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iShares Core 80/20 Aggressive Allocation ETF

401 hedge funds and large institutions have $727M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 26

65% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 113

23% more capital invested

Capital invested by funds: $593M → $727M (+$134M)

7% more funds holding

Funds holding: 374401 (+27)

1.33% more ownership

Funds ownership: 30.05%31.38% (+1.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
401
Holders Change
+27
Holders Change %
+7.22%
% of All Funds
4.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
61
Increased
186
Reduced
113
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$6.7K +$5.25K +59 +369%
PAG
377
Paladin Advisory Group
Iowa
$6.54K
PGAM
378
Princeton Global Asset Management
New Jersey
$5.64K
EP
379
Essential Partners
California
$5.55K
CIAS
380
Capital Investment Advisory Services
North Carolina
$5.46K +$3.21K +36 +144%
HFS
381
Horizon Financial Services
North Carolina
$4.84K
MIA
382
Milestone Investment Advisors
Wisconsin
$4.5K +$712 +8 +19%
DIP
383
DT Investment Partners
Pennsylvania
$4.03K
PPL
384
Planning Project LLC
Texas
$4K +$4.01K +45 New
VWWMG
385
Vermillion & White Wealth Management Group
Pennsylvania
$3.94K
DJSG
386
D.J. St. Germain
Massachusetts
$3.49K
KFI
387
Key Financial Inc
Pennsylvania
$3.31K
NA
388
Networth Advisors
Pennsylvania
$3.22K +$3.21K +36 New
DWM
389
Darwin Wealth Management
Florida
$3.05K +$89 +1 +3%
AA
390
Ancora Advisors
Ohio
$2.87K
RDFA
391
Ritter Daniher Financial Advisory
Ohio
$2.78K +$2.76K +31 New
CT
392
Clearstead Trust
Maine
$2.78K +$2.76K +31 New
APW
393
Aventura Private Wealth
Florida
$2.24K
FNWA
394
Financial Network Wealth Advisors
Utah
$2.15K
KFGG
395
Keystone Financial Group (Georgia)
Georgia
$1.43K +$1.43K +16 New
EWM
396
Evermay Wealth Management
Virginia
$1.25K
DWA
397
Delos Wealth Advisors
Texas
$1.07K
TCM
398
Triumph Capital Management
Colorado
$985 +$979 +11 New
GPFA
399
Game Plan Financial Advisors
Ohio
$90 +$89 +1 New
MI
400
Motiv8 Investments
Florida
$16 +$16.4K +184 New