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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
CAM
201
Costello Asset Management
Pennsylvania
$22.3K
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$21.8K
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$21K
TCOV
204
Trust Company of Vermont
Vermont
$17.1K
LI
205
LRI Investments
Florida
$14.2K
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$11.8K +$11.7K +69 New
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$11.7K
LFG
208
Larson Financial Group
Missouri
$9.57K
EWA
209
EverSource Wealth Advisors
Alabama
$9.55K
ECA
210
Elevated Capital Advisors
Utah
$7.85K +$7.77K +46 New
Russell Investments Group
211
Russell Investments Group
United Kingdom
$7.34K +$1.52K +9 +26%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$7.18K +$7.09K +42 New
GRP
213
Global Retirement Partners
California
$4.95K +$4.9K +29 New
MCM
214
MidAtlantic Capital Management
Virginia
$4.95K +$4.9K +29 New
WSFS
215
Wilmington Savings Fund Society
Delaware
$3.92K
SCM
216
Sterling Capital Management
North Carolina
$2.9K
S
217
SignatureFD
Georgia
$2.39K
ACA
218
Aptus Capital Advisors
Alabama
$2.22K
KFAS
219
Keating Financial Advisory Services
Kansas
$1.54K +$1.52K +9 New
AW
220
Ankerstar Wealth
Texas
$341 +$338 +2 New
LAS
221
Lloyd Advisory Services
Georgia
$184 +$169 +1 New
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
-$2.82M -17,000 Closed
Two Sigma Investments
223
Two Sigma Investments
New York
-$2.64M -15,900 Closed
DT
224
Diversified Trust
Tennessee
-$475K -2,859 Closed
TRCT
225
Tower Research Capital (TRC)
New York
-$456K -2,744 Closed