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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
351
Front Row Advisors
California
$9.26K
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$8.91K +$85 +1 +1%
AA
353
Addison Advisors
Vermont
$8.81K
SWM
354
Spire Wealth Management
Virginia
$7.76K
PAG
355
Paladin Advisory Group
Iowa
$6.43K
PGAM
356
Princeton Global Asset Management
New Jersey
$5.55K
EP
357
Essential Partners
California
$5.46K
HFS
358
Horizon Financial Services
North Carolina
$4.76K
CAM
359
Creekmur Asset Management
Illinois
$4.14K
DIP
360
DT Investment Partners
Pennsylvania
$3.97K
PA
361
Pineridge Advisors
Missouri
$3.93K
VWWMG
362
Vermillion & White Wealth Management Group
Pennsylvania
$3.88K
MIA
363
Milestone Investment Advisors
Wisconsin
$3.67K +$766 +9 +27%
DJSG
364
D.J. St. Germain
Massachusetts
$3.44K +$3.32K +39 New
KFI
365
Key Financial Inc
Pennsylvania
$3.27K
DWM
366
Darwin Wealth Management
Florida
$2.98K -$511 -6 -15%
AA
367
Ancora Advisors
Ohio
$2.82K
CIAS
368
Capital Investment Advisory Services
North Carolina
$2.2K -$170 -2 -7%
APW
369
Aventura Private Wealth
Florida
$2.2K
FNWA
370
Financial Network Wealth Advisors
Utah
$2.12K
PTC
371
Private Trust Company
Ohio
$1.41K -$170 -2 -11%
EWM
372
Evermay Wealth Management
Virginia
$1.23K
RF
373
Rossby Financial
Florida
$1.15K
DWA
374
Delos Wealth Advisors
Texas
$1.06K
VWM
375
VCI Wealth Management
Missouri
-$2.85M -34,129 Closed