We are live on ! Find out more
IWX icon

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
DRP
101
Decker Retirement Planning
Utah
$1.17M +$41.6K +437 +4%
CA
102
Claro Advisors
Massachusetts
$1.14M +$229K +2,408 +24%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$1.14M -$130K -1,366 -10%
FIA
104
Foundations Investment Advisors
Arizona
$1.14M +$57.5K +604 +5%
GWP
105
Gateway Wealth Partners
Wisconsin
$1.1M +$1.13M +11,891 New
FWM
106
FLP Wealth Management
Arkansas
$1.09M +$105K +1,106 +10%
CA
107
Centennial Advisors
Texas
$1.09M -$23.4K -246 -2%
PFPG
108
Pinnacle Financial Partners (Georgia)
Georgia
$1.01M +$11.6K +122 +1%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$981K
PFS
110
Prospera Financial Services
Texas
$951K
PCA
111
Prosperity Capital Advisors
Ohio
$945K +$970K +10,197 New
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$871K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$844K +$232K +2,439 +37%
TRCT
114
Tower Research Capital (TRC)
New York
$841K +$863K +9,070 New
SW
115
SMART Wealth
Nebraska
$830K +$21.2K +223 +3%
SCM
116
SCS Capital Management
Massachusetts
$820K
GWM
117
Geneos Wealth Management
Colorado
$797K -$58.7K -617 -7%
CIS
118
Custom Index Systems
New York
$774K -$856 -9 -0.1%
SAM
119
Smartleaf Asset Management
Massachusetts
$773K
MAC
120
Mason & Associates (California)
California
$765K
VFG
121
Victory Financial Group
Texas
$759K +$5.8K +61 +0.8%
FFA
122
Farther Finance Advisors
California
$738K +$28.1K +295 +4%
MFG
123
Merit Financial Group
Georgia
$709K
Citigroup
124
Citigroup
New York
$705K +$598K +6,286 +476%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$699K +$4.38K +46 +0.6%