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iShares Core 80/20 Aggressive Allocation ETF

403 hedge funds and large institutions have $640M invested in iShares Core 80/20 Aggressive Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 194 increasing their positions, 115 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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 +$4.11M
2 +$3.63M
3 +$3.5M
4
Morgan Stanley
Morgan Stanley
New York
+$2.85M
5
EWA
EP Wealth Advisors
California
+$2.79M

Top Sellers

1 -$11M
2 -$6.29M
3 -$6.28M
4
CI
CX Institutional
Indiana
-$6.1M
5
Wells Fargo
Wells Fargo
California
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aprio Wealth Management
Georgia
$289K
WW
252
Westshore Wealth
California
$287K
AFP
253
Ausdal Financial Partners
Iowa
$287K
CRFG
254
Columbia River Financial Group
Washington
$285K
KWA
255
Kingswood Wealth Advisors
California
$283K
PPWM
256
Premier Private Wealth Management
Florida
$283K
MWM
257
Mosley Wealth Management
California
$280K
VFS
258
Valpey Financial Services
New Hampshire
$276K
AG
259
AmeriFlex Group
Nevada
$275K
VFP
260
Vested Financial Planning
California
$274K
MWA
261
Meridian Wealth Advisors
Texas
$272K
CA
262
CoreCap Advisors
Michigan
$271K
AFG
263
Arkansas Financial Group
Arkansas
$271K
AFG
264
Atomi Financial Group
New York
$270K
WE
265
Wealth Effects
Massachusetts
$269K
JBA
266
Johnson Bixby & Associates
Washington
$268K
FAM
267
Forte Asset Management
New York
$268K
FFG
268
Fiduciary Financial Group
California
$268K
HP
269
Holistic Planning
Texas
$266K
BW
270
BIP Wealth
Georgia
$263K
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$263K
FFN
272
Focus Financial Network
Minnesota
$260K
BHWM
273
Bay Harbor Wealth Management
Maryland
$260K
PIFP
274
Partners in Financial Planning
Virginia
$258K
SAW
275
Signal Advisors Wealth
Michigan
$256K