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iShares Core 80/20 Aggressive Allocation ETF

372 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, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
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
AWM
251
Aprio Wealth Management
Georgia
$266K
TPWM
252
Twelve Points Wealth Management
Massachusetts
$265K
AFG
253
Atomi Financial Group
New York
$261K
TI
254
tru Independence
Oregon
$258K
WW
255
Westshore Wealth
California
$256K
BHWM
256
Bay Harbor Wealth Management
Maryland
$254K
VFP
257
Vested Financial Planning
California
$254K
MWA
258
Meridian Wealth Advisors
Texas
$251K
CCM
259
Coldstream Capital Management
Washington
$251K
C1AG
260
Client 1st Advisory Group
Florida
$251K
FWP
261
Family Wealth Partners
North Carolina
$250K
VFS
262
Valpey Financial Services
New Hampshire
$248K
ALA
263
Atlas Legacy Advisors
California
$245K
SFA
264
Salus Financial Advisors
Colorado
$244K
SNWA
265
Siligmueller & Norvid Wealth Advisors
Illinois
$242K
NGA
266
Naples Global Advisors
Florida
$238K
CF
267
Centaurus Financial
California
$236K
SWA
268
Sightline Wealth Advisors
Connecticut
$232K
CCA
269
Cora Capital Advisors
New Jersey
$231K
MCA
270
Magnolia Capital Advisors
Mississippi
$227K
TPW
271
TL Private Wealth
Texas
$227K
BPA
272
Beacon Pointe Advisors
California
$223K
AAS
273
Annex Advisory Services
Wisconsin
$222K
CWM
274
Chemistry Wealth Management
New York
$221K
NRC
275
New Republic Capital
North Carolina
$220K