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iShares Russell Top 200 Value ETF

240 hedge funds and large institutions have $4.29B invested in iShares Russell Top 200 Value ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.13B
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$582M
FCBT
3
First Citizens Bank & Trust
North Carolina
$550M
AF
4
Align Financial
Minnesota
$428M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$283M
AWM
6
AE Wealth Management
Kansas
$99.3M
Lido Advisors
7
Lido Advisors
California
$89.3M
CCMG
8
Clark Capital Management Group
Pennsylvania
$66.3M
LPL Financial
9
LPL Financial
California
$58.9M
SW
10
SVB Wealth
Massachusetts
$46.7M
WSFS
11
Wilmington Savings Fund Society
Delaware
$46.5M
FCAM
12
First Citizens Asset Management
North Carolina
$44.8M
FCIS
13
First Citizens Investor Services
North Carolina
$40.7M
Ameriprise
14
Ameriprise
Minnesota
$39.9M
RPSA
15
Richard P. Slaughter Associates
Texas
$37.8M
BCI
16
Brinker Capital Investments
Pennsylvania
$33.2M
UBS Group
17
UBS Group
Switzerland
$31.3M
JF
18
JSF Financial
California
$25.2M
KFG
19
Kingdom Financial Group
Arizona
$25.1M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$24.2M
JP Morgan Chase
21
JP Morgan Chase
New York
$24M
BMCM
22
Bryn Mawr Capital Management
Pennsylvania
$23.7M
Morgan Stanley
23
Morgan Stanley
New York
$23.2M
CWAG
24
Compton Wealth Advisory Group
Virginia
$23M
RFA
25
RTD Financial Advisors
Pennsylvania
$22.3M