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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
HIA
301
Harbor Investment Advisory
Maryland
$102K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$101K
Citigroup
303
Citigroup
New York
$97K
William Blair & Company
304
William Blair & Company
Illinois
$96.5K
MA
305
Montag & Associates
Georgia
$91.3K
MG
306
Mather Group
Illinois
$88.1K
MCM
307
MAI Capital Management
Ohio
$87.2K
LFG
308
Larson Financial Group
Missouri
$86.1K
ACA
309
American Capital Advisory
Idaho
$77.6K
CFG
310
CKW Financial Group
Hawaii
$67K
WTA
311
Washington Trust Advisors
Massachusetts
$60.4K
GWSG
312
GPS Wealth Strategies Group
Colorado
$58K
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$56.7K
AAS
314
Ameritas Advisory Services
Nebraska
$53.3K
EWA
315
Elevate Wealth Advisory
Georgia
$52.1K
TWC
316
TD Waterhouse Canada
Ontario, Canada
$47.3K
FFA
317
Founders Financial Alliance
North Carolina
$45.1K
AWM
318
Activest Wealth Management
Florida
$44K
GI
319
GAMMA Investing
California
$43.6K
EB
320
Eastern Bank
Massachusetts
$38.8K
CAM
321
Clarity Asset Management
Iowa
$33.7K
SWP
322
Strategic Wealth Partners
Ohio
$30.8K
PWM
323
Proathlete Wealth Management
Florida
$26.9K
NSIM
324
North Star Investment Management
Illinois
$25.5K
FWM
325
FSA Wealth Management
Massachusetts
$24.1K