K -12 -0.1%
MI
73
Moneywise Inc
Virginia
$2.32M +$1.02M +6,055 +72%
BWM
74
Boyd Wealth Management
California
$2.26M -$2.02K -12 -0.1%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.23M +$492K +2,919 +27%