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iShares Russell Top 200 Value ETF

240 hedge funds and large institutions have $4.29B invested in iShares Russell Top 200 Value ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$1M
PFPG
102
Pinnacle Financial Partners (Georgia)
Georgia
$993K
FWM
103
FLP Wealth Management
Arkansas
$980K
MCWS
104
McKinley Carter Wealth Services
West Virginia
$973K
PFS
105
Prospera Financial Services
Texas
$943K
WS
106
Wilian Securities
Minnesota
$926K
CA
107
Claro Advisors
Massachusetts
$914K
KBFS
108
Kohmann Bosshard Financial Services
Ohio
$863K
GWM
109
Geneos Wealth Management
Colorado
$846K
SCM
110
SCS Capital Management
Massachusetts
$813K
SW
111
SMART Wealth
Nebraska
$802K
LAS
112
Lloyd Advisory Services
Georgia
$789K
KFS
113
Kelly Financial Services
Massachusetts
$788K
SAM
114
Smartleaf Asset Management
Massachusetts
$787K
MAC
115
Mason & Associates (California)
California
$773K
CIS
116
Custom Index Systems
New York
$768K
AFG
117
Atomi Financial Group
New York
$762K
VFG
118
Victory Financial Group
Texas
$747K
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$731K
Franklin Resources
120
Franklin Resources
California
$725K
MFG
121
Merit Financial Group
Georgia
$703K
FFA
122
Farther Finance Advisors
California
$700K
EH
123
Equitable Holdings
New York
$694K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$689K
QCM
125
Quantinno Capital Management
New York
$685K