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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
NFW
51
Noble Family Wealth
Florida
$4.15M -$50.3K -316 -1%
GVAG
52
Great Valley Advisor Group
Delaware
$4.14M -$22.1K -139 -0.6%
CAM
53
Cresset Asset Management
Illinois
$4.11M -$1.34M -8,450 -25%
TFS
54
Thoroughbred Financial Services
Tennessee
$4.07M -$47.1K -296 -1%
CFD
55
Creative Financial Designs
Indiana
$3.99M -$70.3K -442 -2%
Raymond James Financial
56
Raymond James Financial
Florida
$3.82M +$1.32M +8,304 +57%
GSAM
57
Grant Street Asset Management
Pennsylvania
$3.61M -$51.7K -325 -1%
CAL
58
Capital Analysts LLC
Pennsylvania
$3.3M +$84.7K +532 +3%
SWA
59
SOA Wealth Advisors
New York
$3.28M -$210K -1,318 -6%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$3.25M -$496K -3,119 -14%
Wealthfront Advisers
61
Wealthfront Advisers
California
$3.21M +$85.3K +536 +3%
CW
62
CreativeOne Wealth
Kansas
$3.13M +$1.34M +8,401 +80%
FPAS
63
Focus Partners Advisor Solutions
Missouri
$3.06M +$2.55M +16,018 +822%
Mariner
64
Mariner
Kansas
$3.06M -$53.8K -338 -2%
Creative Planning
65
Creative Planning
Kansas
$2.97M +$5.25K +33 +0.2%
MAV
66
Mason & Associates (Virginia)
Virginia
$2.91M
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$2.82M
Two Sigma Investments
68
Two Sigma Investments
New York
$2.64M -$3.93M -24,700 -61%
FCM
69
Family Capital Management
Michigan
$2.44M +$318 +2 +0%
LIM
70
Leavell Investment Management
Alabama
$2.43M +$21.5K +135 +0.9%
GM
71
GeoWealth Management
Illinois
$2.37M +$10.5K +66 +0.5%
LAS
72
Legacy Advisory Services
Pennsylvania
$2.37M +$3.18K +20 +0.1%
BWM
73
Boyd Wealth Management
California
$2.34M -$193K -1,213 -8%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$2.33M -$886K -5,569 -28%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$2.27M -$34.7K -218 -2%