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iShares Russell Top 200 ETF
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Overview Fund Activity

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
–

Top Buyers

1
PCP
Proficio Capital Partners
Massachusetts
+$23.5M
2
EH
Equitable Holdings
New York
+$19.7M
3
GKFF
George Kaiser Family Foundation
Oklahoma
+$12.5M
4
Morgan Stanley
Morgan Stanley
New York
+$11.5M
5
Lido Advisors
Lido Advisors
California
+$6.95M

Top Sellers

1
TF
Tompkins Financial
New York
-$58.4M
2
MCWS
McKinley Carter Wealth Services
West Virginia
-$20.6M
3
GM
GeoWealth Management
Illinois
-$6.45M
4
Two Sigma Investments
Two Sigma Investments
New York
-$6.11M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$3.92M +$708K +5,154 +22%
TFS
52
Thoroughbred Financial Services
Tennessee
$3.75M -$117K -848 -3%
CFD
53
Creative Financial Designs
Indiana
$3.67M +$136K +990 +4%
NFW
54
Noble Family Wealth
Florida
$3.64M -$76.3K -555 -2%
CAM
55
Cresset Asset Management
Illinois
$3.4M +$1.3M +9,494 +62%
GVAG
56
Great Valley Advisor Group
Delaware
$3.38M +$106K +768 +3%
WA
57
Waverly Advisors
Alabama
$3.35M +$77.9K +567 +2%
Goldman Sachs
58
Goldman Sachs
New York
$3.25M -$1.74M -12,654 -35%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$2.95M -$214K -1,561 -7%
SWP
60
Stratos Wealth Partners
Ohio
$2.72M -$57.3K -417 -2%
MAV
61
Mason & Associates (Virginia)
Virginia
$2.62M -$303K -2,207 -10%
CAL
62
Capital Analysts LLC
Pennsylvania
$2.59M +$11.7K +85 +0.5%
Osaic Holdings
63
Osaic Holdings
Arizona
$2.58M -$5.81M -42,295 -69%
GSAM
64
Grant Street Asset Management
Pennsylvania
$2.55M -$92.3K -672 -3%
Creative Planning
65
Creative Planning
Kansas
$2.47M +$997K +7,252 +68%
Wealthfront Advisers
66
Wealthfront Advisers
California
$2.37M -$657K -4,781 -22%
SWA
67
SOA Wealth Advisors
New York
$2.34M +$29.5K +215 +1%
Mariner
68
Mariner
Kansas
$2.27M -$37.2K -271 -2%
CWAG
69
Compton Wealth Advisory Group
Virginia
$2.21M – – –
FCM
70
Family Capital Management
Michigan
$2.03M -$9.48K -69 -0.5%
LAS
71
Legacy Advisory Services
Pennsylvania
$1.98M +$1.98M +14,435 New
GM
72
GeoWealth Management
Illinois
$1.96M -$6.45M -46,949 -77%
BWM
73
Boyd Wealth Management
California
$1.91M +$481K +3,498 +34%
AA
74
Armis Advisers
Georgia
$1.9M +$391K +2,849 +26%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.85M +$19.4K +141 +1%
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