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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
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
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Clearstead Advisors
Ohio
$5.21M -$51.5K -618 -1%
NWM
27
Northwest Wealth Management
Iowa
$5.08M -$14.1K -169 -0.3%
PCG
28
Prosperity Consulting Group
Maryland
$4.98M +$557K +6,674 +13%
KAS
29
Kestra Advisory Services
Texas
$4.88M +$1.36M +16,282 +39%
AWA
30
Archvest Wealth Advisors
California
$4.34M -$52K -624 -1%
HI
31
Harbour Investments
Wisconsin
$4.14M +$364K +4,359 +10%
UBS Group
32
UBS Group
Switzerland
$4.1M +$1.77M +21,223 +76%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$3.92M +$579K +6,945 +17%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$3.77M -$1.28M -15,382 -25%
FHC
35
Fort Henry Capital
West Virginia
$3.75M +$94.5K +1,133 +3%
RWM
36
Ritholtz Wealth Management
New York
$3.7M +$132K +1,583 +4%
SW
37
SteelPeak Wealth
California
$3.46M +$64.4K +772 +2%
WCG
38
Weaver Consulting Group
California
$3.44M +$135K +1,613 +4%
TC
39
Trilogy Capital
California
$3.03M +$546K +6,548 +22%
Raymond James Financial
40
Raymond James Financial
Florida
$3.01M -$667K -7,992 -18%
MA
41
Mutual Advisors
Nebraska
$2.97M +$100K +1,187 +4%
NA
42
NewEdge Advisors
Louisiana
$2.85M +$4.34K +52 +0.2%
VWM
43
VCI Wealth Management
Missouri
$2.85M +$28.7K +344 +1%
MSA
44
Marino Stram & Associates
Massachusetts
$2.78M +$8.59K +103 +0.3%
AF
45
Allworth Financial
California
$2.6M -$12.2K -146 -0.5%
ODFS
46
O'Donnell Financial Services
California
$2.5M +$196K +2,355 +9%
WFL
47
Wealth Forward LLC
North Dakota
$2.47M +$22.2K +266 +0.9%
Stifel Financial
48
Stifel Financial
Missouri
$2.47M +$129K +1,546 +6%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.46M -$2.61M -32,652 -51%
RFA
50
RTD Financial Advisors
Pennsylvania
$2.42M +$95.3K +1,143 +4%