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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
TCIIS
1
TIAA-CREF Individual & Institutional Services
New York
$949M +$974M +10,240,821 New
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$583M -$3.49M -36,698 -0.6%
FCBT
3
First Citizens Bank & Trust
North Carolina
$549M -$5.28M -55,500 -0.9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$248M -$39M -410,031 -13%
AWM
5
AE Wealth Management
Kansas
$102M +$2.09M +22,001 +2%
Lido Advisors
6
Lido Advisors
California
$89.6M -$674K -7,088 -0.7%
CCMG
7
Clark Capital Management Group
Pennsylvania
$62.4M -$4.62M -48,545 -7%
LPL Financial
8
LPL Financial
California
$53.7M -$5.87M -61,734 -10%
FCAM
9
First Citizens Asset Management
North Carolina
$47.6M +$2.5M +26,245 +5%
WSFS
10
Wilmington Savings Fund Society
Delaware
$46.8M -$119K -1,251 -0.2%
RPSA
11
Richard P. Slaughter Associates
Texas
$45.3M +$7.33M +77,069 +19%
SW
12
SVB Wealth
Massachusetts
$42.6M -$4.61M -48,458 -10%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$37.9M -$1.14B -11,935,557 -97%
Ameriprise
14
Ameriprise
Minnesota
$35.6M -$4.83M -50,721 -12%
UBS Group
15
UBS Group
Switzerland
$32.7M +$1.14M +11,978 +4%
KFG
16
Kingdom Financial Group
Arizona
$27M +$1.69M +17,810 +7%
LAS
17
Lloyd Advisory Services
Georgia
$27M +$26.9M +282,961 +3,293%
BCI
18
Brinker Capital Investments
Pennsylvania
$26.2M -$7.56M -79,492 -22%
JP Morgan Chase
19
JP Morgan Chase
New York
$26M +$2.42M +25,409 +10%
JF
20
JSF Financial
California
$25.9M +$519K +5,459 +2%
RFA
21
RTD Financial Advisors
Pennsylvania
$25M +$2.63M +27,625 +11%
CWAG
22
Compton Wealth Advisory Group
Virginia
$22.8M -$453K -4,759 -2%
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$22.5M -$1.46M -15,376 -6%
Bank of America
24
Bank of America
North Carolina
$22.4M +$445K +4,677 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$22.2M -$2.26M -23,705 -9%