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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
MCWS
76
McKinley Carter Wealth Services
West Virginia
$1.2M -$9.01K -105 -0.8%
FIA
77
Foundations Investment Advisors
Arizona
$1.18M -$65.7K -766 -5%
Jones Financial Companies
78
Jones Financial Companies
Missouri
$1.16M -$5.49K -64 -0.5%
AFP
79
Ausdal Financial Partners
Iowa
$1.03M -$34.3K -400 -3%
SWA
80
Stratos Wealth Advisors
Ohio
$1.02M +$394K +4,594 +66%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$998K -$1.6M -18,632 -62%
DRP
82
Decker Retirement Planning
Utah
$998K +$172K +2,008 +21%
CAM
83
Cresset Asset Management
Illinois
$985K
CIS
84
Custom Index Systems
New York
$978K +$955K +11,132 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$975K -$4.27M -49,726 -82%
Stifel Financial
86
Stifel Financial
Missouri
$932K +$24.9K +290 +3%
GS
87
GTS Securities
New York
$912K +$890K +10,376 New
PFS
88
Prospera Financial Services
Texas
$902K -$25.7K -300 -3%
SF
89
Synovus Financial
Georgia
$884K -$69K -804 -7%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$826K
BCM
91
Brookstone Capital Management
Illinois
$785K -$69K -804 -8%
SCM
92
SCS Capital Management
Massachusetts
$778K
LAS
93
Lloyd Advisory Services
Georgia
$765K -$13.4K -156 -2%
SAM
94
Smartleaf Asset Management
Massachusetts
$747K
VFG
95
Victory Financial Group
Texas
$743K
FWM
96
FLP Wealth Management
Arkansas
$741K +$108K +1,263 +18%
MAC
97
Mason & Associates (California)
California
$740K
Franklin Resources
98
Franklin Resources
California
$730K -$164K -1,915 -19%
SW
99
SMART Wealth
Nebraska
$729K +$135K +1,568 +23%
EH
100
Equitable Holdings
New York
$727K -$1.03K -12 -0.1%