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iShares Russell Top 200 ETF

220 hedge funds and large institutions have $1.43B invested in iShares Russell Top 200 ETF in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

8% more capital invested

Capital invested by funds: $1.32B → $1.43B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.04% less ownership

Funds ownership: 70.83%70.79% (-0.04%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
2.68%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
32
Increased
63
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$341K
CWM
152
Cornerstone Wealth Management
Missouri
$308K
SOAMC
153
Spirit of America Management Corp
New York
$299K -$211K -1,250 -42%
OGF
154
Orin Green Financial
California
$299K
MGIA
155
Moneta Group Investment Advisors
Missouri
$291K
YAIA
156
Yanni & Associates Investment Advisors
Pennsylvania
$286K +$283K +1,676 New
NAS
157
NWF Advisory Services
California
$283K -$26.9K -159 -9%
OWA
158
Octavia Wealth Advisors
Ohio
$255K -$8.95K -53 -3%
NAM
159
NTV Asset Management
West Virginia
$254K -$26.4K -156 -9%
CA
160
Crumly & Associates
Illinois
$250K
TA
161
TruWealth Advisors
Louisiana
$248K
MWA
162
Merkkuri Wealth Advisors
New York
$231K -$48.5K -287 -17%
SPIA
163
Steward Partners Investment Advisory
New York
$224K -$13.3K -79 -6%
BCI
164
Brinker Capital Investments
Pennsylvania
$216K -$4.05K -24 -2%
KFS
165
Kelly Financial Services
Massachusetts
$209K +$207K +1,224 New
ISB
166
Iowa State Bank
Iowa
$209K
OIM
167
Orca Investment Management
Oregon
$207K -$5.07K -30 -2%
JWS
168
Juncture Wealth Strategies
Arizona
$201K +$199K +1,177 New
Comerica Bank
169
Comerica Bank
Texas
$200K +$36.2K +214 +22%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$171K
HR
171
Howe & Rusling
New York
$157K +$155K +919 New
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$156K +$46.5K +275 +43%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$132K +$38K +225 +41%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$131K
Citigroup
175
Citigroup
New York
$123K -$501K -2,965 -81%