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iShares Core 80/20 Aggressive Allocation ETF

401 hedge funds and large institutions have $727M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
BA
226
Bellwether Advisors
Nebraska
$357K
GC
227
Gould Capital
Washington
$355K
WDL
228
Well Done LLC
Michigan
$343K
AAA
229
Andrews Advisory Associates
Hawaii
$339K
DAS
230
Diversify Advisory Services
Utah
$334K
MAM
231
Milestone Asset Management
Pennsylvania
$333K
WE
232
Wealth Effects
Massachusetts
$332K
SWA
233
Sax Wealth Advisors
New Jersey
$329K
STA
234
Summit Trail Advisors
New York
$329K
FSG
235
Financial Strategies Group
Michigan
$328K
NCM
236
New Capital Management
Texas
$327K
CPCM
237
Cardinal Point Capital Management
Ontario, Canada
$322K
Jones Financial Companies
238
Jones Financial Companies
Missouri
$321K
VAS
239
Vestmark Advisory Solutions
Massachusetts
$320K
SRA
240
Secured Retirement Advisors
Minnesota
$319K
MAG
241
Mayfair Advisory Group
Alabama
$315K
NRC
242
New Republic Capital
North Carolina
$314K
CWA
243
Choice Wealth Advisors
Maine
$313K
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$312K
MFS
245
McNamara Financial Services
Massachusetts
$311K
ACM
246
Altrius Capital Management
North Carolina
$310K
PJWM
247
Philip James Wealth Mangement
Georgia
$302K
Comerica Bank
248
Comerica Bank
Texas
$302K
AWM
249
Aprio Wealth Management
Georgia
$300K
IA
250
IFP Advisors
Florida
$293K