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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Activest Wealth Management
Florida
$44K
GI
327
GAMMA Investing
California
$43.6K
NWMP
328
Noble Wealth Management PBC
Colorado
$43.2K +$41.7K +490 New
EB
329
Eastern Bank
Massachusetts
$38.8K -$138K -1,620 -79%
CAM
330
Clarity Asset Management
Iowa
$33.7K +$32.5K +382 New
SWP
331
Strategic Wealth Partners
Ohio
$30.8K +$29.8K +350 New
PWM
332
Proathlete Wealth Management
Florida
$26.9K +$170 +2 +0.7%
NSIM
333
North Star Investment Management
Illinois
$25.5K +$170 +2 +0.7%
FWM
334
FSA Wealth Management
Massachusetts
$24.1K
1NWS
335
1 North Wealth Services
Maryland
$22.8K
ME
336
McIlrath & Eck
Washington
$22.1K +$1.53K +18 +8%
CAL
337
Capital Analysts LLC
Pennsylvania
$20K
NC
338
North Capital
Utah
$19.4K +$5.71K +67 +44%
OSNBOA
339
Old Second National Bank of Aurora
Illinois
$18.1K
MBFW
340
Morton Brown Family Wealth
Pennsylvania
$16.8K
CT
341
Caldwell Trust
Florida
$15.4K +$14.9K +175 New
HNB
342
Huntington National Bank
Ohio
$13.3K
RWS
343
Retirement Wealth Solutions
Wisconsin
$11.7K +$85 +1 +0.8%
FLP
344
Financial Life Planners
Arizona
$11.6K +$11.2K +131 New
VNA
345
Valley National Advisers
Pennsylvania
$11K +$10.9K +128 New
FFO
346
Fortitude Family Office
Arizona
$10.5K +$681 +8 +7%
AWM
347
AllSquare Wealth Management
New York
$10.4K
NEWAS
348
N.E.W. Advisory Services
Wisconsin
$10K
CFS
349
CGC Financial Services
Oregon
$9.87K
NRG
350
Nemes Rush Group
Michigan
$9.38K

AOA Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2025, worth a combined $593M — up 1.9% from $582M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AOA positions and 21 closed out — a net gain of 25 holders — while 164 added to existing stakes and 113 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $7.67M. The largest seller was CX Institutional, cutting an estimated $32.6M.

  • 374 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2025, up from 356 in Q2 2025.
  • Funds reported $593M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 46 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2025 and 21 closed out, a net change of +25 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $7.67M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2025 was CX Institutional, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2025.