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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
FI
51
FWG Investments
Kentucky
$2.67M +$173K +2,018 +7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$199K +2,322 +10%
GWMIA
53
Global Wealth Management Investment Advisory
Florida
$2.13M -$5.32K -62 -0.3%
Two Sigma Investments
54
Two Sigma Investments
New York
$1.85M -$858K -10,000 -32%
Q1WB
55
Quest 10 Wealth Builders
Virginia
$1.83M +$176K +2,054 +11%
CRC
56
Curi RMB Capital
Illinois
$1.79M +$1.75M +20,361 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.78M -$4.46K -52 -0.3%
SAW
58
Signal Advisors Wealth
Michigan
$1.76M +$851K +9,921 +98%
CCB
59
Country Club Bank
Missouri
$1.6M -$152K -1,770 -9%
CIAS
60
CFS Investment Advisory Services
New Jersey
$1.57M -$11.6K -135 -0.8%
PAG
61
Private Advisor Group
New Jersey
$1.54M +$474K +5,530 +46%
WPW
62
Waldron Private Wealth
Pennsylvania
$1.52M
HCA
63
Heck Capital Advisors
Wisconsin
$1.48M +$295K +3,436 +26%
SB
64
Strategic Blueprint
Georgia
$1.47M +$40.2K +469 +3%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$1.42M -$36.4K -424 -3%
FTWA
66
Fifth Third Wealth Advisors
Ohio
$1.41M -$125K -1,457 -8%
FCP
67
Fidelis Capital Partners
Florida
$1.38M
VVP
68
Venture Visionary Partners
Ohio
$1.32M +$2.92K +34 +0.2%
CAG
69
Centerpoint Advisory Group
Kansas
$1.31M +$385K +4,484 +43%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.31M -$329K -3,836 -21%
AWMNH
71
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.27M -$104K -1,212 -8%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.25M +$18.4K +214 +2%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$1.22M +$384K +4,476 +47%
AZ
74
Alpha Zero
Florida
$1.22M
Citadel Advisors
75
Citadel Advisors
Florida
$1.22M -$308K -3,588 -20%