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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
CA
101
Claro Advisors
Massachusetts
$717K -$19.7K -230 -3%
MFG
102
Merit Financial Group
Georgia
$672K
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$670K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$659K -$16.3K -190 -2%
QCM
105
Quantinno Capital Management
New York
$625K -$8.75K -102 -1%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$559K +$17.4K +203 +3%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$539K +$359K +4,187 +214%
AWA
108
Arkadios Wealth Advisors
Georgia
$536K
Osaic Holdings
109
Osaic Holdings
Arizona
$522K -$10.6M -123,283 -95%
CWS
110
Confluence Wealth Services
Pennsylvania
$521K -$9.01K -105 -2%
JWCA
111
J.W. Cole Advisors
Florida
$514K +$2.15K +25 +0.4%
GG
112
GenWealth Group
New Jersey
$513K
FFA
113
Farther Finance Advisors
California
$507K -$11.9K -139 -2%
FA
114
FSA Advisors
Michigan
$498K +$28.8K +336 +6%
OIA
115
OneDigital Investment Advisors
Kansas
$490K -$343 -4 -0.1%
GIM
116
Glenmede Investment Management
Pennsylvania
$470K
MW
117
MBL Wealth
North Carolina
$439K -$129K -1,500 -23%
TRCT
118
Tower Research Capital (TRC)
New York
$438K +$361K +4,203 +539%
M&T Bank
119
M&T Bank
New York
$418K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$411K -$33.3K -388 -8%
OWA
121
One Wealth Advisors
California
$404K
BBHC
122
Brown Brothers Harriman & Co
New York
$401K
PA
123
Pineridge Advisors
Missouri
$401K +$27.1K +316 +7%
SWP
124
SIMA Wealth Partners
Virginia
$399K
VPF
125
Vantage Point Financial
Illinois
$397K