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iShares Russell Top 200 Value ETF

208 hedge funds and large institutions have $3.06B invested in iShares Russell Top 200 Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

1.14% less ownership

Funds ownership: 108.76%107.62% (-1.1%)

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
MFG
101
Merit Financial Group
Georgia
$672K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$670K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$659K
QCM
104
Quantinno Capital Management
New York
$625K
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$559K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$539K
AWA
107
Arkadios Wealth Advisors
Georgia
$536K
Osaic Holdings
108
Osaic Holdings
Arizona
$522K
CWS
109
Confluence Wealth Services
Pennsylvania
$521K
JWCA
110
J.W. Cole Advisors
Florida
$514K
GG
111
GenWealth Group
New Jersey
$513K
FFA
112
Farther Finance Advisors
California
$507K
FA
113
FSA Advisors
Michigan
$498K
OIA
114
OneDigital Investment Advisors
Kansas
$490K
GIM
115
Glenmede Investment Management
Pennsylvania
$470K
MW
116
MBL Wealth
North Carolina
$439K
TRCT
117
Tower Research Capital (TRC)
New York
$438K
M&T Bank
118
M&T Bank
New York
$418K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$411K
OWA
120
One Wealth Advisors
California
$404K
BBHC
121
Brown Brothers Harriman & Co
New York
$401K
PA
122
Pineridge Advisors
Missouri
$401K
VPF
123
Vantage Point Financial
Illinois
$397K
PA
124
Parallel Advisors
California
$386K
RFG
125
REAP Financial Group
Texas
$382K