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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
WDL
226
Well Done LLC
Michigan
$343K
AAA
227
Andrews Advisory Associates
Hawaii
$339K
DAS
228
Diversify Advisory Services
Utah
$334K
MAM
229
Milestone Asset Management
Pennsylvania
$333K
WE
230
Wealth Effects
Massachusetts
$332K
SWA
231
Sax Wealth Advisors
New Jersey
$329K
STA
232
Summit Trail Advisors
New York
$329K
FSG
233
Financial Strategies Group
Michigan
$328K
NCM
234
New Capital Management
Texas
$327K
CPCM
235
Cardinal Point Capital Management
Ontario, Canada
$322K
Jones Financial Companies
236
Jones Financial Companies
Missouri
$321K
VAS
237
Vestmark Advisory Solutions
Massachusetts
$320K
SRA
238
Secured Retirement Advisors
Minnesota
$319K
MAG
239
Mayfair Advisory Group
Alabama
$315K
NRC
240
New Republic Capital
North Carolina
$314K
CWA
241
Choice Wealth Advisors
Maine
$313K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$312K
MFS
243
McNamara Financial Services
Massachusetts
$311K
ACM
244
Altrius Capital Management
North Carolina
$310K
PJWM
245
Philip James Wealth Mangement
Georgia
$302K
Comerica Bank
246
Comerica Bank
Texas
$302K
AWM
247
Aprio Wealth Management
Georgia
$300K
IA
248
IFP Advisors
Florida
$293K
PPWM
249
Premier Private Wealth Management
Florida
$292K
AFP
250
Ausdal Financial Partners
Iowa
$289K