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iShares Russell Top 200 ETF

220 hedge funds and large institutions have $1.43B invested in iShares Russell Top 200 ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

8% more capital invested

Capital invested by funds: $1.32B → $1.43B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.04% less ownership

Funds ownership: 70.83%70.79% (-0.04%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
2.68%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
63
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$4.73M -$3.72K -22 -0.1%
GVAG
52
Great Valley Advisor Group
Delaware
$4.42M +$169K +1,003 +4%
TFS
53
Thoroughbred Financial Services
Tennessee
$4.36M +$175K +1,037 +4%
CAM
54
Cresset Asset Management
Illinois
$4.22M
Raymond James Financial
55
Raymond James Financial
Florida
$3.91M -$5.74K -34 -0.1%
GSAM
56
Grant Street Asset Management
Pennsylvania
$3.82M +$112K +664 +3%
NFW
57
Noble Family Wealth
Florida
$3.76M -$499K -2,954 -12%
CW
58
CreativeOne Wealth
Kansas
$3.68M +$459K +2,717 +14%
CFD
59
Creative Financial Designs
Indiana
$3.55M -$542K -3,206 -13%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$3.44M +$100K +592 +3%
Wealthfront Advisers
61
Wealthfront Advisers
California
$3.27M -$28.4K -168 -0.9%
SWA
62
SOA Wealth Advisors
New York
$3.26M -$114K -676 -3%
Mariner
63
Mariner
Kansas
$3.13M -$8.11K -48 -0.3%
CAL
64
Capital Analysts LLC
Pennsylvania
$3.13M -$259K -1,535 -8%
MAV
65
Mason & Associates (Virginia)
Virginia
$3.08M -$156K -921 -5%
Creative Planning
66
Creative Planning
Kansas
$3.05M
RWM
67
Redstone Wealth Management
Oklahoma
$2.65M +$2.63M +15,550 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$2.58M +$1.54M +9,133 +152%
FCM
69
Family Capital Management
Michigan
$2.51M -$507 -3 -0%
LIM
70
Leavell Investment Management
Alabama
$2.5M -$2.7K -16 -0.1%
LAS
71
Legacy Advisory Services
Pennsylvania
$2.44M +$1.35K +8 +0.1%
BWM
72
Boyd Wealth Management
California
$2.4M -$676 -4 -0%
GM
73
GeoWealth Management
Illinois
$2.37M -$68.1K -403 -3%
FPAS
74
Focus Partners Advisor Solutions
Missouri
$2.32M -$742K -4,390 -24%
WA
75
Winter & Associates
Minnesota
$2.28M +$2.25M +13,344 New