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iShares Russell Top 200 Value ETF

208 hedge funds and large institutions have $3.06B invested in iShares Russell Top 200 Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

1.14% less ownership

Funds ownership: 108.76%107.62% (-1.1%)

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.07B
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$548M
FCBT
3
First Citizens Bank & Trust
North Carolina
$519M
AWM
4
AE Wealth Management
Kansas
$92.1M
Lido Advisors
5
Lido Advisors
California
$87.3M
SW
6
SVB Wealth
Massachusetts
$48M
WSFS
7
Wilmington Savings Fund Society
Delaware
$42.8M
FCAM
8
First Citizens Asset Management
North Carolina
$42.7M
FCIS
9
First Citizens Investor Services
North Carolina
$38.8M
RPSA
10
Richard P. Slaughter Associates
Texas
$35.6M
Ameriprise
11
Ameriprise
Minnesota
$29.3M
UBS Group
12
UBS Group
Switzerland
$27.8M
JF
13
JSF Financial
California
$24.2M
JP Morgan Chase
14
JP Morgan Chase
New York
$22.9M
SCM
15
Sterling Capital Management
North Carolina
$21.9M
BMCM
16
Bryn Mawr Capital Management
Pennsylvania
$21.9M
CWAG
17
Compton Wealth Advisory Group
Virginia
$21.6M
Bank of America
18
Bank of America
North Carolina
$20.9M
WA
19
Waverly Advisors
Alabama
$18.2M
Morgan Stanley
20
Morgan Stanley
New York
$16.3M
Truist Financial
21
Truist Financial
North Carolina
$16.2M
LI
22
LifeWealth Investments
Florida
$15.7M
KPWS
23
Kestra Private Wealth Services
Texas
$15.3M
NA
24
NewEdge Advisors
Louisiana
$14.6M
HBS
25
Howard Bailey Securities
Indiana
$12.9M