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iShares Russell Top 200 Value ETF

200 hedge funds and large institutions have $3B invested in iShares Russell Top 200 Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-14
Holders Change %
-6.54%
% of All Funds
2.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
29
Increased
60
Reduced
69
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$1.01M -$318K -3,780 -24%
CAM
77
Cresset Asset Management
Illinois
$943K -$41K -487 -4%
SF
78
Synovus Financial
Georgia
$914K +$15.9K +189 +2%
PFS
79
Prospera Financial Services
Texas
$889K +$169K +2,002 +23%
CAG
80
Centerpoint Advisory Group
Kansas
$874K +$183K +2,179 +27%
Stifel Financial
81
Stifel Financial
Missouri
$868K +$588K +6,988 +210%
T
82
Transce3nd
Texas
$863K +$81.3K +966 +10%
Franklin Resources
83
Franklin Resources
California
$860K
SAW
84
Signal Advisors Wealth
Michigan
$855K -$322K -3,829 -27%
Renaissance Technologies
85
Renaissance Technologies
New York
$825K +$825K +9,800 New
BCM
86
Brookstone Capital Management
Illinois
$819K +$819K +9,733 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$796K -$90.7K -1,077 -10%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$791K
DRP
89
Decker Retirement Planning
Utah
$787K -$10.9K -130 -1%
LAS
90
Lloyd Advisory Services
Georgia
$746K +$5.73K +68 +0.8%
SCM
91
SCS Capital Management
Massachusetts
$745K
SAM
92
Smartleaf Asset Management
Massachusetts
$714K -$83K -989 -10%
VFG
93
Victory Financial Group
Texas
$712K
MAC
94
Mason & Associates (California)
California
$709K
CA
95
Claro Advisors
Massachusetts
$706K +$273K +3,241 +63%
EH
96
Equitable Holdings
New York
$697K +$74.3K +882 +12%
HF
97
HRT Financial
New York
$666K +$666K +7,922 New
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$648K
MFG
99
Merit Financial Group
Georgia
$644K +$644K +7,652 New
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$642K -$78.7K -935 -11%