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iShares Core 80/20 Aggressive Allocation ETF
403 hedge funds and large institutions have $640M invested in iShares Core 80/20 Aggressive Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 194 increasing their positions, 115 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
69% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 115
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
0% more funds holding
Funds holding: 401 → 403 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.65% less ownership
Funds ownership: 31.38% → 29.73% (-1.7%)
12% less capital invested
Capital invested by funds: $727M → $640M (-$87.3M)
Holders
403
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
4.96%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
37
Increased
194
Reduced
115
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$4.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.63M |
| 3 |
EIG
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
+$3.5M |
| 4 |
Morgan Stanley
New York
|
+$2.85M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.79M |
Top Sellers
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$11M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$6.29M |
| 3 |
AF
Align Financial
Hermantown,
Minnesota
|
-$6.28M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$6.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.71M |
