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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
BBPWM
176
Blue Bell Private Wealth Management
Pennsylvania
$60.5K -$3.34K -21 -5%
IA
177
IFP Advisors
Florida
$59.3K -$39K -245 -41%
AUB
178
Atlantic Union Bankshares
Virginia
$55.8K +$53.5K +336 New
US Bancorp
179
US Bancorp
Minnesota
$48.5K
AF
180
Allworth Financial
California
$46.7K +$44.7K +281 New
ASN
181
Advisory Services Network
Georgia
$41.4K +$39.6K +249 New
AWM
182
AE Wealth Management
Kansas
$40.5K +$25.3K +159 +187%
RFP
183
Root Financial Partners
California
$37.9K +$36.3K +228 New
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.2K
ETS
185
ESL Trust Services
New York
$26.7K
HWA
186
HHM Wealth Advisors
Tennessee
$24.9K
NWM
187
Nova Wealth Management
Florida
$23.3K
CAM
188
Costello Asset Management
Pennsylvania
$21.7K +$159 +1 +0.8%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$21.1K
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$20.4K
TCOV
191
Trust Company of Vermont
Vermont
$16.6K
LI
192
LRI Investments
Florida
$13.8K
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$11.4K +$159 +1 +1%
LFG
194
Larson Financial Group
Missouri
$9.31K +$477 +3 +6%
EWA
195
EverSource Wealth Advisors
Alabama
$9.3K
GFWA
196
Grey Fox Wealth Advisors
Delaware
$8.64K +$8.28K +52 New
FFA
197
Farther Finance Advisors
California
$7.47K -$9.55K -60 -57%
FWA
198
Flagship Wealth Advisors
Massachusetts
$5.81K
Russell Investments Group
199
Russell Investments Group
United Kingdom
$5.65K
WSFS
200
Wilmington Savings Fund Society
Delaware
$3.82K