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iShares Russell Top 200 Value ETF

253 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Value ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 242253 (+11)

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

1.63% less ownership

Funds ownership: 110.46%108.82% (-1.6%)

14% less capital invested

Capital invested by funds: $4.3B → $3.71B (-$585M)

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.25%
New
33
Increased
78
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$58.6K
Qube Research & Technologies (QRT)
227
Qube Research & Technologies (QRT)
United Kingdom
$55.5K +$10.2K +107 +22%
IAIM
228
International Assets Investment Management
Florida
$54.7K +$55.8K +587 New
RFS
229
Richardson Financial Services
Massachusetts
$47.7K -$1.43K -15 -3%
AIM
230
Anchor Investment Management
South Carolina
$46.3K
FHC
231
First Horizon Corporation
Tennessee
$39K
DJSG
232
D.J. St. Germain
Massachusetts
$27.2K
TWIM
233
TIAA Wealth Investment Management
New York
$26.8K +$27.5K +289 New
CTWM
234
Cherry Tree Wealth Management
Minnesota
$24.7K
AssetMark Inc
235
AssetMark Inc
California
$20.5K +$12.7K +134 +154%
GWS
236
Greykasell Wealth Strategies
California
$18.8K
AF
237
Allworth Financial
California
$17.2K
AAG
238
Armstrong Advisory Group
Massachusetts
$15.8K +$16.3K +171 New
BLC
239
Brown, Lisle/Cummings
Rhode Island
$13.3K +$13.6K +143 New
NRC
240
New Republic Capital
North Carolina
$13K +$13.3K +140 New
CAM
241
Clarity Asset Management
Iowa
$10.1K +$10.4K +109 New
CT
242
Clearstead Trust
Maine
$9.55K
GSWM
243
Golden State Wealth Management
California
$9.54K
BIAS
244
Beacon Investment Advisory Services
New Jersey
$8.34K +$8.56K +90 New
CPG
245
Cornerstone Planning Group
New Jersey
$6.47K -$18.4K -193 -75%
MWC
246
MBM Wealth Consultants
Missouri
$6.3K +$6.47K +68 New
CFD
247
Creative Financial Designs
Indiana
$6.21K +$6.37K +67 New
SWM
248
Spire Wealth Management
Virginia
$5K +$5.14K +54 New
TCOT
249
Trust Company of Toledo
Ohio
$4.45K
EWM
250
Evolution Wealth Management
Florida
$4.36K