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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
EWM
301
EPG Wealth Management
Georgia
$30.6K
NS
302
NBC Securities
Alabama
$25K
NSIM
303
North Star Investment Management
Illinois
$21.9K
MBFW
304
Morton Brown Family Wealth
Pennsylvania
$21.5K
FWM
305
FSA Wealth Management
Massachusetts
$20.1K
1NWS
306
1 North Wealth Services
Maryland
$19.8K
PWM
307
Proathlete Wealth Management
Florida
$16.2K
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$16.1K
OSNBOA
309
Old Second National Bank of Aurora
Illinois
$15.7K
ME
310
McIlrath & Eck
Washington
$14.4K
HNB
311
Huntington National Bank
Ohio
$11.6K
NC
312
North Capital
Utah
$11.1K
RWS
313
Retirement Wealth Solutions
Wisconsin
$10.1K
AWM
314
AllSquare Wealth Management
New York
$9.03K
NEWAS
315
N.E.W. Advisory Services
Wisconsin
$8.72K
CFS
316
CGC Financial Services
Oregon
$8.57K
FFO
317
Fortitude Family Office
Arizona
$8.41K
NRG
318
Nemes Rush Group
Michigan
$8.06K
FRA
319
Front Row Advisors
California
$8.03K
AA
320
Addison Advisors
Vermont
$7.65K
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$6.97K
SWM
322
Spire Wealth Management
Virginia
$6.73K
GT
323
Glenmede Trust
Pennsylvania
$6.04K
DWM
324
Darwin Wealth Management
Florida
$5.75K
PAG
325
Paladin Advisory Group
Iowa
$5.58K