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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
351
Independent Advisor Alliance
North Carolina
– -$322K -4,206 Closed
KFG
352
Kelly Financial Group
Connecticut
– -$313K -4,083 Closed
CIA
353
Concurrent Investment Advisors
Florida
– -$308K -4,014 Closed
SG
354
Strid Group
Pennsylvania
– -$275K -3,588 Closed
JCM
355
Janney Capital Management
Pennsylvania
– -$273K -3,562 Closed
PWP
356
Phillips Wealth Planners
Mississippi
– -$247K -3,265 Closed
MWM
357
Meridian Wealth Management
Kentucky
– -$220K -2,868 Closed
MWG
358
Martin Worley Group
Utah
– -$219K -2,861 Closed
ZIM
359
Zacks Investment Management
Illinois
– -$217K -2,828 Closed
NWM
360
Napa Wealth Management
California
– -$209K -2,784 Closed
SC
361
Scotia Capital
Ontario, Canada
– -$213K -2,776 Closed
MFG
362
Merit Financial Group
Georgia
– -$211K -2,758 Closed
EFN
363
Equita Financial Network
Pennsylvania
– -$210K -2,740 Closed
SAF
364
Smith Anglin Financial
Texas
– -$206K -2,694 Closed
TPW
365
TL Private Wealth
Texas
– -$207K -2,682 Closed
BTI
366
Blue Trust Inc
Georgia
– -$55.5K -725 Closed
PCWA
367
Pacific Capital Wealth Advisors
California
– -$40.1K -524 Closed
WTC
368
WhitTier Trust Company
Nevada
– -$27.7K -361 Closed
VHAM
369
Van Hulzen Asset Management
California
– -$18.8K -245 Closed
OP
370
ORG Partners
Indiana
– -$17.6K -228 Closed
CAS
371
Coppell Advisory Solutions
Texas
– -$16.6K -216 Closed
KIM
372
Kestra Investment Management
Texas
– -$13.3K -174 Closed
FLP
373
Financial Life Planners
Arizona
– -$9.96K -130 Closed
CFGS
374
Concourse Financial Group Securities
Alabama
– -$9.57K -122 Closed
TCG
375
Transcendent Capital Group
Oklahoma
– -$7.31K -95 Closed
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