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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
WIA
126
World Investment Advisors
California
$656K
OIA
127
OneDigital Investment Advisors
Kansas
$655K
ITG
128
Index Technologies Group
New York
$631K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$612K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$590K
NA
131
Networth Advisors
Pennsylvania
$573K
AIM
132
Advyzon Investment Management
Illinois
$553K
HF
133
HRT Financial
New York
$551K
GG
134
GenWealth Group
New Jersey
$550K
CWS
135
Confluence Wealth Services
Pennsylvania
$544K
AQR Capital Management
136
AQR Capital Management
Connecticut
$538K
GRP
137
Global Retirement Partners
California
$471K
MW
138
MBL Wealth
North Carolina
$459K
LWL
139
Leo Wealth LLC
Texas
$446K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$437K
M&T Bank
141
M&T Bank
New York
$437K
AI
142
Atria Investments
North Carolina
$435K
BBHC
143
Brown Brothers Harriman & Co
New York
$419K
VPF
144
Vantage Point Financial
Illinois
$415K
KAS
145
Kestra Advisory Services
Texas
$413K
GT
146
Glenmede Trust
Pennsylvania
$404K
RFG
147
REAP Financial Group
Texas
$399K
BlackRock
148
BlackRock
New York
$387K
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$358K
MCM
150
MAI Capital Management
Ohio
$355K