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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
301
GPS Wealth Strategies Group
Colorado
$54.9K
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$53.6K
NS
303
NBC Securities
Alabama
$51K
EWA
304
Elevate Wealth Advisory
Georgia
$45K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$44.4K
FFA
306
Founders Financial Alliance
North Carolina
$42.7K
AWM
307
Activest Wealth Management
Florida
$41.6K
GI
308
GAMMA Investing
California
$41.3K
T
309
Transce3nd
Texas
$36.3K
CAWM
310
Capital A Wealth Management
Pennsylvania
$36.3K
WSFS
311
Wilmington Savings Fund Society
Delaware
$33.9K
PWM
312
Proathlete Wealth Management
Florida
$25.2K
NSIM
313
North Star Investment Management
Illinois
$24K
FWM
314
FSA Wealth Management
Massachusetts
$21.7K
1NWS
315
1 North Wealth Services
Maryland
$21.6K
ME
316
McIlrath & Eck
Washington
$19.4K
CAL
317
Capital Analysts LLC
Pennsylvania
$19K
OSNBOA
318
Old Second National Bank of Aurora
Illinois
$17.1K
MBFW
319
Morton Brown Family Wealth
Pennsylvania
$15.9K
NC
320
North Capital
Utah
$12.7K
HNB
321
Huntington National Bank
Ohio
$12.6K
RWS
322
Retirement Wealth Solutions
Wisconsin
$11K
AWM
323
AllSquare Wealth Management
New York
$9.84K
NEWAS
324
N.E.W. Advisory Services
Wisconsin
$9.51K
CFS
325
CGC Financial Services
Oregon
$9.34K