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iShares Russell Top 200 Value ETF

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
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

Top Sellers

1 -$56.7M
2 -$4.69M
3 -$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$15.4M
NA
27
NewEdge Advisors
Louisiana
$14M
KFG
28
Kingdom Financial Group
Arizona
$12.6M
KPWS
29
Kestra Private Wealth Services
Texas
$12.6M
HBS
30
Howard Bailey Securities
Indiana
$12.4M
Wells Fargo
31
Wells Fargo
California
$11.6M
LI
32
LifeWealth Investments
Florida
$10.7M
HGWM
33
Horst & Graben Wealth Management
Oregon
$9.82M
MML Investors Services
34
MML Investors Services
Massachusetts
$9.66M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$8.62M
Raymond James Financial
36
Raymond James Financial
Florida
$8.42M
SW
37
Simplicity Wealth
New Jersey
$8.13M
BOSSRA
38
B.O.S.S. Retirement Advisors
Utah
$5.8M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.78M
SWM
40
SigFig Wealth Management
California
$5.71M
LAS
41
Legacy Advisory Services
Pennsylvania
$5.65M
GI
42
GLOBALT Investments
Georgia
$5.56M
VW
43
Veridan Wealth
Oregon
$5.52M
HighTower Advisors
44
HighTower Advisors
Illinois
$4.7M
CWA
45
Centennial Wealth Advisory
Michigan
$4.49M
AWS
46
Atria Wealth Solutions
New York
$4.32M
CAG
47
Csenge Advisory Group
Florida
$4.31M
HIA
48
Harbor Investment Advisory
Maryland
$4.12M
IWC
49
Integrated Wealth Concepts
Massachusetts
$3.45M
PAS
50
Park Avenue Securities
New York
$3.41M