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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.18% less ownership

Funds ownership: 70.83%70.65% (-0.18%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$29.3M
2 +$12.8M
3 +$10.5M
4
Lido Advisors
Lido Advisors
California
+$8.35M
5
Morgan Stanley
Morgan Stanley
New York
+$7.68M

Top Sellers

1 -$3.72M
2 -$3.25M
3 -$3.11M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.82M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$308K
SOAMC
152
Spirit of America Management Corp
New York
$299K
OGF
153
Orin Green Financial
California
$299K
MGIA
154
Moneta Group Investment Advisors
Missouri
$291K
YAIA
155
Yanni & Associates Investment Advisors
Pennsylvania
$286K
NAS
156
NWF Advisory Services
California
$283K
OWA
157
Octavia Wealth Advisors
Ohio
$255K
NAM
158
NTV Asset Management
West Virginia
$254K
CA
159
Crumly & Associates
Illinois
$250K
TA
160
TruWealth Advisors
Louisiana
$248K
MWA
161
Merkkuri Wealth Advisors
New York
$231K
SPIA
162
Steward Partners Investment Advisory
New York
$224K
BCI
163
Brinker Capital Investments
Pennsylvania
$216K
KFS
164
Kelly Financial Services
Massachusetts
$209K
ISB
165
Iowa State Bank
Iowa
$209K
OIM
166
Orca Investment Management
Oregon
$207K
JWS
167
Juncture Wealth Strategies
Arizona
$201K
Comerica Bank
168
Comerica Bank
Texas
$200K
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$171K
HR
170
Howe & Rusling
New York
$157K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$156K
Jones Financial Companies
172
Jones Financial Companies
Missouri
$132K
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$131K
Citigroup
174
Citigroup
New York
$123K
CFP
175
Comprehensive Financial Planning
Pennsylvania
$117K