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iShares Core 80/20 Aggressive Allocation ETF

348 hedge funds and large institutions have $574M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
167
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$44.3M 530,852 +5,791 +1%
CI
2
CX Institutional
Indiana
$39.8M 476,798 +475,983 +58,403%
AssetMark Inc
3
AssetMark Inc
California
$22.3M 267,559 -8,315 -3%
LPL Financial
4
LPL Financial
California
$14.4M 172,088 +12,016 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.4M 161,080 -17,111 -10%
MFIM
6
Mesirow Financial Investment Management
Illinois
$12.9M 155,076 -11,634 -7%
WA
7
Waverly Advisors
Alabama
$12.3M 147,980 +3,567 +2%
JSA
8
Jim Saulnier & Associates
Colorado
$12.3M 146,993 +37,566 +34%
EIG
9
Ellenbecker Investment Group
Wisconsin
$11.4M 136,981 +8,497 +7%
Morgan Stanley
10
Morgan Stanley
New York
$11.3M 135,515 -67,806 -33%
LIA
11
LBMC Investment Advisors
Tennessee
$11.2M 134,824 -1,102 -0.8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11M 131,901 +17,919 +16%
Bank of America
13
Bank of America
North Carolina
$10.3M 123,088 -9,487 -7%
Wells Fargo
14
Wells Fargo
California
$9.59M 114,938 -39,596 -26%
FIA
15
Foundations Investment Advisors
Arizona
$9.49M 113,741 +26,548 +30%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.31M 111,665 +17,424 +18%
PAMG
17
Patton Albertson Miller Group
Tennessee
$8.64M 103,591 -5,512 -5%
GM
18
GeoWealth Management
Illinois
$7.11M 85,197 +3,304 +4%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$6.93M 83,115 -1,565 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$6.93M 83,109 +4,628 +6%
UW
21
Unique Wealth
Florida
$6.39M 76,677 +5,674 +8%
FAIM
22
Financial Advocates Investment Management
Washington
$5.94M 71,266 +2,010 +3%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$5.52M 66,168 +1,956 +3%
CWA
24
Consilium Wealth Advisory
Texas
$5.39M 64,657 +1,276 +2%
WA
25
Wealth Alliance
New York
$5.27M 63,194 -823 -1%