AOA icon

iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
326
Fortitude Family Office
Arizona
$9.26K
NRG
327
Nemes Rush Group
Michigan
$8.81K
FRA
328
Front Row Advisors
California
$8.76K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$8.37K
AA
330
Addison Advisors
Vermont
$8.34K
SWM
331
Spire Wealth Management
Virginia
$7.34K
PAG
332
Paladin Advisory Group
Iowa
$6.09K
IHWM
333
Iron Horse Wealth Management
Iowa
$6K
PGAM
334
Princeton Global Asset Management
New Jersey
$5.25K
HFS
335
Horizon Financial Services
North Carolina
$4.5K
CAM
336
Creekmur Asset Management
Illinois
$3.89K
PA
337
Pineridge Advisors
Missouri
$3.77K
DIP
338
DT Investment Partners
Pennsylvania
$3.75K
VWWMG
339
Vermillion & White Wealth Management Group
Pennsylvania
$3.67K
DWM
340
Darwin Wealth Management
Florida
$3.29K
KFI
341
Key Financial Inc
Pennsylvania
$3.09K
MIA
342
Milestone Investment Advisors
Wisconsin
$2.79K
BA
343
Ballast Advisors
Minnesota
$2.73K
AA
344
Ancora Advisors
Ohio
$2.67K
CIAS
345
Capital Investment Advisory Services
North Carolina
$2.25K
FNWA
346
Financial Network Wealth Advisors
Utah
$2K
PTC
347
Private Trust Company
Ohio
$1.5K
EWM
348
Evermay Wealth Management
Virginia
$1.17K
RF
349
Rossby Financial
Florida
$1.08K
DWA
350
Delos Wealth Advisors
Texas
$1K