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iShares Russell Top 200 Value ETF

210 hedge funds and large institutions have $3.07B 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, 68 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: $ → $

1.15% less ownership

Funds ownership: 109.24%108.09% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
210
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
RFG
126
REAP Financial Group
Texas
$382K
BlackRock
127
BlackRock
New York
$370K
LWANC
128
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K
Jane Street
129
Jane Street
New York
$340K
MCM
130
MAI Capital Management
Ohio
$340K
MWM
131
Meridian Wealth Management
Kentucky
$338K
AQR Capital Management
132
AQR Capital Management
Connecticut
$331K
PCA
133
Pallas Capital Advisors
Massachusetts
$331K
YWM
134
Yoder Wealth Management
California
$329K
BA
135
Ballast Advisors
Minnesota
$317K
William Blair & Company
136
William Blair & Company
Illinois
$311K
SWM
137
Silverlake Wealth Management
Vermont
$309K
CWP
138
Cyndeo Wealth Partners
Florida
$300K
CW
139
CreativeOne Wealth
Kansas
$298K
SAM
140
Synergy Asset Management
Washington
$295K
EW
141
Evoke Wealth
California
$294K
MWM
142
Maripau Wealth Management
Indiana
$293K
DT
143
Diversified Trust
Tennessee
$276K
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$275K
PCG
145
Prosperity Consulting Group
Maryland
$273K
SWP
146
Sagespring Wealth Partners
Tennessee
$271K
LIA
147
LifePlan Investment Advisors
North Carolina
$270K
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$268K
PTC
149
Private Trust Company
Ohio
$265K
MMA
150
Miracle Mile Advisors
California
$252K