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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$29.3M
2 +$12.8M
3 +$10.5M
4
Lido Advisors
Lido Advisors
California
+$8.35M
5
Morgan Stanley
Morgan Stanley
New York
+$7.68M
Name Holding Trade Value Shares
Change
Change in
Stake
ML
101
McAdam LLC
Pennsylvania
$1.05M
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.02M
AAM
103
Aureus Asset Management
Massachusetts
$1.02M
GIPW
104
Granite Islands Private Wealth
Connecticut
$1.02M
Citadel Advisors
105
Citadel Advisors
Florida
$1M
VT
106
Vise Technologies
New York
$948K
SF
107
Summit Financial
New Jersey
$947K
MCM
108
MAI Capital Management
Ohio
$939K
CWM
109
Cahaba Wealth Management
Georgia
$899K
FFA
110
Farther Finance Advisors
California
$895K
PAS
111
PKS Advisory Services
New York
$810K
FHA
112
Flagship Harbor Advisors
Massachusetts
$778K
FPCG
113
Forum Private Client Group
Indiana
$765K
BCG
114
Breakwater Capital Group
New Jersey
$746K
SFO
115
Stokes Family Office
Louisiana
$739K
SWP
116
Stone Wealth Partners
Louisiana
$734K
Northern Trust
117
Northern Trust
Illinois
$714K
CCFM
118
Clear Creek Financial Management
Washington
$671K
MA
119
MONECO Advisors
Connecticut
$671K
EA
120
Efficient Advisors
Ohio
$629K
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$610K
KPWS
122
Kestra Private Wealth Services
Texas
$608K
AIM
123
Anchor Investment Management
South Carolina
$600K
CIA
124
Concurrent Investment Advisors
Florida
$572K
NFSG
125
Newbridge Financial Services Group
Florida
$570K