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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
Morgan Stanley
1
Morgan Stanley
New York
$113M -$1.23M -7,699 -1%
Bank of America
2
Bank of America
North Carolina
$103M +$1.03M +6,501 +1%
TF
3
Tompkins Financial
New York
$91.8M -$152K -955 -0.2%
GC
4
Gilbert & Cook
Iowa
$85.6M -$2.52M -15,864 -3%
RIS
5
Richmond Investment Services
Wisconsin
$64.1M +$1.5M +9,442 +3%
Ameriprise
6
Ameriprise
Minnesota
$59.5M -$169K -1,061 -0.3%
Lido Advisors
7
Lido Advisors
California
$55.3M +$3.71M +23,301 +8%
LPL Financial
8
LPL Financial
California
$43.4M -$622K -3,910 -1%
FL
9
FreeGulliver LLC
Louisiana
$40.1M +$221K +1,386 +0.6%
HCA
10
Heck Capital Advisors
Wisconsin
$33.9M -$46.1K -290 -0.1%
RWP
11
Reliant Wealth Planning
Kentucky
$33.5M -$462K -2,903 -1%
SFS
12
Searcy Financial Services
Kansas
$29.6M -$88.3K -555 -0.3%
JP Morgan Chase
13
JP Morgan Chase
New York
$27M -$1.54M -9,656 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$24.1M +$3.73M +23,463 +19%
MCWS
15
McKinley Carter Wealth Services
West Virginia
$22.6M -$11.4M -71,473 -34%
GKFF
16
George Kaiser Family Foundation
Oklahoma
$22.3M
PGCM
17
Prescott Group Capital Management
Oklahoma
$22.3M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$21M -$39.9K -251 -0.2%
MF
19
Manchester Financial
California
$19.3M +$3.38M +21,240 +22%
EH
20
Equitable Holdings
New York
$17.1M +$14.8K +93 +0.1%
WCAMG
21
Woodard & Company Asset Management Group
North Carolina
$15.3M -$178K -1,116 -1%
KCM
22
KM Capital Management
Texas
$15M -$1.53M -9,599 -10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$14.3M +$159K +998 +1%
MMA
24
Miracle Mile Advisors
California
$14M -$1.45M -9,109 -10%
WAM
25
WFA Asset Management
Wisconsin
$12.6M -$237K -1,488 -2%