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iShares Russell Top 200 Value ETF

240 hedge funds and large institutions have $4.29B invested in iShares Russell Top 200 Value ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
Bank of America
26
Bank of America
North Carolina
$21.8M
PS
27
Principal Securities
Iowa
$20.3M
WA
28
Waverly Advisors
Alabama
$18.9M
SCM
29
Sterling Capital Management
North Carolina
$17.8M
LI
30
LifeWealth Investments
Florida
$17.8M
HBS
31
Howard Bailey Securities
Indiana
$17.6M
NA
32
NewEdge Advisors
Louisiana
$17.2M
KPWS
33
Kestra Private Wealth Services
Texas
$16.7M
Truist Financial
34
Truist Financial
North Carolina
$16.5M
Goldman Sachs
35
Goldman Sachs
New York
$15.1M
SA
36
Sanctuary Advisors
Indiana
$13.7M
AWA
37
Arkadios Wealth Advisors
Georgia
$13M
Raymond James Financial
38
Raymond James Financial
Florida
$12.5M
HGWM
39
Horst & Graben Wealth Management
Oregon
$12.2M
Wells Fargo
40
Wells Fargo
California
$12.2M
MML Investors Services
41
MML Investors Services
Massachusetts
$12.2M
Osaic Holdings
42
Osaic Holdings
Arizona
$10.5M
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$10.1M
SW
44
Simplicity Wealth
New Jersey
$9.04M
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$7.73M
OCM
46
One Capital Management
California
$7.31M
LAS
47
Legacy Advisory Services
Pennsylvania
$6.23M
VW
48
Veridan Wealth
Oregon
$6.14M
GI
49
GLOBALT Investments
Georgia
$5.99M
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$5.33M