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iShares Russell Top 200 ETF

203 hedge funds and large institutions have $1.32B invested in iShares Russell Top 200 ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $1.23B → $1.32B (+$88.1M)

2% more funds holding

Funds holding: 200203 (+3)

1% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 68

0.88% less ownership

Funds ownership: 71.71%70.83% (-0.88%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
2.66%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
22
Increased
69
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
126
Elevation Capital Advisory
Oregon
$406K +$389K +2,443 New
JWM
127
Jackson Wealth Management
Florida
$401K -$20.7K -130 -5%
TFA
128
Toth Financial Advisory
Virginia
$395K
HF
129
HRT Financial
New York
$392K +$376K +2,366 New
MFF
130
Michels Family Financial
Texas
$389K -$11.8K -74 -3%
RA
131
Resolute Advisors
California
$376K +$955 +6 +0.3%
BFG
132
Bouchey Financial Group
New York
$375K
SAM
133
Secure Asset Management
Michigan
$369K +$352K +2,210 New
JWCA
134
J.W. Cole Advisors
Florida
$367K +$318 +2 +0.1%
Citadel Advisors
135
Citadel Advisors
Florida
$366K -$1.32M -8,288 -79%
GG
136
GenWealth Group
New Jersey
$333K -$136K -856 -30%
CIAS
137
Capital Investment Advisory Services
North Carolina
$332K
KCM
138
Kendall Capital Management
Maryland
$331K -$19.7K -124 -6%
GIA
139
Gladstone Institutional Advisory
Florida
$322K +$73.8K +464 +32%
PCA
140
Prosperity Capital Advisors
Ohio
$319K -$1.91K -12 -0.6%
NAS
141
NWF Advisory Services
California
$301K +$289K +1,815 New
CWM
142
Cornerstone Wealth Management
Missouri
$300K
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$299K
OGF
144
Orin Green Financial
California
$291K -$454K -2,850 -62%
MGIA
145
Moneta Group Investment Advisors
Missouri
$284K
Corient Private Wealth
146
Corient Private Wealth
Florida
$274K -$99.9K -628 -28%
NAM
147
NTV Asset Management
West Virginia
$273K -$22.6K -142 -8%
MWA
148
Merkkuri Wealth Advisors
New York
$273K +$477 +3 +0.2%
AR
149
Apeiron RIA
Texas
$266K +$637 +4 +0.2%
IA
150
IFG Advisory
Georgia
$260K +$249K +1,567 New