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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.15M -$66.5K -418 -3%
CWAG
77
Compton Wealth Advisory Group
Virginia
$2.14M
MML Investors Services
78
MML Investors Services
Massachusetts
$2.11M -$191K -1,203 -9%
Stifel Financial
79
Stifel Financial
Missouri
$1.96M +$18.6K +117 +1%
WA
80
Win Advisors
Florida
$1.89M +$1.81M +11,399 New
PP
81
Patten & Patten
Tennessee
$1.65M +$1.58M +9,909 New
FWP
82
Forefront Wealth Partners
Texas
$1.6M +$593K +3,726 +63%
PS
83
Principal Securities
Iowa
$1.45M -$39K -245 -3%
SOS
84
Silver Oak Securities
Tennessee
$1.4M -$53.3K -335 -4%
AWM
85
Avior Wealth Management
Nebraska
$1.4M -$22.3K -140 -2%
FTS
86
Fifth Third Securities
Ohio
$1.35M +$252K +1,586 +24%
ML
87
McAdam LLC
Pennsylvania
$1.22M -$83.7K -526 -7%
PAG
88
Private Advisor Group
New Jersey
$1.21M -$11.8K -74 -1%
PA
89
Procyon Advisors
Connecticut
$1.19M +$1.14M +7,161 New
CAM
90
Cozad Asset Management
Illinois
$1.14M +$10.7K +67 +1%
AAS
91
Asset Allocation Strategies
Michigan
$1.13M -$363K -2,284 -25%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.12M
AAM
93
Aureus Asset Management
Massachusetts
$997K
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$995K +$48.2K +303 +5%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$958K +$359K +2,258 +64%
SF
96
Summit Financial
New Jersey
$934K +$895K +5,624 New
MCM
97
MAI Capital Management
Ohio
$914K
CWM
98
Cahaba Wealth Management
Georgia
$900K +$159 +1 +0%
FHA
99
Flagship Harbor Advisors
Massachusetts
$793K +$33.9K +213 +5%
PAS
100
PKS Advisory Services
New York
$775K -$28K -176 -4%