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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$48M
AssetMark Inc
2
AssetMark Inc
California
$21.4M
LPL Financial
3
LPL Financial
California
$17.5M
MFIM
4
Mesirow Financial Investment Management
Illinois
$13.7M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.6M
Wells Fargo
6
Wells Fargo
California
$13.5M
JSA
7
Jim Saulnier & Associates
Colorado
$13.5M
FIA
8
Foundations Investment Advisors
Arizona
$13.4M
WA
9
Waverly Advisors
Alabama
$12.9M
EIG
10
Ellenbecker Investment Group
Wisconsin
$12.8M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$12.1M
LIA
12
LBMC Investment Advisors
Tennessee
$11.6M
Morgan Stanley
13
Morgan Stanley
New York
$11.2M
Bank of America
14
Bank of America
North Carolina
$10.8M
PAMG
15
Patton Albertson Miller Group
Tennessee
$9.39M
CI
16
CX Institutional
Indiana
$8.27M
KPWS
17
Kestra Private Wealth Services
Texas
$8.18M
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$7.94M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.81M
GM
20
GeoWealth Management
Illinois
$6.43M
FAIM
21
Financial Advocates Investment Management
Washington
$6.31M
UW
22
Unique Wealth
Florida
$6.25M
PCG
23
Prosperity Consulting Group
Maryland
$6.25M
CWA
24
Consilium Wealth Advisory
Texas
$5.76M
CA
25
Clearstead Advisors
Ohio
$5.46M