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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
CAG
51
Csenge Advisory Group
Florida
$5.26M
MC
52
Matters Capital
Florida
$4.79M
SWM
53
SigFig Wealth Management
California
$4.72M
IWC
54
Integrated Wealth Concepts
Massachusetts
$4.64M
HIA
55
Harbor Investment Advisory
Maryland
$4.62M
HighTower Advisors
56
HighTower Advisors
Illinois
$4.61M
Mariner
57
Mariner
Kansas
$4.61M
KCM
58
Key Capital Management
Tennessee
$4.55M
OC
59
Oppenheimer & Co
New York
$3.81M
VOYA Investment Management
60
VOYA Investment Management
Georgia
$3.43M
PAG
61
Private Advisor Group
New Jersey
$3.04M
SWA
62
SOA Wealth Advisors
New York
$3M
PAS
63
Park Avenue Securities
New York
$2.99M
GC
64
Granville Capital
North Carolina
$2.83M
FI
65
FWG Investments
Kentucky
$2.83M
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2.37M
FAT
67
First American Trust
California
$2.28M
FTWA
68
Fifth Third Wealth Advisors
Ohio
$2.25M
GWMIA
69
Global Wealth Management Investment Advisory
Florida
$2.06M
CWA
70
Centennial Wealth Advisory
Michigan
$2.06M
BOSSRA
71
B.O.S.S. Retirement Advisors
Utah
$2.01M
Q1WB
72
Quest 10 Wealth Builders
Virginia
$1.97M
LTAS
73
Linden Thomas Advisory Services
North Carolina
$1.93M
BRWA
74
B. Riley Wealth Advisors
Florida
$1.88M
CRC
75
Curi RMB Capital
Illinois
$1.87M