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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M 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, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SFM
351
Signet Financial Management
New Jersey
IAA
352
Independent Advisor Alliance
North Carolina
KFG
353
Kelly Financial Group
Connecticut
CIA
354
Concurrent Investment Advisors
Florida
SG
355
Strid Group
Pennsylvania
JCM
356
Janney Capital Management
Pennsylvania
PWP
357
Phillips Wealth Planners
Mississippi
MWM
358
Meridian Wealth Management
Kentucky
MWG
359
Martin Worley Group
Utah
ZIM
360
Zacks Investment Management
Illinois
NWM
361
Napa Wealth Management
California
SC
362
Scotia Capital
Ontario, Canada
MFG
363
Merit Financial Group
Georgia
EFN
364
Equita Financial Network
Pennsylvania
SAF
365
Smith Anglin Financial
Texas
TPW
366
TL Private Wealth
Texas
BTI
367
Blue Trust Inc
Georgia
PCWA
368
Pacific Capital Wealth Advisors
California
WTC
369
WhitTier Trust Company
Nevada
VHAM
370
Van Hulzen Asset Management
California
OP
371
ORG Partners
Indiana
CAS
372
Coppell Advisory Solutions
Texas
KIM
373
Kestra Investment Management
Texas
FLP
374
Financial Life Planners
Arizona
CFGS
375
Concourse Financial Group Securities
Alabama