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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
Morgan Stanley
1
Morgan Stanley
New York
$124M +$7.68M +45,442 +7%
Bank of America
2
Bank of America
North Carolina
$117M +$10.5M +62,109 +10%
TF
3
Tompkins Financial
New York
$97.5M +$3.09M +18,292 +3%
GC
4
Gilbert & Cook
Iowa
$86.9M -$1.07M -6,354 -1%
RIS
5
Richmond Investment Services
Wisconsin
$67.6M +$1.76M +10,424 +3%
Lido Advisors
6
Lido Advisors
California
$65.2M +$8.35M +49,404 +15%
Ameriprise
7
Ameriprise
Minnesota
$62.6M +$1.49M +8,791 +2%
LPL Financial
8
LPL Financial
California
$48.4M +$3.77M +22,292 +9%
FL
9
FreeGulliver LLC
Louisiana
$37.4M -$3.72M -22,005 -9%
HCA
10
Heck Capital Advisors
Wisconsin
$34.9M +$138K +814 +0.4%
RWP
11
Reliant Wealth Planning
Kentucky
$34M -$419K -2,479 -1%
SFS
12
Searcy Financial Services
Kansas
$30.4M -$83.5K -494 -0.3%
CB
13
Commerce Bank
Missouri
$29.6M +$29.3M +173,607 New
JP Morgan Chase
14
JP Morgan Chase
New York
$26.6M -$1.07M -6,325 -4%
GKFF
15
George Kaiser Family Foundation
Oklahoma
$22.9M
PGCM
16
Prescott Group Capital Management
Oklahoma
$22.9M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22.8M -$1.99M -11,796 -8%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$22.1M -$1.12M -6,618 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$21.1M -$464K -2,745 -2%
MF
20
Manchester Financial
California
$20.2M +$368K +2,178 +2%
EH
21
Equitable Holdings
New York
$17.4M -$147K -870 -0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$17M +$2.26M +13,389 +16%
MMA
23
Miracle Mile Advisors
California
$14M -$396K -2,344 -3%
KCM
24
KM Capital Management
Texas
$13.3M -$2.15M -12,722 -14%
AAS
25
Annex Advisory Services
Wisconsin
$12.9M +$12.8M +75,809 New