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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
301
NBC Securities
Alabama
$25K +$25K +331 New
NSIM
302
North Star Investment Management
Illinois
$21.9K +$2.83K +37 +15%
MBFW
303
Morton Brown Family Wealth
Pennsylvania
$21.5K – – –
FWM
304
FSA Wealth Management
Massachusetts
$20.2K +$17.6K +211 +703%
1NWS
305
1 North Wealth Services
Maryland
$19.8K +$19.8K +259 New
PWM
306
Proathlete Wealth Management
Florida
$16.2K +$16.2K +211 New
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$16.1K – – –
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$15.7K +$14.9K +195 +1,950%
ME
309
McIlrath & Eck
Washington
$14.4K -$1.83K -24 -11%
HNB
310
Huntington National Bank
Ohio
$11.6K – – –
NC
311
North Capital
Utah
$11.1K +$11.1K +145 New
RWS
312
Retirement Wealth Solutions
Wisconsin
$10.1K – – –
AWM
313
AllSquare Wealth Management
New York
$9.03K – – –
NEWAS
314
N.E.W. Advisory Services
Wisconsin
$8.72K +$8.72K +114 New
CFS
315
CGC Financial Services
Oregon
$8.57K -$11.9K -155 -58%
FFO
316
Fortitude Family Office
Arizona
$8.42K – – –
NRG
317
Nemes Rush Group
Michigan
$8.06K – – –
FRA
318
Front Row Advisors
California
$8.03K – – –
AA
319
Addison Advisors
Vermont
$7.65K +$2.83K +37 +59%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$6.97K – – –
SWM
321
Spire Wealth Management
Virginia
$6.73K – – –
GT
322
Glenmede Trust
Pennsylvania
$6.04K +$6.04K +79 New
DWM
323
Darwin Wealth Management
Florida
$5.76K – – –
PAG
324
Paladin Advisory Group
Iowa
$5.59K +$4.97K +65 +813%
IHWM
325
Iron Horse Wealth Management
Iowa
$5.51K – – –
11 12
13
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