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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
MWM
226
Mission Wealth Management
California
$250K
DWM
227
Diversify Wealth Management
Utah
$249K
SFA
228
Salus Financial Advisors
Colorado
$246K
LWMNY
229
Landmark Wealth Management (New York)
New York
$242K
CA
230
CoreCap Advisors
Michigan
$242K
MAG
231
Mayfair Advisory Group
Alabama
$241K
Renaissance Technologies
232
Renaissance Technologies
New York
$237K
FWP
233
Family Wealth Partners
North Carolina
$236K
BHWM
234
Bay Harbor Wealth Management
Maryland
$235K
LMKC
235
L.M. Kohn & Company
Ohio
$232K
CCM
236
Coldstream Capital Management
Washington
$232K
MGIA
237
Moneta Group Investment Advisors
Missouri
$231K
CRFG
238
Columbia River Financial Group
Washington
$229K
AWM
239
Aprio Wealth Management
Georgia
$228K
EWA
240
EP Wealth Advisors
California
$228K
SB
241
Strategic Blueprint
Georgia
$227K
AAS
242
Annex Advisory Services
Wisconsin
$226K
ALA
243
Atlas Legacy Advisors
California
$224K
CAWM
244
Capital A Wealth Management
Pennsylvania
$221K
TFA
245
TPG Financial Advisors
Oregon
$221K
LCM
246
Lazari Capital Management
California
$218K
Truist Financial
247
Truist Financial
North Carolina
$216K
FFG
248
Fiduciary Financial Group
California
$214K
BPA
249
Beacon Pointe Advisors
California
$211K
CF
250
Centaurus Financial
California
$210K