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iShares Core 80/20 Aggressive Allocation ETF

374 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, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$219K +$7.75K +91 +4%
JBA
277
Johnson Bixby & Associates
Washington
$218K +$255 +3 +0.1%
AFG
278
Arkansas Financial Group
Arkansas
$217K +$2.21K +26 +1%
GS
279
GWN Securities
Florida
$215K -$229K -2,685 -52%
NWM
280
Napa Wealth Management
California
$215K +$3.15K +37 +2%
PPWM
281
Perissos Private Wealth Management
Oklahoma
$215K +$207K +2,435 New
AF
282
Abound Financial
California
$215K +$1.53K +18 +0.7%
LCM
283
Lazari Capital Management
California
$213K +$206K +2,418 New
DWS
284
Discipline Wealth Solutions
South Carolina
$213K +$205K +2,412 New
FAM
285
Forte Asset Management
New York
$211K +$204K +2,399 New
IWP
286
Insight Wealth Partners
Texas
$211K +$204K +2,390 New
LAMC
287
Longview Asset Management (California)
California
$210K +$596 +7 +0.3%
PIFP
288
Partners in Financial Planning
Virginia
$210K +$203K +2,379 New
BCI
289
Brinker Capital Investments
Pennsylvania
$207K +$200K +2,346 New
O3W
290
Omni 360 Wealth
New Jersey
$204K +$197K +2,318 New
SI
291
Stephens Inc
Arkansas
$204K +$197K +2,314 New
ATPW
292
Ashton Thomas Private Wealth
Arizona
$202K +$196K +2,297 New
HIP
293
HUB Investment Partners
Texas
$202K +$195K +2,288 New
RPCA
294
Running Point Capital Advisors
California
$198K
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$189K
MWM
296
Mascoma Wealth Management
New Hampshire
$187K -$13.5K -158 -7%
S
297
SignatureFD
Georgia
$184K +$1.28K +15 +0.7%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$180K +$71.7K +842 +70%
WANY
299
Wealthspire Advisors (New York)
New York
$168K +$163K +1,909 New
IA
300
IFP Advisors
Florida
$166K +$19.5K +229 +14%