# ISHARES RUSSELL TOP 200 VALU Exchange Traded Fund

ISHARES RUSSELL TOP 200 VALU Exchange Traded Fund is a security (CUSIP 464289420) tracked across SEC portfolio filings. 273 institutional managers reported $3.6B on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES RUSSELL TOP 200 VALU
- Class: Exchange Traded Fund
- CUSIP: 464289420
- 13F holders: 273
- 13F value: $3.6B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 273 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | CHARLOTTE, NC | $949.0M | 10,240,821 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $516.1M | 4,907,301 |
| FIRST CITIZENS BANK & TRUST CO | RALEIGH, NC | $474.7M | 4,514,061 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $191.0M | 1,815,846 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $123.7M | 1,176,003 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $89.6M | 966,581 |
| [Clark Capital Management Group, Inc.](https://search.stillhousedata.com/firm/104796) | PHILADELPHIA, PA | $62.4M | 673,500 |
| [First Citizens Asset Management, Inc.](https://search.stillhousedata.com/firm/140777) | RALEIGH, NC | $57.9M | 550,641 |
| Richard P Slaughter Associates Inc | AUSTIN, TX | $54.0M | 513,314 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $53.7M | 579,108 |
| Wilmington Savings Fund Society, FSB | WILMINGTON, DE | $51.8M | 492,332 |
| [SVB WEALTH LLC](https://search.stillhousedata.com/firm/172832) | BOSTON, MA | $50.3M | 477,994 |
| TIAA TRUST, NATIONAL ASSOCIATION | CHARLOTTE, NC | $37.9M | 408,593 |
| [Sterling Capital Management LLC](https://search.stillhousedata.com/firm/135405) | CHARLOTTE, NC | $33.3M | 316,217 |
| UBS Group AG | Zurich, V8 | $32.7M | 353,100 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464289420.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.