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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
OWA
151
Octavia Wealth Advisors
Ohio
$257K -$41.7K -262 -14%
GS
152
GTS Securities
New York
$250K -$1.73M -10,855 -88%
CA
153
Crumly & Associates
Illinois
$244K -$312K -1,961 -57%
TA
154
TruWealth Advisors
Louisiana
$241K
SPIA
155
Steward Partners Investment Advisory
New York
$231K +$10.5K +66 +5%
BCI
156
Brinker Capital Investments
Pennsylvania
$214K +$205K +1,288 New
OIM
157
Orca Investment Management
Oregon
$207K +$198K +1,244 New
ISB
158
Iowa State Bank
Iowa
$203K +$194K +1,222 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$166K +$159K +1,000 New
Comerica Bank
160
Comerica Bank
Texas
$160K -$1.59K -10 -1%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$127K
CFP
162
Comprehensive Financial Planning
Pennsylvania
$113K +$318 +2 +0.3%
Franklin Resources
163
Franklin Resources
California
$113K
AssetMark Inc
164
AssetMark Inc
California
$109K -$955 -6 -0.9%
HI
165
Harbour Investments
Wisconsin
$107K
UB
166
UMB Bank
Missouri
$106K
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$106K +$40.4K +254 +66%
FPF
168
First Pacific Financial
Washington
$96.7K -$9.23K -58 -9%
Jones Financial Companies
169
Jones Financial Companies
Missouri
$90.9K +$36.1K +227 +70%
PB
170
Pinnacle Bancorp
Nebraska
$89.2K
AF
171
Advisornet Financial
Minnesota
$89K
PTC
172
Private Trust Company
Ohio
$79.7K
BlackRock
173
BlackRock
New York
$65.9K +$63.2K +397 New
NA
174
NewEdge Advisors
Louisiana
$65.4K +$30.2K +190 +93%
TC
175
Truvestments Capital
Florida
$61.3K