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iShares Russell Top 200 Value ETF

252 hedge funds and large institutions have $3.69B 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, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
TCIIS
1
TIAA-CREF Individual & Institutional Services
New York
$949M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$583M
FCBT
3
First Citizens Bank & Trust
North Carolina
$549M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$248M
AWM
5
AE Wealth Management
Kansas
$102M
Lido Advisors
6
Lido Advisors
California
$89.6M
CCMG
7
Clark Capital Management Group
Pennsylvania
$62.4M
LPL Financial
8
LPL Financial
California
$53.7M
FCAM
9
First Citizens Asset Management
North Carolina
$47.6M
WSFS
10
Wilmington Savings Fund Society
Delaware
$46.8M
RPSA
11
Richard P. Slaughter Associates
Texas
$45.3M
SW
12
SVB Wealth
Massachusetts
$42.6M
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$37.9M
Ameriprise
14
Ameriprise
Minnesota
$35.6M
UBS Group
15
UBS Group
Switzerland
$32.7M
KFG
16
Kingdom Financial Group
Arizona
$27M
LAS
17
Lloyd Advisory Services
Georgia
$27M
BCI
18
Brinker Capital Investments
Pennsylvania
$26.2M
JP Morgan Chase
19
JP Morgan Chase
New York
$26M
JF
20
JSF Financial
California
$25.9M
RFA
21
RTD Financial Advisors
Pennsylvania
$25M
CWAG
22
Compton Wealth Advisory Group
Virginia
$22.8M
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$22.5M
Bank of America
24
Bank of America
North Carolina
$22.4M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$22.2M