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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
MWM
151
Meridian Wealth Management
Kentucky
$354K
SPC
152
Sigma Planning Corp
Michigan
$348K
PCA
153
Pallas Capital Advisors
Massachusetts
$346K
YWM
154
Yoder Wealth Management
California
$344K
BA
155
Ballast Advisors
Minnesota
$331K
William Blair & Company
156
William Blair & Company
Illinois
$325K
SWM
157
Silverlake Wealth Management
Vermont
$323K
CW
158
CreativeOne Wealth
Kansas
$323K
MMA
159
Miracle Mile Advisors
California
$315K
CWP
160
Cyndeo Wealth Partners
Florida
$313K
IC
161
IEQ Capital
California
$301K
BTI
162
Blue Trust Inc
Georgia
$291K
MWM
163
Maripau Wealth Management
Indiana
$290K
SAM
164
Synergy Asset Management
Washington
$289K
PCG
165
Prosperity Consulting Group
Maryland
$285K
Cerity Partners
166
Cerity Partners
New York
$285K
SWP
167
Sagespring Wealth Partners
Tennessee
$283K
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$283K
US Bancorp
169
US Bancorp
Minnesota
$283K
EW
170
Evoke Wealth
California
$282K
DT
171
Diversified Trust
Tennessee
$282K
LIA
172
LifePlan Investment Advisors
North Carolina
$281K
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
$280K
PA
174
Parallel Advisors
California
$278K
PTC
175
Private Trust Company
Ohio
$277K