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iShares Core 80/20 Aggressive Allocation ETF

365 hedge funds and large institutions have $580M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
226
Halbert Hargrove Global Advisors
California
$317K
CWA
227
Choice Wealth Advisors
Maine
$314K
NCM
228
New Capital Management
Texas
$311K
GVAG
229
Great Valley Advisor Group
Delaware
$307K
ACM
230
Altrius Capital Management
North Carolina
$304K
MAM
231
Milestone Asset Management
Pennsylvania
$304K
CPCM
232
Cardinal Point Capital Management
Ontario, Canada
$300K
MAG
233
Mayfair Advisory Group
Alabama
$300K
CA
234
CoreCap Advisors
Michigan
$300K
Comerica Bank
235
Comerica Bank
Texas
$294K
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$293K
DAS
237
Diversify Advisory Services
Utah
$292K
Truist Financial
238
Truist Financial
North Carolina
$291K
CRFG
239
Columbia River Financial Group
Washington
$283K
PJWM
240
Philip James Wealth Mangement
Georgia
$283K
Jones Financial Companies
241
Jones Financial Companies
Missouri
$282K
AFP
242
Ausdal Financial Partners
Iowa
$280K
HA
243
Hanover Advisors
South Carolina
$278K
FFG
244
Fiduciary Financial Group
California
$274K
MFS
245
McNamara Financial Services
Massachusetts
$273K
FFN
246
Focus Financial Network
Minnesota
$270K
AWM
247
Aprio Wealth Management
Georgia
$266K
TPWM
248
Twelve Points Wealth Management
Massachusetts
$265K
AFG
249
Atomi Financial Group
New York
$261K
TI
250
tru Independence
Oregon
$258K