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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M 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, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$4.83M
NWM
27
Northwest Wealth Management
Iowa
$4.68M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.63M
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.28M
PCG
30
Prosperity Consulting Group
Maryland
$4.05M
AWA
31
Archvest Wealth Advisors
California
$4.03M
HI
32
Harbour Investments
Wisconsin
$3.46M
Raymond James Financial
33
Raymond James Financial
Florida
$3.38M
FHC
34
Fort Henry Capital
West Virginia
$3.35M
RWM
35
Ritholtz Wealth Management
New York
$3.27M
KAS
36
Kestra Advisory Services
Texas
$3.23M
SW
37
SteelPeak Wealth
California
$3.12M
ECA
38
Elevation Capital Advisory
Oregon
$3.11M
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$3.07M
WCG
40
Weaver Consulting Group
California
$3.03M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.84M
CCM
42
Canal Capital Management
Virginia
$2.84M
NA
43
NewEdge Advisors
Louisiana
$2.61M
VWM
44
VCI Wealth Management
Missouri
$2.58M
MA
45
Mutual Advisors
Nebraska
$2.58M
MSA
46
Marino Stram & Associates
Massachusetts
$2.54M
NAMNJ
47
NorthStar Asset Management (New Jersey)
New Jersey
$2.44M
AF
48
Allworth Financial
California
$2.38M
TC
49
Trilogy Capital
California
$2.28M
WFL
50
Wealth Forward LLC
North Dakota
$2.25M