AOA icon

iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
351
Thrivent Financial for Lutherans
Minnesota
-$4.28M -54,245 Closed
ECA
352
Elevation Capital Advisory
Oregon
-$3.11M -40,679 Closed
OMC
353
Old Mission Capital
Illinois
-$1.32M -17,244 Closed
TW
354
Trajan Wealth
Arizona
-$576K -7,523 Closed
ARC
355
Advisor Resource Council
Texas
-$385K -5,638 Closed
TI
356
TrueMark Investments
Illinois
-$335K -4,382 Closed
HFS
357
Hantz Financial Services
Michigan
-$274K -3,587 Closed
SB
358
Strategic Blueprint
Georgia
-$227K -2,973 Closed
LCM
359
Lazari Capital Management
California
-$218K -2,846 Closed
BPA
360
Beacon Pointe Advisors
California
-$211K -2,756 Closed
HIP
361
HUB Investment Partners
Texas
-$209K -2,733 Closed
GFPC
362
Global Financial Private Client
Florida
-$101K -1,325 Closed
MG
363
Mather Group
Illinois
-$77.9K -1,018 Closed
RMP
364
Richards, Merrill & Peterson
Washington
-$65.7K -859 Closed
CA
365
Continuum Advisory
Idaho
-$34.4K -450 Closed
LCM
366
Logan Capital Management
Pennsylvania
-$33K -432 Closed
EWM
367
EPG Wealth Management
Georgia
-$30.6K -400 Closed
WW
368
Winnow Wealth
Texas
-$4.28K -56 Closed
CWC
369
Carolinas Wealth Consulting
North Carolina
-$4.21K -55 Closed
CFD
370
Creative Financial Designs
Indiana
-$842 -11 Closed
KFGG
371
Keystone Financial Group (Georgia)
Georgia
-$775 -10 Closed