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iShares Russell Top 200 ETF

225 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

2% more funds holding

Funds holding: 220225 (+5)

0.76% more ownership

Funds ownership: 70.79%71.55% (+0.76%)

4% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$52.6M)

7% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 75

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
2.77%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.16%
New
30
Increased
70
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Armis Advisers
Georgia
$2.23M
FCM
77
Family Capital Management
Michigan
$2.22M -$151K -896 -6%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$2.16M +$120K +712 +6%
FWP
79
Forefront Wealth Partners
Texas
$2.09M +$387K +2,294 +21%
RWM
80
Redstone Wealth Management
Oklahoma
$2.07M -$448K -2,656 -17%
CWAG
81
Compton Wealth Advisory Group
Virginia
$2.05M -$37.9K -225 -2%
MML Investors Services
82
MML Investors Services
Massachusetts
$2.02M -$105K -623 -5%
GM
83
GeoWealth Management
Illinois
$2M -$243K -1,440 -10%
Stifel Financial
84
Stifel Financial
Missouri
$1.83M -$33.4K -198 -2%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$1.64M -$342K -2,031 -17%
PP
86
Patten & Patten
Tennessee
$1.59M
SOS
87
Silver Oak Securities
Tennessee
$1.56M -$547K -3,247 -25%
FHA
88
Flagship Harbor Advisors
Massachusetts
$1.51M +$812K +4,820 +106%
FTS
89
Fifth Third Securities
Ohio
$1.39M +$114K +677 +8%
GIPW
90
Granite Islands Private Wealth
Connecticut
$1.38M +$441K +2,619 +44%
GS
91
GTS Securities
New York
$1.34M +$976K +5,790 +227%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$1.29M +$155K +922 +13%
AWM
93
Avior Wealth Management
Nebraska
$1.27M -$47.2K -280 -3%
CAM
94
Cozad Asset Management
Illinois
$1.26M +$28.5K +169 +2%
PS
95
Principal Securities
Iowa
$1.21M -$67.1K -398 -5%
PAG
96
Private Advisor Group
New Jersey
$1.2M -$32K -190 -2%
STA
97
Summit Trail Advisors
New York
$1.17M +$1.23M +7,310 New
PA
98
Procyon Advisors
Connecticut
$1.13M -$15.2K -90 -1%
KFGK
99
Keystone Financial Group (Kentucky)
Kentucky
$1M +$1.05M +6,258 New
AAM
100
Aureus Asset Management
Massachusetts
$963K