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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$4.83M +$38.4K +502 +0.8%
NWM
27
Northwest Wealth Management
Iowa
$4.68M +$149K +1,943 +3%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.63M -$159K -2,080 -3%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.28M – – –
PCG
30
Prosperity Consulting Group
Maryland
$4.05M +$736K +9,619 +22%
AWA
31
Archvest Wealth Advisors
California
$4.03M -$13.8K -181 -0.3%
HI
32
Harbour Investments
Wisconsin
$3.46M +$3.03M +39,646 +707%
Raymond James Financial
33
Raymond James Financial
Florida
$3.38M -$17.2M -224,688 -84%
FHC
34
Fort Henry Capital
West Virginia
$3.35M -$129K -1,692 -4%
RWM
35
Ritholtz Wealth Management
New York
$3.27M -$88.4K -1,155 -3%
KAS
36
Kestra Advisory Services
Texas
$3.23M +$994K +12,996 +44%
SW
37
SteelPeak Wealth
California
$3.12M -$2.14K -28 -0.1%
ECA
38
Elevation Capital Advisory
Oregon
$3.11M -$138K -1,805 -4%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$3.07M -$32K -418 -1%
WCG
40
Weaver Consulting Group
California
$3.03M +$374K +4,892 +14%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.84M +$86.7K +1,133 +3%
NA
42
NewEdge Advisors
Louisiana
$2.61M -$19.4K -254 -0.7%
VWM
43
VCI Wealth Management
Missouri
$2.58M -$2.41M -31,546 -48%
MA
44
Mutual Advisors
Nebraska
$2.58M +$416K +5,462 +19%
MSA
45
Marino Stram & Associates
Massachusetts
$2.54M +$7.73K +101 +0.3%
NAMNJ
46
NorthStar Asset Management (New Jersey)
New Jersey
$2.44M +$3.17K +2,858 +0.1%
AF
47
Allworth Financial
California
$2.38M +$150K +1,983 +7%
TC
48
Trilogy Capital
California
$2.28M -$33.7K -440 -1%
WFL
49
Wealth Forward LLC
North Dakota
$2.25M +$130K +1,704 +6%
PWM
50
Perigon Wealth Management
California
$2.22M -$42.7K -558 -2%
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