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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aprio Wealth Management
Georgia
$266K +$1.87K +22 +0.7%
TPWM
252
Twelve Points Wealth Management
Massachusetts
$265K +$45.1K +530 +21%
AFG
253
Atomi Financial Group
New York
$261K -$2.9K -34 -1%
TI
254
tru Independence
Oregon
$258K
WW
255
Westshore Wealth
California
$256K -$151K -1,779 -38%
BHWM
256
Bay Harbor Wealth Management
Maryland
$254K -$20.6K -242 -8%
VFP
257
Vested Financial Planning
California
$254K +$31.9K +375 +15%
MWA
258
Meridian Wealth Advisors
Texas
$251K +$243K +2,853 New
CCM
259
Coldstream Capital Management
Washington
$251K +$681 +8 +0.3%
C1AG
260
Client 1st Advisory Group
Florida
$251K -$40.1K -471 -14%
FWP
261
Family Wealth Partners
North Carolina
$250K -$4.85K -57 -2%
VFS
262
Valpey Financial Services
New Hampshire
$248K +$1.53K +18 +0.6%
ALA
263
Atlas Legacy Advisors
California
$245K
SFA
264
Salus Financial Advisors
Colorado
$244K -$25.5K -300 -10%
SNWA
265
Siligmueller & Norvid Wealth Advisors
Illinois
$242K +$233K +2,741 New
NGA
266
Naples Global Advisors
Florida
$238K
CF
267
Centaurus Financial
California
$236K -$5.96K -70 -3%
SWA
268
Sightline Wealth Advisors
Connecticut
$232K +$1.53K +18 +0.7%
CCA
269
Cora Capital Advisors
New Jersey
$231K
MCA
270
Magnolia Capital Advisors
Mississippi
$227K +$220K +2,578 New
TPW
271
TL Private Wealth
Texas
$227K -$13.9K -163 -6%
BPA
272
Beacon Pointe Advisors
California
$223K +$215K +2,525 New
AAS
273
Annex Advisory Services
Wisconsin
$222K -$5.02K -59 -2%
CWM
274
Chemistry Wealth Management
New York
$221K +$3.07K +36 +1%
NRC
275
New Republic Capital
North Carolina
$220K +$9.03K +106 +4%