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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
SWP
151
SIMA Wealth Partners
Virginia
$420K
LWL
152
Leo Wealth LLC
Texas
$413K -$37.9K -398 -8%
VPF
153
Vantage Point Financial
Illinois
$408K -$10.4K -109 -2%
GT
154
Glenmede Trust
Pennsylvania
$408K
BBHC
155
Brown Brothers Harriman & Co
New York
$401K -$22.3K -234 -5%
LWANC
156
Laurel Wealth Advisors (North Carolina)
North Carolina
$397K
BlackRock
157
BlackRock
New York
$391K
RFG
158
REAP Financial Group
Texas
$386K -$17.2K -181 -4%
MCM
159
MAI Capital Management
Ohio
$377K +$18.7K +197 +5%
M&T Bank
160
M&T Bank
New York
$371K -$71.3K -750 -16%
William Blair & Company
161
William Blair & Company
Illinois
$353K +$25.2K +265 +7%
AQR Capital Management
162
AQR Capital Management
Connecticut
$349K -$199K -2,094 -36%
PCA
163
Pallas Capital Advisors
Massachusetts
$349K
YWM
164
Yoder Wealth Management
California
$347K
JWA
165
JFS Wealth Advisors
Pennsylvania
$341K +$247K +2,599 +241%
BA
166
Ballast Advisors
Minnesota
$334K
AI
167
Atria Investments
North Carolina
$332K -$110K -1,156 -24%
SWM
168
Silverlake Wealth Management
Vermont
$328K +$2.09K +22 +0.6%
MWM
169
Meridian Wealth Management
Kentucky
$326K -$31.8K -334 -9%
OCA
170
OpenArc Corporate Advisory
Georgia
$325K +$333K +3,504 New
LEA
171
Legacy Edge Advisors
New York
$317K +$54.6K +574 +20%
CWP
172
Cyndeo Wealth Partners
Florida
$316K
MMA
173
Miracle Mile Advisors
California
$315K -$2.19K -23 -0.7%
CW
174
CreativeOne Wealth
Kansas
$315K -$11.3K -119 -3%
IC
175
IEQ Capital
California
$304K