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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
AAS
101
Asset Allocation Strategies
Michigan
$956K -$57.3K -340 -5%
VT
102
Vise Technologies
New York
$948K
ML
103
McAdam LLC
Pennsylvania
$893K -$98.6K -585 -10%
MCM
104
MAI Capital Management
Ohio
$887K +$4.38K +26 +0.5%
SF
105
Summit Financial
New Jersey
$858K -$34.6K -205 -4%
CWM
106
Cahaba Wealth Management
Georgia
$846K +$169 +1 +0%
BCG
107
Breakwater Capital Group
New Jersey
$814K +$117K +697 +16%
FFA
108
Farther Finance Advisors
California
$802K -$48.9K -290 -6%
PAS
109
PKS Advisory Services
New York
$724K -$40.3K -239 -5%
BlackRock
110
BlackRock
New York
$714K +$682K +4,049 +1,020%
CIA
111
Concurrent Investment Advisors
Florida
$699K +$170K +1,006 +30%
FPCG
112
Forum Private Client Group
Indiana
$698K -$22.9K -136 -3%
SFO
113
Stokes Family Office
Louisiana
$695K
SWP
114
Stone Wealth Partners
Louisiana
$690K
FTUS
115
Flow Traders U.S.
New York
$674K +$708K +4,203 New
PPWM
116
Perissos Private Wealth Management
Oklahoma
$654K +$687K +4,078 New
Northern Trust
117
Northern Trust
Illinois
$645K -$28.3K -168 -4%
MA
118
MONECO Advisors
Connecticut
$631K
KPWS
119
Kestra Private Wealth Services
Texas
$629K +$59.8K +355 +10%
EA
120
Efficient Advisors
Ohio
$623K +$32.9K +195 +5%
GIA
121
Gladstone Institutional Advisory
Florida
$609K +$228K +1,350 +55%
PCA
122
Prosperity Capital Advisors
Ohio
$592K +$194K +1,153 +45%
IRC
123
Investors Research Corp
Georgia
$561K +$78K +463 +15%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$514K +$24.8K +147 +5%
AFC
125
AFT Forsyth & Company
Florida
$507K