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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
NCM
226
New Capital Management
Texas
$311K
GVAG
227
Great Valley Advisor Group
Delaware
$307K
ACM
228
Altrius Capital Management
North Carolina
$304K
MAM
229
Milestone Asset Management
Pennsylvania
$304K
CPCM
230
Cardinal Point Capital Management
Ontario, Canada
$300K
MAG
231
Mayfair Advisory Group
Alabama
$300K
CA
232
CoreCap Advisors
Michigan
$300K
Comerica Bank
233
Comerica Bank
Texas
$294K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$293K
DAS
235
Diversify Advisory Services
Utah
$292K
Truist Financial
236
Truist Financial
North Carolina
$291K
CRFG
237
Columbia River Financial Group
Washington
$283K
PJWM
238
Philip James Wealth Mangement
Georgia
$283K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$282K
AFP
240
Ausdal Financial Partners
Iowa
$280K
HA
241
Hanover Advisors
South Carolina
$278K
FFG
242
Fiduciary Financial Group
California
$274K
MFS
243
McNamara Financial Services
Massachusetts
$273K
FFN
244
Focus Financial Network
Minnesota
$270K
AWM
245
Aprio Wealth Management
Georgia
$266K
TPWM
246
Twelve Points Wealth Management
Massachusetts
$265K
AFG
247
Atomi Financial Group
New York
$261K
TI
248
tru Independence
Oregon
$258K
WW
249
Westshore Wealth
California
$256K
BHWM
250
Bay Harbor Wealth Management
Maryland
$254K