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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
SPC
176
Sigma Planning Corp
Michigan
$288K -$64.9K -682 -18%
PCG
177
Prosperity Consulting Group
Maryland
$288K
SAM
178
Synergy Asset Management
Washington
$287K -$4.38K -46 -1%
SWP
179
Sagespring Wealth Partners
Tennessee
$286K
EW
180
Evoke Wealth
California
$286K +$951 +10 +0.3%
DT
181
Diversified Trust
Tennessee
$285K
1832 Asset Management
182
1832 Asset Management
Ontario, Canada
$282K
PA
183
Parallel Advisors
California
$281K
PTC
184
Private Trust Company
Ohio
$280K
TSS
185
Two Sigma Securities
New York
$272K +$279K +2,934 New
ATC
186
Argent Trust Co
Tennessee
$262K
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$258K
Financial Engines Advisors
188
Financial Engines Advisors
California
$254K
LIA
189
LifePlan Investment Advisors
North Carolina
$252K -$32.4K -341 -11%
MWM
190
Maripau Wealth Management
Indiana
$251K -$42.7K -449 -14%
Cerity Partners
191
Cerity Partners
New York
$245K -$43.8K -460 -15%
SPIA
192
Steward Partners Investment Advisory
New York
$243K +$71.8K +755 +41%
LSIA
193
LaSalle St. Investment Advisors
Illinois
$238K +$244K +2,570 New
OWA
194
One Wealth Advisors
California
$237K
ACA
195
Anchor Capital Advisors
Massachusetts
$235K
Creative Planning
196
Creative Planning
Kansas
$230K -$33.5K -352 -12%
SFA
197
Sequoia Financial Advisors
Ohio
$227K +$233K +2,453 New
RFC
198
Regions Financial Corp
Alabama
$224K
PIA
199
Perennial Investment Advisors
California
$224K
BBA
200
BLB&B Advisors
Pennsylvania
$221K