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iShares Core 80/20 Aggressive Allocation ETF

365 hedge funds and large institutions have $580M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$106K
EWP
302
Elevation Wealth Partners
California
$105K
HIA
303
Harbor Investment Advisory
Maryland
$102K
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$101K
Citigroup
305
Citigroup
New York
$97K
William Blair & Company
306
William Blair & Company
Illinois
$96.5K
MA
307
Montag & Associates
Georgia
$91.3K
MG
308
Mather Group
Illinois
$88.1K
MCM
309
MAI Capital Management
Ohio
$87.2K
LFG
310
Larson Financial Group
Missouri
$86.1K
ACA
311
American Capital Advisory
Idaho
$77.6K
CFG
312
CKW Financial Group
Hawaii
$67K
WTA
313
Washington Trust Advisors
Massachusetts
$60.4K
GWSG
314
GPS Wealth Strategies Group
Colorado
$58K
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$56.7K
AAS
316
Ameritas Advisory Services
Nebraska
$53.3K
EWA
317
Elevate Wealth Advisory
Georgia
$52.1K
TWC
318
TD Waterhouse Canada
Ontario, Canada
$47.3K
FFA
319
Founders Financial Alliance
North Carolina
$45.1K
AWM
320
Activest Wealth Management
Florida
$44K
GI
321
GAMMA Investing
California
$43.6K
EB
322
Eastern Bank
Massachusetts
$38.8K
CAM
323
Clarity Asset Management
Iowa
$33.7K
SWP
324
Strategic Wealth Partners
Ohio
$30.8K
PWM
325
Proathlete Wealth Management
Florida
$26.9K