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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
BlackRock
126
BlackRock
New York
$370K
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K
Jane Street
128
Jane Street
New York
$340K
MCM
129
MAI Capital Management
Ohio
$340K
MWM
130
Meridian Wealth Management
Kentucky
$338K
AQR Capital Management
131
AQR Capital Management
Connecticut
$331K
PCA
132
Pallas Capital Advisors
Massachusetts
$331K
YWM
133
Yoder Wealth Management
California
$329K
BA
134
Ballast Advisors
Minnesota
$317K
William Blair & Company
135
William Blair & Company
Illinois
$311K
SWM
136
Silverlake Wealth Management
Vermont
$309K
CWP
137
Cyndeo Wealth Partners
Florida
$300K
CW
138
CreativeOne Wealth
Kansas
$298K
SAM
139
Synergy Asset Management
Washington
$295K
EW
140
Evoke Wealth
California
$294K
MWM
141
Maripau Wealth Management
Indiana
$293K
DT
142
Diversified Trust
Tennessee
$276K
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$275K
PCG
144
Prosperity Consulting Group
Maryland
$273K
SWP
145
Sagespring Wealth Partners
Tennessee
$271K
LIA
146
LifePlan Investment Advisors
North Carolina
$270K
1832 Asset Management
147
1832 Asset Management
Ontario, Canada
$268K
PTC
148
Private Trust Company
Ohio
$265K
MMA
149
Miracle Mile Advisors
California
$252K
ATC
150
Argent Trust Co
Tennessee
$248K