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iShares Russell Top 200 ETF

188 hedge funds and large institutions have $1.1B invested in iShares Russell Top 200 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.55%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
21
Increased
70
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFF
126
Michels Family Financial
Texas
$332K -$2.34K -17 -0.7%
TFA
127
Toth Financial Advisory
Virginia
$327K
KCM
128
Kendall Capital Management
Maryland
$323K
Corient Private Wealth
129
Corient Private Wealth
Florida
$313K -$19.2K -140 -6%
BFG
130
Bouchey Financial Group
New York
$310K
RA
131
Resolute Advisors
California
$309K +$824 +6 +0.3%
CIA
132
Concurrent Investment Advisors
Florida
$305K +$305K +2,220 New
JWCA
133
J.W. Cole Advisors
Florida
$302K +$108K +788 +56%
NWMG
134
National Wealth Management Group
Ohio
$284K +$29.5K +215 +12%
CIAS
135
Capital Investment Advisory Services
North Carolina
$275K
SPC
136
Sigma Planning Corp
Michigan
$258K +$258K +1,880 New
KJHP
137
K.J. Harrison & Partners
Ontario, Canada
$251K +$251K +1,825 New
OWA
138
Octavia Wealth Advisors
Ohio
$249K
CWM
139
Cornerstone Wealth Management
Missouri
$248K -$20.1K -146 -7%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$247K
Kovitz Investment Group Partners
141
Kovitz Investment Group Partners
Illinois
$234K +$234K +1,700 New
AR
142
Apeiron RIA
Texas
$220K +$550 +4 +0.3%
PCA
143
Prosperity Capital Advisors
Ohio
$212K +$212K +1,539 New
MGIA
144
Moneta Group Investment Advisors
Missouri
$212K +$212K +1,542 New
IRC
145
Investors Research Corp
Georgia
$204K +$75.9K +552 +59%
IA
146
IFP Advisors
Florida
$195K -$26.1K -190 -12%
SPIA
147
Steward Partners Investment Advisory
New York
$182K
CWM
148
Centricity Wealth Management
Ohio
$181K
Comerica Bank
149
Comerica Bank
Texas
$133K
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$124K