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iShares Russell Top 200 ETF

188 hedge funds and large institutions have $1.1B invested in iShares Russell Top 200 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.55%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
21
Increased
70
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.1M +$11.5M +83,540 +14%
Bank of America
2
Bank of America
North Carolina
$80.6M +$1.17M +8,499 +1%
TF
3
Tompkins Financial
New York
$79.2M -$58.4M -424,751 -42%
GC
4
Gilbert & Cook
Iowa
$71M +$1.75M +12,704 +3%
Ameriprise
5
Ameriprise
Minnesota
$48.1M -$2.58M -18,752 -5%
Lido Advisors
6
Lido Advisors
California
$42.3M +$6.95M +50,605 +20%
LPL Financial
7
LPL Financial
California
$39.4M -$2.69M -19,552 -6%
EH
8
Equitable Holdings
New York
$34.7M +$19.7M +143,097 +130%
FL
9
FreeGulliver LLC
Louisiana
$30.3M +$2.73M +19,858 +10%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$29.6M -$20.6M -150,266 -41%
DL
11
DOHJ LLC
Washington
$26M -$1.65M -12,016 -6%
RWP
12
Reliant Wealth Planning
Kentucky
$25.6M +$480K +3,493 +2%
RIS
13
Richmond Investment Services
Wisconsin
$25.4M +$1.41M +10,227 +6%
PCP
14
Proficio Capital Partners
Massachusetts
$23.5M +$23.5M +170,695 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$23.1M -$969K -7,053 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20.8M +$2.37M +17,228 +13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$17.5M +$269K +1,959 +2%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$17.2M +$1.87M +13,600 +12%
KCM
19
KM Capital Management
Texas
$13.7M -$386K -2,806 -3%
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$12.7M -$118K -857 -0.9%
PGCM
21
Prescott Group Capital Management
Oklahoma
$12.5M +$6.87M +49,960 +122%
GKFF
22
George Kaiser Family Foundation
Oklahoma
$12.5M +$12.5M +90,755 New
WAM
23
WFA Asset Management
Wisconsin
$11.9M +$1.11M +8,743 +10%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.9M +$2.73M +19,842 +33%
MFG
25
Merit Financial Group
Georgia
$10.2M +$1.64M +11,948 +19%