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iShares Russell Top 200 Value ETF

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
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

Top Sellers

1 -$56.7M
2 -$4.69M
3 -$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$917M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$515M
FCBT
3
First Citizens Bank & Trust
North Carolina
$480M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$336M
CCMG
5
Clark Capital Management Group
Pennsylvania
$103M
Lido Advisors
6
Lido Advisors
California
$85.2M
AWM
7
AE Wealth Management
Kansas
$83.1M
LPL Financial
8
LPL Financial
California
$51.3M
OPS
9
Orion Portfolio Solutions
Nebraska
$45.5M
BCI
10
Brinker Capital Investments
Pennsylvania
$45.5M
FCAM
11
First Citizens Asset Management
North Carolina
$40M
WSFS
12
Wilmington Savings Fund Society
Delaware
$34.6M
RPSA
13
Richard P. Slaughter Associates
Texas
$34.3M
Ameriprise
14
Ameriprise
Minnesota
$29.2M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$28.3M
UBS Group
16
UBS Group
Switzerland
$24.8M
JF
17
JSF Financial
California
$20.9M
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$20.8M
CWAG
19
Compton Wealth Advisory Group
Virginia
$20.3M
SCM
20
Sterling Capital Management
North Carolina
$19.6M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.1M
Bank of America
22
Bank of America
North Carolina
$18.5M
WA
23
Waverly Advisors
Alabama
$16.8M
Morgan Stanley
24
Morgan Stanley
New York
$15.8M
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$15.6M