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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
PA
126
Parallel Advisors
California
$386K
RFG
127
REAP Financial Group
Texas
$382K -$10.7K -125 -3%
BlackRock
128
BlackRock
New York
$370K
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K -$60.1K -700 -15%
Jane Street
130
Jane Street
New York
$340K +$64.6K +753 +24%
MCM
131
MAI Capital Management
Ohio
$340K -$106K -1,233 -24%
MWM
132
Meridian Wealth Management
Kentucky
$338K +$601 +7 +0.2%
AQR Capital Management
133
AQR Capital Management
Connecticut
$331K
PCA
134
Pallas Capital Advisors
Massachusetts
$331K
YWM
135
Yoder Wealth Management
California
$329K
BA
136
Ballast Advisors
Minnesota
$317K
William Blair & Company
137
William Blair & Company
Illinois
$311K
SWM
138
Silverlake Wealth Management
Vermont
$309K -$172 -2 -0.1%
CWP
139
Cyndeo Wealth Partners
Florida
$300K
CW
140
CreativeOne Wealth
Kansas
$298K +$13.6K +158 +5%
SAM
141
Synergy Asset Management
Washington
$295K +$288K +3,353 New
EW
142
Evoke Wealth
California
$294K -$69.1K -805 -19%
MWM
143
Maripau Wealth Management
Indiana
$293K -$15.4K -180 -5%
DT
144
Diversified Trust
Tennessee
$276K
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$275K -$8.84K -103 -3%
PCG
146
Prosperity Consulting Group
Maryland
$273K +$266K +3,105 New
SWP
147
Sagespring Wealth Partners
Tennessee
$271K -$5.06K -59 -2%
LIA
148
LifePlan Investment Advisors
North Carolina
$270K +$263K +3,067 New
1832 Asset Management
149
1832 Asset Management
Ontario, Canada
$268K -$205K -2,386 -44%
PTC
150
Private Trust Company
Ohio
$265K