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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
EW
151
Expressive Wealth
Illinois
$300K -$760K -4,508 -73%
CA
152
Claro Advisors
Massachusetts
$298K +$313K +1,856 New
SOAMC
153
Spirit of America Management Corp
New York
$294K +$506 +3 +0.2%
CWM
154
Cornerstone Wealth Management
Missouri
$290K
KFS
155
Kelly Financial Services
Massachusetts
$283K +$89.8K +533 +44%
MGIA
156
Moneta Group Investment Advisors
Missouri
$274K
CW
157
CreativeOne Wealth
Kansas
$273K -$3.35M -19,885 -92%
OGF
158
Orin Green Financial
California
$269K -$12.8K -76 -4%
NAS
159
NWF Advisory Services
California
$263K -$3.37K -20 -1%
YAIA
160
Yanni & Associates Investment Advisors
Pennsylvania
$251K -$18.7K -111 -7%
HF
161
HRT Financial
New York
$242K +$254K +1,508 New
OWA
162
Octavia Wealth Advisors
Ohio
$240K
DT
163
Diversified Trust
Tennessee
$238K +$250K +1,484 New
CA
164
Crumly & Associates
Illinois
$235K
TA
165
TruWealth Advisors
Louisiana
$233K
TFA
166
Toth Financial Advisory
Virginia
$231K -$94.4K -560 -28%
OWA
167
One Wealth Advisors
California
$229K +$241K +1,427 New
SPIA
168
Steward Partners Investment Advisory
New York
$228K +$17.5K +104 +8%
MWA
169
Merkkuri Wealth Advisors
New York
$218K +$506 +3 +0.2%
VEM
170
Vann Equity Management
Texas
$215K +$226K +1,338 New
PFG
171
PAX Financial Group
Texas
$211K +$222K +1,315 New
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$185K +$194K +1,150 New
DWP
173
Destiny Wealth Partners
Florida
$141K +$148K +880 New
IA
174
IFP Advisors
Florida
$129K +$81.6K +484 +152%
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$123K