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iShares Russell Top 200 ETF

199 hedge funds and large institutions have $1.22B invested in iShares Russell Top 200 ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 66 increasing their positions, 69 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 69

Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.05M
CWAG
77
Compton Wealth Advisory Group
Virginia
$1.97M
GS
78
GTS Securities
New York
$1.89M
Stifel Financial
79
Stifel Financial
Missouri
$1.79M
AAS
80
Avantax Advisory Services
Texas
$1.75M
OAS
81
Optivise Advisory Services
Tennessee
$1.71M
Citadel Advisors
82
Citadel Advisors
Florida
$1.61M
CW
83
CreativeOne Wealth
Kansas
$1.6M
AAS
84
Asset Allocation Strategies
Michigan
$1.39M
PS
85
Principal Securities
Iowa
$1.38M
SOS
86
Silver Oak Securities
Tennessee
$1.34M
AWM
87
Avior Wealth Management
Nebraska
$1.31M
WCWM
88
Wooster Corthell Wealth Management
Connecticut
$1.28M
ML
89
McAdam LLC
Pennsylvania
$1.21M
HFA
90
Hershey Financial Advisers
Pennsylvania
$1.19M
PAG
91
Private Advisor Group
New Jersey
$1.12M
Marshall Wace
92
Marshall Wace
United Kingdom
$1.07M
CAM
93
Cozad Asset Management
Illinois
$1.04M
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1.03M
FTS
95
Fifth Third Securities
Ohio
$1.01M
AAM
96
Aureus Asset Management
Massachusetts
$919K
FWP
97
Forefront Wealth Partners
Texas
$875K
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$871K
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$867K
MCM
100
MAI Capital Management
Ohio
$842K