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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
226
Diversify Wealth Management
Utah
$249K +$249K +3,252 New
SFA
227
Salus Financial Advisors
Colorado
$246K -$16.4K -214 -6%
LWMNY
228
Landmark Wealth Management (New York)
New York
$242K -$1.3K -17 -0.5%
CA
229
CoreCap Advisors
Michigan
$242K +$49.8K +651 +26%
MAG
230
Mayfair Advisory Group
Alabama
$241K – – –
Renaissance Technologies
231
Renaissance Technologies
New York
$237K -$283K -3,700 -54%
FWP
232
Family Wealth Partners
North Carolina
$236K +$918 +12 +0.4%
BHWM
233
Bay Harbor Wealth Management
Maryland
$235K +$14.2K +185 +6%
LMKC
234
L.M. Kohn & Company
Ohio
$232K +$232K +3,035 New
CCM
235
Coldstream Capital Management
Washington
$232K +$232K +3,028 New
MGIA
236
Moneta Group Investment Advisors
Missouri
$231K +$231K +3,023 New
CRFG
237
Columbia River Financial Group
Washington
$229K +$1.22K +16 +0.5%
AWM
238
Aprio Wealth Management
Georgia
$228K – – –
EWA
239
EP Wealth Advisors
California
$228K – – –
SB
240
Strategic Blueprint
Georgia
$227K -$97.8K -1,278 -30%
AAS
241
Annex Advisory Services
Wisconsin
$226K – – –
ALA
242
Atlas Legacy Advisors
California
$224K -$14.6K -187 -6%
CAWM
243
Capital A Wealth Management
Pennsylvania
$221K -$334K -4,361 -60%
TFA
244
TPG Financial Advisors
Oregon
$221K +$6.81K +89 +3%
LCM
245
Lazari Capital Management
California
$218K – – –
Truist Financial
246
Truist Financial
North Carolina
$216K -$1.38K -18 -0.6%
FFG
247
Fiduciary Financial Group
California
$214K +$3.84K +53 +2%
BPA
248
Beacon Pointe Advisors
California
$211K -$79.9K -1,045 -27%
CF
249
Centaurus Financial
California
$210K +$99.3K +1,300 +90%
HIP
250
HUB Investment Partners
Texas
$209K – – –
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