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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$53.6K
NS
302
NBC Securities
Alabama
$51K +$23.4K +281 +85%
EWA
303
Elevate Wealth Advisory
Georgia
$45K -$27.4K -328 -38%
TWC
304
TD Waterhouse Canada
Ontario, Canada
$44.4K
FFA
305
Founders Financial Alliance
North Carolina
$42.7K
AWM
306
Activest Wealth Management
Florida
$41.6K
GI
307
GAMMA Investing
California
$41.3K
T
308
Transce3nd
Texas
$36.3K -$2.25K -27 -6%
WSFS
309
Wilmington Savings Fund Society
Delaware
$33.9K +$33.9K +406 New
PWM
310
Proathlete Wealth Management
Florida
$25.2K +$7.61K +91 +43%
NSIM
311
North Star Investment Management
Illinois
$24K +$83 +1 +0.3%
FWM
312
FSA Wealth Management
Massachusetts
$21.7K
1NWS
313
1 North Wealth Services
Maryland
$21.6K
ME
314
McIlrath & Eck
Washington
$19.4K +$3.67K +44 +23%
CAL
315
Capital Analysts LLC
Pennsylvania
$19K +$19K +225 New
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$17.1K
MBFW
317
Morton Brown Family Wealth
Pennsylvania
$15.9K -$7.51K -90 -32%
NC
318
North Capital
Utah
$12.7K +$666 +8 +6%
HNB
319
Huntington National Bank
Ohio
$12.6K -$11.6K
RWS
320
Retirement Wealth Solutions
Wisconsin
$11K
AWM
321
AllSquare Wealth Management
New York
$9.84K
NEWAS
322
N.E.W. Advisory Services
Wisconsin
$9.51K
CFS
323
CGC Financial Services
Oregon
$9.34K
FFO
324
Fortitude Family Office
Arizona
$9.26K +$83 +1 +0.9%
NRG
325
Nemes Rush Group
Michigan
$8.81K +$83 +1 +1%