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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
MA
326
Montag & Associates
Georgia
$92.8K
LFG
327
Larson Financial Group
Missouri
$88.5K
SIS
328
Sound Income Strategies
Florida
$85.5K
ACA
329
American Capital Advisory
Idaho
$78.8K
CFG
330
CKW Financial Group
Hawaii
$68K
WTA
331
Washington Trust Advisors
Massachusetts
$61.3K
LWMI
332
Legacy Wealth Management (Idaho)
Idaho
$60.4K
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$57.7K
BA
334
Blueline Advisors
New Hampshire
$49.6K
TWC
335
TD Waterhouse Canada
Ontario, Canada
$47.6K
AWM
336
Activest Wealth Management
Florida
$44.7K
GI
337
GAMMA Investing
California
$44.3K
NWMP
338
Noble Wealth Management PBC
Colorado
$43.9K
IAIM
339
International Assets Investment Management
Florida
$43.6K
PWPS
340
Pinnacle Wealth Planning Services
Ohio
$43.3K
EB
341
Eastern Bank
Massachusetts
$39.4K
EW
342
Elyxium Wealth
California
$38.4K
RF
343
Rossby Financial
Florida
$38.2K
CAM
344
Clarity Asset Management
Iowa
$34.6K
PWM
345
Proathlete Wealth Management
Florida
$27.6K
NSIM
346
North Star Investment Management
Illinois
$26.2K
SAG
347
SageView Advisory Group
California
$26.1K
1NWS
348
1 North Wealth Services
Maryland
$23.5K
SS
349
Sunbelt Securities
Texas
$20.1K
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
$18.7K