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iShares Russell Top 200 Value ETF

211 hedge funds and large institutions have $3.09B invested in iShares Russell Top 200 Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

2% more funds holding

Funds holding: 206211 (+5)

2% more capital invested

Capital invested by funds: $3.04B → $3.09B (+$55.8M)

1.2% less ownership

Funds ownership: 109.97%108.76% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 69

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
2.77%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
23
Increased
60
Reduced
69
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$13.3M -$486K -5,669 -4%
Wells Fargo
27
Wells Fargo
California
$11.8M -$136K -1,583 -1%
Raymond James Financial
28
Raymond James Financial
Florida
$11.4M +$884K +10,307 +9%
HGWM
29
Horst & Graben Wealth Management
Oregon
$10.3M -$79.6K -928 -0.8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$10.1M +$1.32M +15,390 +15%
KFG
31
Kingdom Financial Group
Arizona
$9.85M +$2.16M +25,117 +29%
SW
32
Simplicity Wealth
New Jersey
$8.26M -$7.69M -89,603 -49%
LPL Financial
33
LPL Financial
California
$7.46M +$463K +5,400 +7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7.09M +$101K +1,172 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.91M +$291K +3,392 +5%
LAS
36
Legacy Advisory Services
Pennsylvania
$5.93M +$25.7K +299 +0.4%
GI
37
GLOBALT Investments
Georgia
$5.85M -$23K -268 -0.4%
VW
38
Veridan Wealth
Oregon
$5.83M +$5.7M +66,388 New
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
$5.43M -$543K -6,332 -9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$5.31M -$12.3M -143,230 -70%
CAG
41
Csenge Advisory Group
Florida
$5.1M +$190K +2,212 +4%
Mariner
42
Mariner
Kansas
$4.66M -$44.1K -514 -1%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$4.63M +$753K +8,776 +20%
HIA
44
Harbor Investment Advisory
Maryland
$4.43M +$22.8K +266 +0.5%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.96M -$556K -6,478 -13%
OC
46
Oppenheimer & Co
New York
$3.44M +$142K +1,659 +4%
SWA
47
SOA Wealth Advisors
New York
$2.91M -$68.2K -795 -2%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.88M +$104K +1,213 +4%
Goldman Sachs
49
Goldman Sachs
New York
$2.75M +$1.35M +15,689 +101%
ATPW
50
Ashton Thomas Private Wealth
Arizona
$2.7M +$423K +4,932 +19%