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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

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

8% more capital invested

Capital invested by funds: $1.32B → $1.43B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

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
+17
Holders Change %
+8.37%
% of All Funds
2.68%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
63
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
101
McAdam LLC
Pennsylvania
$1.05M -$202K -1,198 -16%
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.02M +$735K +4,353 +264%
AAM
103
Aureus Asset Management
Massachusetts
$1.02M
GIPW
104
Granite Islands Private Wealth
Connecticut
$1.02M +$1.01M +5,953 New
Citadel Advisors
105
Citadel Advisors
Florida
$1M +$622K +3,680 +167%
VT
106
Vise Technologies
New York
$948K +$938K +5,554 New
SF
107
Summit Financial
New Jersey
$947K -$12.7K -75 -1%
MCM
108
MAI Capital Management
Ohio
$939K
CWM
109
Cahaba Wealth Management
Georgia
$899K -$25.5K -151 -3%
FFA
110
Farther Finance Advisors
California
$895K +$879K +5,203 +11,562%
PAS
111
PKS Advisory Services
New York
$810K +$16K +95 +2%
FHA
112
Flagship Harbor Advisors
Massachusetts
$778K -$35.6K -211 -4%
FPCG
113
Forum Private Client Group
Indiana
$765K -$12.2K -72 -2%
BCG
114
Breakwater Capital Group
New Jersey
$746K +$143K +844 +24%
SFO
115
Stokes Family Office
Louisiana
$739K +$732K +4,330 New
SWP
116
Stone Wealth Partners
Louisiana
$734K +$726K +4,299 New
Northern Trust
117
Northern Trust
Illinois
$714K -$13K -77 -2%
CCFM
118
Clear Creek Financial Management
Washington
$671K -$8.79K -52 -1%
MA
119
MONECO Advisors
Connecticut
$671K +$169 +1 +0%
EA
120
Efficient Advisors
Ohio
$629K -$13.9K -82 -2%
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$610K -$5.24K -31 -0.9%
KPWS
122
Kestra Private Wealth Services
Texas
$608K +$602K +3,562 New
AIM
123
Anchor Investment Management
South Carolina
$600K
CIA
124
Concurrent Investment Advisors
Florida
$572K +$2.53K +15 +0.4%
NFSG
125
Newbridge Financial Services Group
Florida
$570K -$2.03K -12 -0.4%