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iShares Russell Top 200 Value ETF

253 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Value ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

5% more funds holding

Funds holding: 242253 (+11)

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

1.63% less ownership

Funds ownership: 110.46%108.82% (-1.6%)

14% less capital invested

Capital invested by funds: $4.3B → $3.71B (-$585M)

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.12%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.25%
New
33
Increased
78
Reduced
86
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
126
Quantinno Capital Management
New York
$679K -$12.6K -132 -2%
OIA
127
OneDigital Investment Advisors
Kansas
$663K +$2.09K +22 +0.3%
KFS
128
Kelly Financial Services
Massachusetts
$658K -$141K -1,477 -17%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$656K +$62K +652 +10%
ITG
130
Index Technologies Group
New York
$636K -$571 -6 -0.1%
GWM
131
Gibbs Wealth Management
Georgia
$625K +$642K +6,745 New
Jane Street
132
Jane Street
New York
$625K +$642K +6,745 New
CFP
133
Catalyst Financial Partners
Massachusetts
$604K +$620K +6,519 New
UBS AM
134
UBS AM
Illinois
$576K +$479K +5,031 +426%
Franklin Resources
135
Franklin Resources
California
$565K -$171K -1,800 -23%
NA
136
Networth Advisors
Pennsylvania
$542K -$36.7K -386 -6%
GG
137
GenWealth Group
New Jersey
$541K
CWS
138
Confluence Wealth Services
Pennsylvania
$509K -$40.7K -428 -7%
FA
139
FSA Advisors
Michigan
$505K +$519K +5,455 New
ABTD
140
Arvest Bank Trust Division
Oklahoma
$498K +$511K +5,372 New
SL
141
Sentinus LLC
Illinois
$479K +$276K +2,899 +128%
KPWG
142
KFA Private Wealth Group
Virginia
$476K +$232K +2,434 +90%
AIM
143
Advyzon Investment Management
Illinois
$467K -$92.4K -971 -16%
AF
144
Align Financial
Minnesota
$463K -$40.3M -423,352 -99%
TBA
145
Tower Bridge Advisors
Pennsylvania
$454K +$466K +4,900 New
EH
146
Equitable Holdings
New York
$446K -$257K -2,702 -36%
MW
147
MBL Wealth
North Carolina
$445K -$19K -200 -4%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$441K
LTAS
149
Linden Thomas Advisory Services
North Carolina
$440K -$1.55M -16,308 -77%
Citadel Advisors
150
Citadel Advisors
Florida
$425K -$1.18M -12,369 -73%