AOA icon

iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

348 hedge funds and large institutions have $574M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
4.67%
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
167
Reduced
99
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
CX Institutional
Indiana
$39.8M
2
JSA
2
Jim Saulnier & Associates
Colorado
$12.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$9.49M
4
UBS Group
4
UBS Group
Switzerland
$4.1M
5
SC
5
Savant Capital
Illinois
$2.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Wells Fargo
3
Wells Fargo
California
$9.59M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$5.21M 62,519 -618 -1%
NWM
27
Northwest Wealth Management
Iowa
$5.08M 60,962 -169 -0.3%
PCG
28
Prosperity Consulting Group
Maryland
$4.98M 59,661 +6,674 +13%
KAS
29
Kestra Advisory Services
Texas
$4.88M 58,517 +16,282 +39%
AWA
30
Archvest Wealth Advisors
California
$4.34M 52,050 -624 -1%
HI
31
Harbour Investments
Wisconsin
$4.14M 49,615 +4,359 +10%
UBS Group
32
UBS Group
Switzerland
$4.1M 49,136 +21,223 +76%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.92M 47,011 +6,945 +17%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.77M 45,185 -15,382 -25%
FHC
35
Fort Henry Capital
West Virginia
$3.75M 44,925 +1,133 +3%
RWM
36
Ritholtz Wealth Management
New York
$3.7M 44,305 +1,583 +4%
SW
37
SteelPeak Wealth
California
$3.46M 41,538 +772 +2%
WCG
38
Weaver Consulting Group
California
$3.44M 41,206 +1,613 +4%
TC
39
Trilogy Capital
California
$3.03M 36,349 +6,548 +22%
Raymond James Financial
40
Raymond James Financial
Florida
$3.01M 36,133 -7,992 -18%
MA
41
Mutual Advisors
Nebraska
$2.97M 35,091 +1,187 +4%
NA
42
NewEdge Advisors
Louisiana
$2.85M 34,158 +52 +0.2%
VWM
43
VCI Wealth Management
Missouri
$2.85M 34,129 +344 +1%
MSA
44
Marino Stram & Associates
Massachusetts
$2.78M 33,370 +103 +0.3%
AF
45
Allworth Financial
California
$2.6M 31,218 -146 -0.5%
ODFS
46
O'Donnell Financial Services
California
$2.5M 30,025 +2,355 +9%
WFL
47
Wealth Forward LLC
North Dakota
$2.47M 29,665 +266 +0.9%
Stifel Financial
48
Stifel Financial
Missouri
$2.47M 29,585 +1,546 +6%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.46M 30,780 -32,652 -51%
RFA
50
RTD Financial Advisors
Pennsylvania
$2.42M 28,969 +1,143 +4%
1
2
3 4 5