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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
251
Centaurus Financial
California
$229K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$229K +$13.9K +167 +6%
TPW
253
TL Private Wealth
Texas
$228K +$228K +2,755 New
NGA
254
Naples Global Advisors
Florida
$225K
FFN
255
Focus Financial Network
Minnesota
$224K +$224K +2,685 New
Jones Financial Companies
256
Jones Financial Companies
Missouri
$219K +$98.8K +1,190 +82%
SWA
257
Sightline Wealth Advisors
Connecticut
$218K +$218K +2,618 New
CCA
258
Cora Capital Advisors
New Jersey
$218K
AAS
259
Annex Advisory Services
Wisconsin
$215K -$30.7K -368 -12%
VFP
260
Vested Financial Planning
California
$209K +$209K +2,507 New
TPWM
261
Twelve Points Wealth Management
Massachusetts
$207K +$207K +2,479 New
CWM
262
Chemistry Wealth Management
New York
$206K +$206K +2,472 New
JBA
263
Johnson Bixby & Associates
Washington
$206K +$206K +2,467 New
AFG
264
Arkansas Financial Group
Arkansas
$202K +$202K +2,441 New
AF
265
Abound Financial
California
$202K +$667 +8 +0.3%
SL
266
SWMG LLC
Texas
$201K +$201K +2,391 New
KWM
267
Keebeck Wealth Management
Illinois
$201K +$201K +2,407 New
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$200K -$3.33K -40 -2%
NWM
269
Napa Wealth Management
California
$200K +$200K +2,398 New
NRC
270
New Republic Capital
North Carolina
$199K +$8.09K +97 +4%
LAMC
271
Longview Asset Management (California)
California
$198K +$500 +6 +0.3%
MWM
272
Mascoma Wealth Management
New Hampshire
$190K -$3K -36 -2%
RPCA
273
Running Point Capital Advisors
California
$188K +$188K +2,250 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$179K
ACA
275
Aptus Capital Advisors
Alabama
$173K -$12.2K -146 -7%