We are live on ! Find out more
IWL icon

iShares Russell Top 200 ETF

225 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

2% more funds holding

Funds holding: 220225 (+5)

0.76% more ownership

Funds ownership: 70.79%71.55% (+0.76%)

4% less capital invested

Capital invested by funds: $1.43B → $1.38B (-$52.6M)

7% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 75

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
225
Holders Change
+5
Holders Change %
+2.27%
% of All Funds
2.77%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.16%
New
30
Increased
70
Reduced
75
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$24.1K +$25.3K +150 New
GFA
202
Godfrey Financial Associates
New York
$22.5K
NWM
203
Nova Wealth Management
Florida
$22.5K
William Blair & Company
204
William Blair & Company
Illinois
$22.5K
CAM
205
Costello Asset Management
Pennsylvania
$20.9K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$20.5K +$169 +1 +0.8%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$19.7K
TRCT
208
Tower Research Capital (TRC)
New York
$18K +$18.9K +112 New
BF
209
BOK Financial
Oklahoma
$17.3K -$2.18M -12,937 -99%
LI
210
LRI Investments
Florida
$13.3K
UBS AM
211
UBS AM
Illinois
$12.5K +$13.1K +78 New
GJIA
212
Glass Jacobson Investment Advisors
Maryland
$11K
MG
213
Mather Group
Illinois
$10.1K +$10.6K +63 New
LFG
214
Larson Financial Group
Missouri
$9K
EWA
215
EverSource Wealth Advisors
Alabama
$8.99K
ATPW
216
Ashton Thomas Private Wealth
Arizona
$8.35K +$8.77K +52 New
ECA
217
Elevated Capital Advisors
Utah
$7.38K
FWA
218
Flagship Wealth Advisors
Massachusetts
$5.36K +$5.9K +35 New
WSFS
219
Wilmington Savings Fund Society
Delaware
$3.69K
JWA
220
JFS Wealth Advisors
Pennsylvania
$2.73K +$2.87K +17 New
SCM
221
Sterling Capital Management
North Carolina
$2.73K
S
222
SignatureFD
Georgia
$2.25K
ACA
223
Aptus Capital Advisors
Alabama
$2.09K
KFAS
224
Keating Financial Advisory Services
Kansas
$1.44K
Russell Investments Group
225
Russell Investments Group
United Kingdom
$802 -$6.41K -38 -88%