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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
326
Front Row Advisors
California
$8.76K
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$8.37K
AA
328
Addison Advisors
Vermont
$8.34K
SWM
329
Spire Wealth Management
Virginia
$7.34K
PAG
330
Paladin Advisory Group
Iowa
$6.09K
IHWM
331
Iron Horse Wealth Management
Iowa
$6.01K
PGAM
332
Princeton Global Asset Management
New Jersey
$5.25K
HFS
333
Horizon Financial Services
North Carolina
$4.5K
CAM
334
Creekmur Asset Management
Illinois
$3.89K +$83 +1 +2%
PA
335
Pineridge Advisors
Missouri
$3.77K
DIP
336
DT Investment Partners
Pennsylvania
$3.75K
VWWMG
337
Vermillion & White Wealth Management Group
Pennsylvania
$3.67K
DWM
338
Darwin Wealth Management
Florida
$3.29K -$3.04K -36 -48%
KFI
339
Key Financial Inc
Pennsylvania
$3.09K
MIA
340
Milestone Investment Advisors
Wisconsin
$2.79K +$84 +1 +3%
BA
341
Ballast Advisors
Minnesota
$2.73K
AA
342
Ancora Advisors
Ohio
$2.67K
CIAS
343
Capital Investment Advisory Services
North Carolina
$2.25K
FNWA
344
Financial Network Wealth Advisors
Utah
$2K
PTC
345
Private Trust Company
Ohio
$1.5K +$1.5K +18 New
EWM
346
Evermay Wealth Management
Virginia
$1.17K -$834 -10 -42%
RF
347
Rossby Financial
Florida
$1.08K
DWA
348
Delos Wealth Advisors
Texas
$1K +$1K +12 New
GWSA
349
Global Wealth Strategies & Associates
Colorado
$1K +$1K +12 New
MSG
350
Main Street Group
Virginia
$584 +$584 +7 New