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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M 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, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
276
Elevation Wealth Partners
California
$90K
MA
277
Montag & Associates
Georgia
$79.3K
MG
278
Mather Group
Illinois
$77.9K
William Blair & Company
279
William Blair & Company
Illinois
$77.3K
LFG
280
Larson Financial Group
Missouri
$74.8K
CWP
281
Concord Wealth Partners
Virginia
$73K
ACA
282
American Capital Advisory
Idaho
$67.3K
EWA
283
Elevate Wealth Advisory
Georgia
$66.4K
RMP
284
Richards, Merrill & Peterson
Washington
$65.7K
MCM
285
MAI Capital Management
Ohio
$63.7K
LC
286
Lindbrook Capital
California
$62.7K
CI
287
CX Institutional
Indiana
$62K
CFG
288
CKW Financial Group
Hawaii
$57K
TSMHT
289
Thurston Springer Miller Herd & Titak
Indiana
$55.9K
WTA
290
Washington Trust Advisors
Massachusetts
$52.9K
Bank of Montreal
291
Bank of Montreal
Ontario, Canada
$49.1K
TWC
292
TD Waterhouse Canada
Ontario, Canada
$40.8K
EB
293
Eastern Bank
Massachusetts
$39.4K
FFA
294
Founders Financial Alliance
North Carolina
$39.2K
AWM
295
Activest Wealth Management
Florida
$38.2K
GI
296
GAMMA Investing
California
$37.9K
NWMP
297
Noble Wealth Management PBC
Colorado
$37.5K
T
298
Transce3nd
Texas
$35.3K
CA
299
Continuum Advisory
Idaho
$34.4K
LCM
300
Logan Capital Management
Pennsylvania
$33K