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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
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
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
Russell Investments Group
211
Russell Investments Group
United Kingdom
$7.34K
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$7.18K
GRP
213
Global Retirement Partners
California
$4.95K
MCM
214
MidAtlantic Capital Management
Virginia
$4.95K
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
AW
220
Ankerstar Wealth
Texas
$341
LAS
221
Lloyd Advisory Services
Georgia
$184
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
Two Sigma Investments
223
Two Sigma Investments
New York
DT
224
Diversified Trust
Tennessee
TRCT
225
Tower Research Capital (TRC)
New York