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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
LAS
51
Legacy Advisory Services
Pennsylvania
$5.83M -$469K -4,933 -7%
GF
52
GTS Financial
Minnesota
$5.71M +$6.61M +69,506 New
FAT
53
First American Trust
California
$5.43M +$3.21M +33,742 +136%
HighTower Advisors
54
HighTower Advisors
Illinois
$5.04M +$399K +4,189 +8%
CAG
55
Csenge Advisory Group
Florida
$4.92M -$393K -4,131 -7%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$4.91M -$481K -5,061 -9%
IWC
57
Integrated Wealth Concepts
Massachusetts
$4.87M +$191K +2,007 +4%
MC
58
Matters Capital
Florida
$4.84M +$2.09K +22 +0%
HIA
59
Harbor Investment Advisory
Maryland
$4.66M +$5.04K +53 +0.1%
AFG
60
Atomi Financial Group
New York
$4.36M +$3.68M +38,725 +467%
Mariner
61
Mariner
Kansas
$3.87M -$804K -8,450 -17%
OC
62
Oppenheimer & Co
New York
$3.87M +$26.8K +282 +0.7%
SWM
63
SigFig Wealth Management
California
$3.78M -$1.01M -10,575 -21%
WIA
64
World Investment Advisors
California
$3.44M -$89.1K -937 -2%
FTWA
65
Fifth Third Wealth Advisors
Ohio
$3.17M +$923K +9,699 +40%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$3.14M -$325K -3,414 -9%
SWA
67
Stratos Wealth Advisors
Ohio
$3.04M +$1.9M +19,982 +156%
SWA
68
SOA Wealth Advisors
New York
$2.98M -$57.4K -603 -2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.94M +$2.26M +23,761 +299%
GC
70
Granville Capital
North Carolina
$2.85M
FI
71
FWG Investments
Kentucky
$2.73M -$127K -1,338 -4%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2.4M +$9.13K +96 +0.4%
Q1WB
73
Quest 10 Wealth Builders
Virginia
$2.05M +$55.5K +583 +3%
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$2.01M -$73.3K -771 -3%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$2.01M +$826K +8,680 +65%