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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
MMA
151
Miracle Mile Advisors
California
$252K +$246K +2,870 New
ATC
152
Argent Trust Co
Tennessee
$248K -$25K -291 -9%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$245K
Cerity Partners
154
Cerity Partners
New York
$232K
SPC
155
Sigma Planning Corp
Michigan
$226K +$221K +2,574 New
ACA
156
Anchor Capital Advisors
Massachusetts
$226K
Financial Engines Advisors
157
Financial Engines Advisors
California
$222K
KPWG
158
KFA Private Wealth Group
Virginia
$219K -$10.2K -119 -5%
KAS
159
Kestra Advisory Services
Texas
$218K -$47.2K -550 -18%
Creative Planning
160
Creative Planning
Kansas
$218K +$213K +2,477 New
Comerica Bank
161
Comerica Bank
Texas
$214K
CA
162
Continuum Advisory
Idaho
$214K
RFC
163
Regions Financial Corp
Alabama
$212K
PIA
164
Perennial Investment Advisors
California
$212K
AWA
165
Alta Wealth Advisors
Massachusetts
$211K -$19.9K -232 -9%
BBA
166
BLB&B Advisors
Pennsylvania
$210K
PFG
167
Pacific Financial Group
Washington
$209K -$7.55K -88 -4%
BTI
168
Blue Trust Inc
Georgia
$209K
CWM
169
Cordatus Wealth Management
Pennsylvania
$207K +$202K +2,352 New
SL
170
Sentinus LLC
Illinois
$206K +$201K +2,345 New
EB
171
Eastern Bank
Massachusetts
$175K +$171K +1,993 New
AF
172
Advisornet Financial
Minnesota
$171K +$6.01K +70 +4%
CT
173
Colonial Trust
South Carolina
$126K
KFI
174
Key Financial Inc
Pennsylvania
$123K -$34.3K -400 -22%
Citigroup
175
Citigroup
New York
$121K +$2.92K +34 +3%