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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
STA
226
Summit Trail Advisors
New York
$324K +$30.6K +359 +11%
FC
227
FCA Corp
Texas
$323K +$77.2K +907 +33%
FSG
228
Financial Strategies Group
Michigan
$323K -$20.5K -241 -6%
WE
229
Wealth Effects
Massachusetts
$322K +$311K +3,657 New
HHGA
230
Halbert Hargrove Global Advisors
California
$317K +$596 +7 +0.2%
CWA
231
Choice Wealth Advisors
Maine
$314K +$2.9K +34 +1%
NCM
232
New Capital Management
Texas
$311K +$3.58K +42 +1%
GVAG
233
Great Valley Advisor Group
Delaware
$307K +$35.6K +418 +14%
ACM
234
Altrius Capital Management
North Carolina
$304K +$852 +10 +0.3%
MAM
235
Milestone Asset Management
Pennsylvania
$304K -$2.73K -32 -0.9%
CPCM
236
Cardinal Point Capital Management
Ontario, Canada
$300K +$292K +3,427 New
MAG
237
Mayfair Advisory Group
Alabama
$300K +$4.26K +50 +1%
CA
238
CoreCap Advisors
Michigan
$300K +$19K +223 +7%
Comerica Bank
239
Comerica Bank
Texas
$294K +$2.04K +24 +0.7%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$293K +$49.2K +578 +21%
DAS
241
Diversify Advisory Services
Utah
$292K +$278K +3,267 New
Truist Financial
242
Truist Financial
North Carolina
$291K +$34.9K +410 +14%
CRFG
243
Columbia River Financial Group
Washington
$283K +$170 +2 +0.1%
PJWM
244
Philip James Wealth Mangement
Georgia
$283K -$3.92K -46 -1%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$282K +$50.5K +593 +22%
AFP
246
Ausdal Financial Partners
Iowa
$280K +$6.64K +78 +3%
HA
247
Hanover Advisors
South Carolina
$278K +$269K +3,156 New
FFG
248
Fiduciary Financial Group
California
$274K +$8.94K +105 +3%
MFS
249
McNamara Financial Services
Massachusetts
$273K +$5.28K +62 +2%
FFN
250
Focus Financial Network
Minnesota
$270K +$32.6K +383 +14%

AOA Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2025, worth a combined $593M — up 1.9% from $582M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AOA positions and 21 closed out — a net gain of 25 holders — while 164 added to existing stakes and 113 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $7.67M. The largest seller was CX Institutional, cutting an estimated $32.6M.

  • 374 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2025, up from 356 in Q2 2025.
  • Funds reported $593M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 46 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2025 and 21 closed out, a net change of +25 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $7.67M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2025 was CX Institutional, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2025.