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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$156K -$85 -1 -0.1%
ACA
302
Aptus Capital Advisors
Alabama
$142K -$39.5K -464 -22%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K +$4.68K +55 +4%
NS
304
NBC Securities
Alabama
$118K +$61.6K +723 +118%
US Bancorp
305
US Bancorp
Minnesota
$107K -$4.26K -50 -4%
AC
306
AlphaCore Capital
California
$106K +$2.98K +35 +3%
EWP
307
Elevation Wealth Partners
California
$105K +$766 +9 +0.8%
HIA
308
Harbor Investment Advisory
Maryland
$102K +$170 +2 +0.2%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$101K
Citigroup
310
Citigroup
New York
$97K -$8.52K -100 -8%
William Blair & Company
311
William Blair & Company
Illinois
$96.5K +$3.07K +36 +3%
MA
312
Montag & Associates
Georgia
$91.3K
MG
313
Mather Group
Illinois
$88.1K +$85.2K +1,000 New
MCM
314
MAI Capital Management
Ohio
$87.2K +$11.6K +136 +16%
LFG
315
Larson Financial Group
Missouri
$86.1K +$596 +7 +0.7%
ACA
316
American Capital Advisory
Idaho
$77.6K
CFG
317
CKW Financial Group
Hawaii
$67K +$426 +5 +0.7%
WTA
318
Washington Trust Advisors
Massachusetts
$60.4K
FFP
319
Frisco Financial Planning
Texas
$58.3K +$341 +4 +0.6%
GWSG
320
GPS Wealth Strategies Group
Colorado
$58K
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$56.7K +$85 +1 +0.2%
AAS
322
Ameritas Advisory Services
Nebraska
$53.3K -$35.2K -413 -41%
EWA
323
Elevate Wealth Advisory
Georgia
$52.1K +$4.34K +51 +9%
TWC
324
TD Waterhouse Canada
Ontario, Canada
$47.3K
FFA
325
Founders Financial Alliance
North Carolina
$45.1K

AOA Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2025, worth a combined $593M — up 1.9% from $582M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AOA positions and 21 closed out — a net gain of 25 holders — while 164 added to existing stakes and 113 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $7.67M. The largest seller was CX Institutional, cutting an estimated $32.6M.

  • 374 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2025, up from 356 in Q2 2025.
  • Funds reported $593M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 46 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2025 and 21 closed out, a net change of +25 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $7.67M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2025 was CX Institutional, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2025.