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iShares Core 80/20 Aggressive Allocation ETF

401 hedge funds and large institutions have $727M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
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
EWA
326
Elevate Wealth Advisory
Georgia
$107K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$104K
Citigroup
328
Citigroup
New York
$98.5K
MA
329
Montag & Associates
Georgia
$92.8K
LFG
330
Larson Financial Group
Missouri
$88.5K
SIS
331
Sound Income Strategies
Florida
$85.5K
ACA
332
American Capital Advisory
Idaho
$78.8K
CFG
333
CKW Financial Group
Hawaii
$68K
WTA
334
Washington Trust Advisors
Massachusetts
$61.3K
LWMI
335
Legacy Wealth Management (Idaho)
Idaho
$60.4K
FFP
336
Frisco Financial Planning
Texas
$60K
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$57.7K
BA
338
Blueline Advisors
New Hampshire
$49.6K
TWC
339
TD Waterhouse Canada
Ontario, Canada
$47.6K
AWM
340
Activest Wealth Management
Florida
$44.7K
GI
341
GAMMA Investing
California
$44.3K
NWMP
342
Noble Wealth Management PBC
Colorado
$43.9K
IAIM
343
International Assets Investment Management
Florida
$43.6K
PWPS
344
Pinnacle Wealth Planning Services
Ohio
$43.3K
EB
345
Eastern Bank
Massachusetts
$39.4K
EW
346
Elyxium Wealth
California
$38.4K
RF
347
Rossby Financial
Florida
$38.2K
CAM
348
Clarity Asset Management
Iowa
$34.6K
PWM
349
Proathlete Wealth Management
Florida
$27.6K
NSIM
350
North Star Investment Management
Illinois
$26.2K