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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
326
Princeton Global Asset Management
New Jersey
$4.82K – – –
WW
327
Winnow Wealth
Texas
$4.28K +$4.28K +56 New
CWC
328
Carolinas Wealth Consulting
North Carolina
$4.21K -$77 -1 -2%
HFS
329
Horizon Financial Services
North Carolina
$4.13K – – –
CAM
330
Creekmur Asset Management
Illinois
$3.55K -$8.65K -112 -71%
PA
331
Pineridge Advisors
Missouri
$3.45K – – –
DIP
332
DT Investment Partners
Pennsylvania
$3.44K – – –
VWWMG
333
Vermillion & White Wealth Management Group
Pennsylvania
$3.37K – – –
KFI
334
Key Financial Inc
Pennsylvania
$2.83K – – –
BA
335
Ballast Advisors
Minnesota
$2.5K – – –
MIA
336
Milestone Investment Advisors
Wisconsin
$2.47K +$540 +7 +28%
AA
337
Ancora Advisors
Ohio
$2.45K – – –
CIAS
338
Capital Investment Advisory Services
North Carolina
$2.07K – – –
EWM
339
Evermay Wealth Management
Virginia
$1.84K – – –
FNWA
340
Financial Network Wealth Advisors
Utah
$1.84K +$1.84K +24 New
RF
341
Rossby Financial
Florida
$990 +$990 +13 New
CFD
342
Creative Financial Designs
Indiana
$842 – – –
KFGG
343
Keystone Financial Group (Georgia)
Georgia
$775 +$775 +10 New
EP
344
Essential Planning
New Hampshire
– -$5.78M -73,855 Closed
ACP
345
Aveo Capital Partners
Colorado
– -$5.13M -66,915 Closed
GVAG
346
Great Valley Advisor Group
Delaware
– -$3.28M -42,755 Closed
MFWM
347
Motley Fool Wealth Management
Virginia
– -$1.21M -15,830 Closed
MW
348
Marcum Wealth
Ohio
– -$377K -4,916 Closed
AI
349
Atria Investments
North Carolina
– -$368K -4,799 Closed
SFM
350
Signet Financial Management
New Jersey
– -$358K -4,673 Closed
12 13
14
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