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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
SCM
26
Sterling Capital Management
North Carolina
$21.9M +$4.02M +42,294 +22%
LI
27
LifeWealth Investments
Florida
$21.2M +$3.31M +34,785 +18%
WA
28
Waverly Advisors
Alabama
$19.5M +$404K +4,249 +2%
Raymond James Financial
29
Raymond James Financial
Florida
$18.5M +$6.02M +63,286 +47%
Morgan Stanley
30
Morgan Stanley
New York
$18.1M -$5.41M -56,861 -23%
HBS
31
Howard Bailey Securities
Indiana
$17.7M -$53.4K -561 -0.3%
NA
32
NewEdge Advisors
Louisiana
$17.1M -$305K -3,211 -2%
PS
33
Principal Securities
Iowa
$17M -$3.57M -37,559 -17%
KPWS
34
Kestra Private Wealth Services
Texas
$16.9M +$69.9K +735 +0.4%
PAG
35
Private Advisor Group
New Jersey
$16.9M +$14.2M +149,393 +451%
SA
36
Sanctuary Advisors
Indiana
$15.2M +$1.42M +14,972 +10%
Goldman Sachs
37
Goldman Sachs
New York
$14.4M -$846K -8,894 -5%
Truist Financial
38
Truist Financial
North Carolina
$13.6M -$3.13M -32,850 -18%
AWA
39
Arkadios Wealth Advisors
Georgia
$13.6M +$412K +4,336 +3%
HGWM
40
Horst & Graben Wealth Management
Oregon
$12.9M -$165K -1,732 -1%
Wells Fargo
41
Wells Fargo
California
$12.5M +$255K +2,677 +2%
OCM
42
One Capital Management
California
$12.4M +$5.17M +54,317 +68%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$11.1M +$890K +9,352 +8%
SW
44
Simplicity Wealth
New Jersey
$10M +$944K +9,925 +10%
MML Investors Services
45
MML Investors Services
Massachusetts
$9.98M -$2.35M -24,711 -19%
Osaic Holdings
46
Osaic Holdings
Arizona
$9.33M -$1.25M -13,169 -12%
KCM
47
Key Capital Management
Tennessee
$8.55M +$4.06M +42,718 +86%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$8.01M +$216K +2,266 +3%
VW
49
Veridan Wealth
Oregon
$6.24M +$41.8K +439 +0.7%
GI
50
GLOBALT Investments
Georgia
$5.9M -$146K -1,536 -2%