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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
SCM
201
Sterling Capital Management
North Carolina
$2.82K
AFWM
202
Abich Financial Wealth Management
Virginia
$2.66K +$2.55K +16 New
S
203
SignatureFD
Georgia
$2.33K
ACA
204
Aptus Capital Advisors
Alabama
$2.16K
DL
205
DOHJ LLC
Washington
-$12.3M -93,113 Closed
AA
206
Armis Advisers
Georgia
-$2.09M -13,635 Closed
OAS
207
Optivise Advisory Services
Tennessee
-$1.71M -11,158 Closed
HFA
208
Hershey Financial Advisers
Pennsylvania
-$1.19M -7,783 Closed
Marshall Wace
209
Marshall Wace
United Kingdom
-$1.07M -7,019 Closed
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
-$867K -5,659 Closed
Kovitz Investment Group Partners
211
Kovitz Investment Group Partners
Illinois
-$260K -1,700 Closed
TL
212
Tradewinds LLC
North Carolina
-$251K -1,638 Closed
VFG
213
Victory Financial Group
Texas
-$221K -1,446 Closed
APWA
214
Atlas Private Wealth Advisors
New Jersey
-$214K -1,400 Closed
CCM
215
Chilton Capital Management
Texas
-$39.7K -259 Closed
LWMI
216
Legacy Wealth Management (Idaho)
Idaho
-$8.42K -55 Closed
AAS
217
Ameritas Advisory Services
Nebraska
-$7.03K -46 Closed
NS
218
NBC Securities
Alabama
-$6K -43 Closed
BCMLT
219
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.6K -17 Closed