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iShares Russell Top 200 Value ETF

210 hedge funds and large institutions have $3.07B invested in iShares Russell Top 200 Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.15% less ownership

Funds ownership: 109.24%108.09% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
SIS
176
Sound Income Strategies
Florida
$117K
GA
177
Guerra Advisors
Florida
$106K
GWSG
178
GPS Wealth Strategies Group
Colorado
$103K
SC
179
SouthState Corp
Florida
$89K
TWM
180
Tripletail Wealth Management
Florida
$88.7K
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$87.9K
SPIA
182
Steward Partners Investment Advisory
New York
$85.1K
US Bancorp
183
US Bancorp
Minnesota
$77.9K
ASN
184
Advisory Services Network
Georgia
$75.8K
BFPW
185
BOK Financial Private Wealth
Colorado
$65.5K
GRP
186
Global Retirement Partners
California
$59.2K
PFBT
187
Parkside Financial Bank & Trust
Missouri
$55.5K
CA
188
CoreCap Advisors
Michigan
$47.3K
FHC
189
First Horizon Corporation
Tennessee
$38.1K
HI
190
Harbour Investments
Wisconsin
$36.1K
AIM
191
Anchor Investment Management
South Carolina
$35.2K
S
192
SignatureFD
Georgia
$32.2K
DJSG
193
D.J. St. Germain
Massachusetts
$25.8K
AC
194
AlphaCore Capital
California
$23.7K
CTWM
195
Cherry Tree Wealth Management
Minnesota
$23.5K
GWM
196
Geneos Wealth Management
Colorado
$22.5K
VWM
197
Vermillion Wealth Management
Minnesota
$19.3K
GWS
198
Greykasell Wealth Strategies
California
$17.8K
AF
199
Allworth Financial
California
$16.3K
AAS
200
Ameritas Advisory Services
Nebraska
$15.3K