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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
W
376
Wealthquest
Ohio
-$726K -8,710 Closed
CIA
377
Cape Investment Advisory
Georgia
-$531K -6,362 Closed
Renaissance Technologies
378
Renaissance Technologies
New York
-$509K -6,100 Closed
AAP
379
Arax Advisory Partners
Colorado
-$379K -4,550 Closed
APWA
380
Atlas Private Wealth Advisors
New Jersey
-$334K -4,006 Closed
SOS
381
Silver Oak Securities
Tennessee
-$283K -3,397 Closed
LMKC
382
L.M. Kohn & Company
Ohio
-$272K -3,256 Closed
LWMNY
383
Landmark Wealth Management (New York)
New York
-$245K -2,940 Closed
TFA
384
TPG Financial Advisors
Oregon
-$231K -2,769 Closed
KWM
385
Keebeck Wealth Management
Illinois
-$201K -2,407 Closed
SL
386
SWMG LLC
Texas
-$201K -2,391 Closed
CWM
387
CarsonAllaria Wealth Management
Illinois
-$123K -1,471 Closed
TSMHT
388
Thurston Springer Miller Herd & Titak
Indiana
-$110K -1,321 Closed
GWM
389
Geneos Wealth Management
Colorado
-$96.1K -1,152 Closed
CWP
390
Concord Wealth Partners
Virginia
-$79.5K -953 Closed
T
391
Transce3nd
Texas
-$36.3K -435 Closed
WSFS
392
Wilmington Savings Fund Society
Delaware
-$33.9K -406 Closed
BA
393
Ballast Advisors
Minnesota
-$2.73K -33 Closed
GWSA
394
Global Wealth Strategies & Associates
Colorado
-$1K -12 Closed
MSG
395
Main Street Group
Virginia
-$584 -7 Closed