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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
351
Vermillion & White Wealth Management Group
Pennsylvania
$3.88K
MIA
352
Milestone Investment Advisors
Wisconsin
$3.67K
DJSG
353
D.J. St. Germain
Massachusetts
$3.44K
KFI
354
Key Financial Inc
Pennsylvania
$3.27K
DWM
355
Darwin Wealth Management
Florida
$2.98K
AA
356
Ancora Advisors
Ohio
$2.82K
CIAS
357
Capital Investment Advisory Services
North Carolina
$2.2K
FNWA
358
Financial Network Wealth Advisors
Utah
$2.12K
PTC
359
Private Trust Company
Ohio
$1.41K
EWM
360
Evermay Wealth Management
Virginia
$1.23K
RF
361
Rossby Financial
Florida
$1.15K
DWA
362
Delos Wealth Advisors
Texas
$1.06K
TCM
363
Triumph Capital Management
Colorado
$970
VWM
364
VCI Wealth Management
Missouri
W
365
Wealthquest
Ohio
Renaissance Technologies
366
Renaissance Technologies
New York
AAP
367
Arax Advisory Partners
Colorado
APWA
368
Atlas Private Wealth Advisors
New Jersey
SOS
369
Silver Oak Securities
Tennessee
LMKC
370
L.M. Kohn & Company
Ohio
LWMNY
371
Landmark Wealth Management (New York)
New York
TFA
372
TPG Financial Advisors
Oregon
KWM
373
Keebeck Wealth Management
Illinois
SL
374
SWMG LLC
Texas
CWM
375
CarsonAllaria Wealth Management
Illinois