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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
ACA
251
Aptus Capital Advisors
Alabama
$2.6K
RFP
252
Root Financial Partners
California
$2.41K
FWP
253
FAS Wealth Partners
Kansas
$186 +$190 +2 New
PAS
254
Park Avenue Securities
New York
-$2.99M -32,515 Closed
CWA
255
Centennial Wealth Advisory
Michigan
-$2.06M -22,416 Closed
WS
256
Wilian Securities
Minnesota
-$926K -10,078 Closed
HF
257
HRT Financial
New York
-$551K -6,009 Closed
KAS
258
Kestra Advisory Services
Texas
-$413K -4,501 Closed
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
-$283K -3,077 Closed
CA
260
Continuum Advisory
Idaho
-$227K -2,472 Closed
BCM
261
Brookstone Capital Management
Illinois
-$226K -2,465 Closed
AWA
262
Alta Wealth Advisors
Massachusetts
-$220K -2,400 Closed
WA
263
WBH Advisory
Maryland
-$208K -2,263 Closed
GIPW
264
Granite Islands Private Wealth
Connecticut
-$203K -2,220 Closed
GM
265
GeoWealth Management
Illinois
-$201K -2,190 Closed
CIA
266
Cape Investment Advisory
Georgia
-$11.7K -127 Closed
SA
267
Strategic Advocates
Utah
-$6.47K -70 Closed
IIM
268
IFC & Insurance Marketing
California
-$4K -48 Closed
NFSG
269
Newbridge Financial Services Group
Florida
-$3.58K -39 Closed