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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
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$121K +$29.9K +348 +34%
SIS
177
Sound Income Strategies
Florida
$117K -$59.1K -689 -34%
GA
178
Guerra Advisors
Florida
$106K +$104K +1,210 New
GWSG
179
GPS Wealth Strategies Group
Colorado
$103K
SC
180
SouthState Corp
Florida
$89K
TWM
181
Tripletail Wealth Management
Florida
$88.7K +$85.8K +1,000 New
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$87.9K
SPIA
183
Steward Partners Investment Advisory
New York
$85.1K +$76.8K +895 +1,226%
US Bancorp
184
US Bancorp
Minnesota
$77.9K -$2.32K -27 -3%
ASN
185
Advisory Services Network
Georgia
$75.8K +$74K +862 New
BFPW
186
BOK Financial Private Wealth
Colorado
$65.5K
GRP
187
Global Retirement Partners
California
$59.2K +$257 +3 +0.4%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$55.5K
CA
189
CoreCap Advisors
Michigan
$47.3K +$30.5K +356 +196%
FHC
190
First Horizon Corporation
Tennessee
$38.1K +$37.2K +434 New
HI
191
Harbour Investments
Wisconsin
$36.1K +$86 +1 +0.2%
AIM
192
Anchor Investment Management
South Carolina
$35.2K
S
193
SignatureFD
Georgia
$32.2K
DJSG
194
D.J. St. Germain
Massachusetts
$25.8K
AC
195
AlphaCore Capital
California
$23.7K
CTWM
196
Cherry Tree Wealth Management
Minnesota
$23.5K
GWM
197
Geneos Wealth Management
Colorado
$22.5K +$22K +256 New
VWM
198
Vermillion Wealth Management
Minnesota
$19.3K +$18.9K +220 New
GWS
199
Greykasell Wealth Strategies
California
$17.8K
AF
200
Allworth Financial
California
$16.3K