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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
251
FCA Corp
Texas
$230K
CF
252
Centaurus Financial
California
$229K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$229K
TPW
254
TL Private Wealth
Texas
$228K
NGA
255
Naples Global Advisors
Florida
$225K
FFN
256
Focus Financial Network
Minnesota
$224K
Jones Financial Companies
257
Jones Financial Companies
Missouri
$219K
SWA
258
Sightline Wealth Advisors
Connecticut
$218K
CCA
259
Cora Capital Advisors
New Jersey
$218K
AAS
260
Annex Advisory Services
Wisconsin
$215K
VFP
261
Vested Financial Planning
California
$209K
TPWM
262
Twelve Points Wealth Management
Massachusetts
$207K
CWM
263
Chemistry Wealth Management
New York
$206K
JBA
264
Johnson Bixby & Associates
Washington
$206K
AFG
265
Arkansas Financial Group
Arkansas
$202K
AF
266
Abound Financial
California
$202K
SL
267
SWMG LLC
Texas
$201K
KWM
268
Keebeck Wealth Management
Illinois
$201K
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$200K
NWM
270
Napa Wealth Management
California
$200K
NRC
271
New Republic Capital
North Carolina
$199K
LAMC
272
Longview Asset Management (California)
California
$198K
MWM
273
Mascoma Wealth Management
New Hampshire
$190K
RPCA
274
Running Point Capital Advisors
California
$188K
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$179K