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iShares Russell Top 200 Value ETF

200 hedge funds and large institutions have $3B invested in iShares Russell Top 200 Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-14
Holders Change %
-6.54%
% of All Funds
2.68%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
29
Increased
60
Reduced
69
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$222K
AWA
152
Alta Wealth Advisors
Massachusetts
$222K +$8.42K +100 +4%
KPWG
153
KFA Private Wealth Group
Virginia
$220K -$34.2K -406 -13%
ACA
154
Anchor Capital Advisors
Massachusetts
$216K -$54.7K -650 -20%
Financial Engines Advisors
155
Financial Engines Advisors
California
$213K
PFG
156
Pacific Financial Group
Washington
$208K +$758 +9 +0.4%
Comerica Bank
157
Comerica Bank
Texas
$205K +$198K +2,352 +2,703%
CA
158
Continuum Advisory
Idaho
$205K -$93.7K -1,113 -31%
RFC
159
Regions Financial Corp
Alabama
$204K +$204K +2,418 New
PIA
160
Perennial Investment Advisors
California
$203K +$203K +2,415 New
BBA
161
BLB&B Advisors
Pennsylvania
$201K +$201K +2,387 New
BTI
162
Blue Trust Inc
Georgia
$200K +$192K +2,286 +2,512%
SIS
163
Sound Income Strategies
Florida
$170K +$10.9K +130 +7%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$164K
AF
165
Advisornet Financial
Minnesota
$158K +$33.5K +398 +27%
CWM
166
Centricity Wealth Management
Ohio
$154K +$96.8K +1,150 +169%
KFI
167
Key Financial Inc
Pennsylvania
$151K
GM
168
GeoWealth Management
Illinois
$133K -$43.5K -517 -25%
OLVIG
169
Oliver Lagore Vanvalin Investment Group
Michigan
$131K +$131K +1,596 New
CT
170
Colonial Trust
South Carolina
$121K -$101K -1,197 -45%
Citigroup
171
Citigroup
New York
$113K +$113K +1,341 New
FHA
172
First Horizon Advisors
Tennessee
$111K +$14.2K +168 +15%
GWSG
173
GPS Wealth Strategies Group
Colorado
$99.1K
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$86.3K +$52.8K +627 +158%
SC
175
SouthState Corp
Florida
$85.3K -$74.5K -885 -47%