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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M 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, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
VFP
251
Vested Financial Planning
California
$254K
MWA
252
Meridian Wealth Advisors
Texas
$251K
CCM
253
Coldstream Capital Management
Washington
$251K
C1AG
254
Client 1st Advisory Group
Florida
$251K
FWP
255
Family Wealth Partners
North Carolina
$250K
VFS
256
Valpey Financial Services
New Hampshire
$248K
ALA
257
Atlas Legacy Advisors
California
$245K
SFA
258
Salus Financial Advisors
Colorado
$244K
SNWA
259
Siligmueller & Norvid Wealth Advisors
Illinois
$242K
NGA
260
Naples Global Advisors
Florida
$238K
CF
261
Centaurus Financial
California
$236K
SWA
262
Sightline Wealth Advisors
Connecticut
$232K
CCA
263
Cora Capital Advisors
New Jersey
$231K
MCA
264
Magnolia Capital Advisors
Mississippi
$227K
TPW
265
TL Private Wealth
Texas
$227K
BPA
266
Beacon Pointe Advisors
California
$223K
AAS
267
Annex Advisory Services
Wisconsin
$222K
CWM
268
Chemistry Wealth Management
New York
$221K
NRC
269
New Republic Capital
North Carolina
$220K
National Bank of Canada
270
National Bank of Canada
Quebec, Canada
$219K
AFG
271
Arkansas Financial Group
Arkansas
$218K
JBA
272
Johnson Bixby & Associates
Washington
$218K
GS
273
GWN Securities
Florida
$215K
NWM
274
Napa Wealth Management
California
$215K
PPWM
275
Perissos Private Wealth Management
Oklahoma
$215K