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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
NFSG
126
Newbridge Financial Services Group
Florida
$495K -$43.8K -260 -8%
CCFM
127
Clear Creek Financial Management
Washington
$493K -$145K -859 -22%
SA
128
Sanctuary Advisors
Indiana
$483K -$39.6K -235 -7%
SWM
129
Stronghold Wealth Management
Florida
$472K -$3.37K -20 -0.7%
DC
130
Davenport & Co
Virginia
$460K +$28.7K +170 +6%
GWM
131
Geneos Wealth Management
Colorado
$448K
JWM
132
Jackson Wealth Management
Florida
$432K +$26.5K +157 +6%
Corient Private Wealth
133
Corient Private Wealth
Florida
$421K -$569K -3,374 -56%
SAM
134
Secure Asset Management
Michigan
$407K +$11.1K +66 +3%
ABWM
135
Alpine Bank Wealth Management
Colorado
$401K
CF
136
Centaurus Financial
California
$400K -$96.8K -574 -19%
BFG
137
Bouchey Financial Group
New York
$375K
AG
138
Ascent Group
Virginia
$373K +$392K +2,327 New
MFF
139
Michels Family Financial
Texas
$373K -$1.85K -11 -0.5%
EFG
140
Ethos Financial Group
Pennsylvania
$366K -$78.7K -467 -17%
RA
141
Resolute Advisors
California
$365K +$843 +5 +0.2%
HNB
142
Huntington National Bank
Ohio
$362K
KCM
143
Kendall Capital Management
Maryland
$357K -$11K -65 -3%
TWM
144
TSA Wealth Management
Texas
$347K +$365K +2,163 New
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$344K -$171K -1,012 -32%
EFT
146
Envision Financial Transparency
North Carolina
$329K +$345K +2,048 New
Marshall Wace
147
Marshall Wace
United Kingdom
$322K +$338K +2,006 New
CIAS
148
Capital Investment Advisory Services
North Carolina
$321K
GG
149
GenWealth Group
New Jersey
$321K -$1.01K -6 -0.3%
CIAS
150
CFS Investment Advisory Services
New Jersey
$305K +$292K +1,730 New