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iShares Core 80/20 Aggressive Allocation ETF

342 hedge funds and large institutions have $487M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
276
Montag & Associates
Georgia
$79.3K
MG
277
Mather Group
Illinois
$77.9K -$73.1K -955 -48%
William Blair & Company
278
William Blair & Company
Illinois
$77.3K +$5.28K +69 +7%
LFG
279
Larson Financial Group
Missouri
$74.8K +$31.5K +411 +72%
CWP
280
Concord Wealth Partners
Virginia
$73K -$153 -2 -0.2%
ACA
281
American Capital Advisory
Idaho
$67.3K
EWA
282
Elevate Wealth Advisory
Georgia
$66.4K +$16.8K +219 +34%
RMP
283
Richards, Merrill & Peterson
Washington
$65.7K
MCM
284
MAI Capital Management
Ohio
$63.7K -$3.6K -47 -5%
LC
285
Lindbrook Capital
California
$62.7K
CI
286
CX Institutional
Indiana
$62K -$412K -5,418 -87%
CFG
287
CKW Financial Group
Hawaii
$57K +$687 +9 +1%
TSMHT
288
Thurston Springer Miller Herd & Titak
Indiana
$55.9K
WTA
289
Washington Trust Advisors
Massachusetts
$52.9K
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$49.1K +$44.4K +580 +935%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$40.8K +$29.1K +381 +249%
EB
292
Eastern Bank
Massachusetts
$39.4K
FFA
293
Founders Financial Alliance
North Carolina
$39.2K -$1.3K -17 -3%
AWM
294
Activest Wealth Management
Florida
$38.2K
GI
295
GAMMA Investing
California
$37.9K
NWMP
296
Noble Wealth Management PBC
Colorado
$37.5K
T
297
Transce3nd
Texas
$35.3K -$2.68K -35 -7%
CA
298
Continuum Advisory
Idaho
$34.4K
LCM
299
Logan Capital Management
Pennsylvania
$33K
EWM
300
EPG Wealth Management
Georgia
$30.6K