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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
FPCG
101
Forum Private Client Group
Indiana
$757K +$5.09K +32 +0.7%
Northern Trust
102
Northern Trust
Illinois
$708K
CCFM
103
Clear Creek Financial Management
Washington
$662K -$22.3K -140 -3%
MA
104
MONECO Advisors
Connecticut
$653K
EA
105
Efficient Advisors
Ohio
$626K -$41.4K -260 -6%
Citigroup
106
Citigroup
New York
$612K +$476K +2,991 +432%
CAGAS
107
Capital Advisory Group Advisory Services
Minnesota
$599K +$25.5K +160 +5%
BCG
108
Breakwater Capital Group
New Jersey
$586K +$25.1K +158 +5%
AIM
109
Anchor Investment Management
South Carolina
$585K
SA
110
Sanctuary Advisors
Indiana
$565K +$3.02K +19 +0.6%
NFSG
111
Newbridge Financial Services Group
Florida
$557K -$23.1K -145 -4%
CIA
112
Concurrent Investment Advisors
Florida
$554K +$17.7K +111 +3%
AFC
113
AFT Forsyth & Company
Florida
$525K +$159 +1 +0%
SOAMC
114
Spirit of America Management Corp
New York
$497K +$7.96K +50 +2%
CF
115
Centaurus Financial
California
$492K +$39.6K +249 +9%
GWM
116
Geneos Wealth Management
Colorado
$482K +$9.87K +62 +2%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$475K +$85.3K +536 +23%
DT
118
Diversified Trust
Tennessee
$475K +$455K +2,859 New
IRC
119
Investors Research Corp
Georgia
$457K +$73K +459 +20%
EFG
120
Ethos Financial Group
Pennsylvania
$456K -$63.7K -400 -13%
TRCT
121
Tower Research Capital (TRC)
New York
$456K +$172K +1,079 +65%
HNB
122
Huntington National Bank
Ohio
$437K
DC
123
Davenport & Co
Virginia
$435K +$68.3K +429 +20%
ACM
124
Andina Capital Management
Utah
$418K +$16.1K +101 +4%
ABWM
125
Alpine Bank Wealth Management
Colorado
$415K