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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
AAS
201
Ameritas Advisory Services
Nebraska
$15.3K
EWM
202
Evolution Wealth Management
Florida
$12K +$11.8K +137 New
CT
203
Clearstead Trust
Maine
$9.05K
GSWM
204
Golden State Wealth Management
California
$9.05K
PS
205
Principal Securities
Iowa
$8.44K
NMG
206
New Millennium Group
Utah
$8.35K
RFP
207
Root Financial Partners
California
$4.92K +$4.8K +56 New
TCOT
208
Trust Company of Toledo
Ohio
$4.22K
AssetMark Inc
209
AssetMark Inc
California
$3.16K +$3.09K +36 New
ACA
210
Aptus Capital Advisors
Alabama
$2.46K -$2.57K -30 -52%
CAM
211
Creekmur Asset Management
Illinois
$72
PB
212
Prime Buchholz
New Hampshire
-$1.92M -22,780 Closed
T
213
Transce3nd
Texas
-$863K -10,246 Closed
Renaissance Technologies
214
Renaissance Technologies
New York
-$825K -9,800 Closed
HF
215
HRT Financial
New York
-$666K -7,922 Closed
GWM
216
Gibbs Wealth Management
Georgia
-$562K -6,677 Closed
Fisher Asset Management
217
Fisher Asset Management
Washington
-$482K -5,720 Closed
ACA
218
Affinity Capital Advisors
California
-$390K -4,628 Closed
FAIM
219
Financial Advocates Investment Management
Washington
-$300K -3,564 Closed
LWL
220
Leo Wealth LLC
Texas
-$298K -3,534 Closed
WA
221
WBH Advisory
Maryland
-$240K -2,854 Closed
GM
222
GeoWealth Management
Illinois
-$133K -1,578 Closed
BCMLT
223
Beacon Capital Management LLC (Tennessee)
Tennessee
-$71.4K -848 Closed
RF
224
Robinswood Financial
Washington
-$7.58K -90 Closed