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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
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
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
STA
226
Summit Trail Advisors
New York
$276K +$276K +3,315 New
Comerica Bank
227
Comerica Bank
Texas
$276K +$834 +10 +0.3%
LMKC
228
L.M. Kohn & Company
Ohio
$272K +$18.4K +221 +7%
PJWM
229
Philip James Wealth Mangement
Georgia
$271K -$3.75K -45 -1%
CA
230
CoreCap Advisors
Michigan
$265K +$1.59K +19 +0.6%
CRFG
231
Columbia River Financial Group
Washington
$264K +$13.4K +160 +5%
BHWM
232
Bay Harbor Wealth Management
Maryland
$261K +$5K +60 +2%
AFP
233
Ausdal Financial Partners
Iowa
$259K +$259K +3,103 New
SFA
234
Salus Financial Advisors
Colorado
$256K -$12.7K -152 -5%
GVAG
235
Great Valley Advisor Group
Delaware
$255K +$255K +3,067 New
MFS
236
McNamara Financial Services
Massachusetts
$253K +$31.4K +377 +14%
EWA
237
EP Wealth Advisors
California
$251K +$3.25K +39 +1%
MGIA
238
Moneta Group Investment Advisors
Missouri
$251K -$1.08K -13 -0.4%
FFG
239
Fiduciary Financial Group
California
$251K +$4.25K +51 +2%
AFG
240
Atomi Financial Group
New York
$250K +$250K +2,994 New
AWM
241
Aprio Wealth Management
Georgia
$249K +$751 +9 +0.3%
LWMNY
242
Landmark Wealth Management (New York)
New York
$245K -$18.3K -219 -7%
TI
243
tru Independence
Oregon
$244K +$244K +2,925 New
FWP
244
Family Wealth Partners
North Carolina
$242K -$15.5K -186 -6%
Truist Financial
245
Truist Financial
North Carolina
$241K +$5.09K +61 +2%
CCM
246
Coldstream Capital Management
Washington
$237K -$15.3K -184 -6%
VFS
247
Valpey Financial Services
New Hampshire
$233K +$233K +2,796 New
ALA
248
Atlas Legacy Advisors
California
$232K -$8.34K -100 -3%
TFA
249
TPG Financial Advisors
Oregon
$231K -$9.51K -114 -4%
FC
250
FCA Corp
Texas
$230K +$230K +2,763 New