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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
WPW
76
Waldron Private Wealth
Pennsylvania
$1.96M +$360K +3,789 +22%
GS
77
GTS Securities
New York
$1.95M +$2M +21,057 New
CRC
78
Curi RMB Capital
Illinois
$1.89M +$476 +5 +0%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$1.82M -$38.8K -408 -2%
SAW
80
Signal Advisors Wealth
Michigan
$1.77M -$48.3K -508 -3%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$1.77M -$264K -2,773 -13%
CAG
82
Centerpoint Advisory Group
Kansas
$1.74M +$209K +2,198 +13%
Brown Advisory
83
Brown Advisory
Maryland
$1.71M
BRWA
84
B. Riley Wealth Advisors
Florida
$1.66M -$205K -2,159 -11%
SB
85
Strategic Blueprint
Georgia
$1.66M +$115K +1,206 +7%
CIAS
86
CFS Investment Advisory Services
New Jersey
$1.65M -$41.8K -439 -3%
ATPW
87
Ashton Thomas Private Wealth
Arizona
$1.63M -$162K -1,698 -9%
FNBOO
88
First National Bank of Omaha
Nebraska
$1.62M -$36.9K -388 -2%
AFP
89
Ausdal Financial Partners
Iowa
$1.59M -$131K -1,381 -7%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1.49M +$60.3K +634 +4%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.45M +$71.4K +751 +5%
HCA
92
Heck Capital Advisors
Wisconsin
$1.4M -$203K -2,137 -12%
VVP
93
Venture Visionary Partners
Ohio
$1.39M +$2.85K +30 +0.2%
AWMNH
94
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.3M -$43.7K -459 -3%
TWP
95
Triad Wealth Partners
Kansas
$1.29M +$1.33M +13,972 New
AZ
96
Alpha Zero
Florida
$1.29M
Stifel Financial
97
Stifel Financial
Missouri
$1.28M +$270K +2,840 +26%
CAM
98
Cresset Asset Management
Illinois
$1.23M +$7.9K +83 +0.6%
CBU
99
CIBC Bancorp USA
Illinois
$1.23M +$1.26M +13,246 New
FCP
100
Fidelis Capital Partners
Florida
$1.18M -$182K -1,917 -13%