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iShares Russell Top 200 Value ETF

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$56.7M
2 -$4.69M
3 -$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
76
Foundations Investment Advisors
Arizona
$1.19M
KFS
77
Kelly Financial Services
Massachusetts
$1.17M
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$1.16M
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$1.15M
SAW
80
Signal Advisors Wealth
Michigan
$1.15M
AFP
81
Ausdal Financial Partners
Iowa
$965K
CAM
82
Cresset Asset Management
Illinois
$961K
MCWS
83
McKinley Carter Wealth Services
West Virginia
$957K
SF
84
Synovus Financial
Georgia
$876K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$866K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$863K
Franklin Resources
87
Franklin Resources
California
$840K
DRP
88
Decker Retirement Planning
Utah
$779K
SAM
89
Smartleaf Asset Management
Massachusetts
$773K
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$772K
T
91
Transce3nd
Texas
$763K
LRWM
92
Lord & Richards Wealth Management
Colorado
$732K
SCM
93
SCS Capital Management
Massachusetts
$727K
LAS
94
Lloyd Advisory Services
Georgia
$722K
PFS
95
Prospera Financial Services
Texas
$704K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$703K
AAS
97
Avantax Advisory Services
Texas
$702K
VFG
98
Victory Financial Group
Texas
$695K
MAC
99
Mason & Associates (California)
California
$692K
CAG
100
Centerpoint Advisory Group
Kansas
$674K