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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
226
Client 1st Advisory Group
Florida
$277K
STA
227
Summit Trail Advisors
New York
$276K
Comerica Bank
228
Comerica Bank
Texas
$276K
LMKC
229
L.M. Kohn & Company
Ohio
$272K
PJWM
230
Philip James Wealth Mangement
Georgia
$271K
CA
231
CoreCap Advisors
Michigan
$265K
CRFG
232
Columbia River Financial Group
Washington
$264K
BHWM
233
Bay Harbor Wealth Management
Maryland
$261K
AFP
234
Ausdal Financial Partners
Iowa
$259K
SFA
235
Salus Financial Advisors
Colorado
$256K
GVAG
236
Great Valley Advisor Group
Delaware
$255K
MFS
237
McNamara Financial Services
Massachusetts
$253K
EWA
238
EP Wealth Advisors
California
$251K
MGIA
239
Moneta Group Investment Advisors
Missouri
$251K
FFG
240
Fiduciary Financial Group
California
$251K
AFG
241
Atomi Financial Group
New York
$250K
AWM
242
Aprio Wealth Management
Georgia
$249K
LWMNY
243
Landmark Wealth Management (New York)
New York
$245K
TI
244
tru Independence
Oregon
$244K
FWP
245
Family Wealth Partners
North Carolina
$242K
Truist Financial
246
Truist Financial
North Carolina
$241K
CCM
247
Coldstream Capital Management
Washington
$237K
VFS
248
Valpey Financial Services
New Hampshire
$233K
ALA
249
Atlas Legacy Advisors
California
$232K
TFA
250
TPG Financial Advisors
Oregon
$231K