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iShares Core 80/20 Aggressive Allocation ETF

365 hedge funds and large institutions have $580M 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, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
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
WW
251
Westshore Wealth
California
$256K
BHWM
252
Bay Harbor Wealth Management
Maryland
$254K
VFP
253
Vested Financial Planning
California
$254K
MWA
254
Meridian Wealth Advisors
Texas
$251K
CCM
255
Coldstream Capital Management
Washington
$251K
C1AG
256
Client 1st Advisory Group
Florida
$251K
FWP
257
Family Wealth Partners
North Carolina
$250K
VFS
258
Valpey Financial Services
New Hampshire
$248K
ALA
259
Atlas Legacy Advisors
California
$245K
SFA
260
Salus Financial Advisors
Colorado
$244K
SNWA
261
Siligmueller & Norvid Wealth Advisors
Illinois
$242K
NGA
262
Naples Global Advisors
Florida
$238K
CF
263
Centaurus Financial
California
$236K
SWA
264
Sightline Wealth Advisors
Connecticut
$232K
CCA
265
Cora Capital Advisors
New Jersey
$231K
MCA
266
Magnolia Capital Advisors
Mississippi
$227K
TPW
267
TL Private Wealth
Texas
$227K
BPA
268
Beacon Pointe Advisors
California
$223K
AAS
269
Annex Advisory Services
Wisconsin
$222K
CWM
270
Chemistry Wealth Management
New York
$221K
NRC
271
New Republic Capital
North Carolina
$220K
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$219K
AFG
273
Arkansas Financial Group
Arkansas
$218K
JBA
274
Johnson Bixby & Associates
Washington
$218K
GS
275
GWN Securities
Florida
$215K