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iShares Russell Top 200 Value ETF

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
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

Top Sellers

1 -$56.7M
2 -$4.69M
3 -$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$379K
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K
OWA
128
One Wealth Advisors
California
$377K
BBHC
129
Brown Brothers Harriman & Co
New York
$375K
WA
130
WBH Advisory
Maryland
$374K
VPF
131
Vantage Point Financial
Illinois
$371K
RFG
132
REAP Financial Group
Texas
$370K
PA
133
Parallel Advisors
California
$361K
ACA
134
Affinity Capital Advisors
California
$356K
SWM
135
Silverlake Wealth Management
Vermont
$355K
BlackRock
136
BlackRock
New York
$346K
PA
137
Pineridge Advisors
Missouri
$342K
CWP
138
Cyndeo Wealth Partners
Florida
$341K
MWM
139
Meridian Wealth Management
Kentucky
$326K
PCA
140
Pallas Capital Advisors
Massachusetts
$310K
AQR Capital Management
141
AQR Capital Management
Connecticut
$310K
YWM
142
Yoder Wealth Management
California
$307K
FA
143
FSA Advisors
Michigan
$305K
MWM
144
Maripau Wealth Management
Indiana
$296K
BA
145
Ballast Advisors
Minnesota
$296K
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$295K
William Blair & Company
147
William Blair & Company
Illinois
$293K
CA
148
Continuum Advisory
Idaho
$292K
Stifel Financial
149
Stifel Financial
Missouri
$273K
BFA
150
Beaumont Financial Advisors
Massachusetts
$269K