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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$5.46M -$44K -517 -0.8%
WA
27
Wealth Alliance
New York
$5.46M -$109K -1,282 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.44M +$514K +6,033 +11%
NWM
29
Northwest Wealth Management
Iowa
$5.25M -$115K -1,347 -2%
JP Morgan Chase
30
JP Morgan Chase
New York
$5.24M +$1.06M +12,409 +26%
HI
31
Harbour Investments
Wisconsin
$5.04M +$643K +7,550 +15%
KAS
32
Kestra Advisory Services
Texas
$5.02M -$136K -1,592 -3%
UBS Group
33
UBS Group
Switzerland
$4.13M -$198K -2,323 -5%
FHC
34
Fort Henry Capital
West Virginia
$4.09M +$127K +1,488 +3%
RWM
35
Ritholtz Wealth Management
New York
$3.88M -$27.2K -319 -0.7%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.87M -$115K -1,352 -3%
SW
37
SteelPeak Wealth
California
$3.85M +$182K +2,141 +5%
WCG
38
Weaver Consulting Group
California
$3.68M +$49.5K +581 +1%
WP
39
Westmount Partners
California
$3.39M +$1.2M +14,045 +58%
Raymond James Financial
40
Raymond James Financial
Florida
$3.25M +$64.2K +754 +2%
CCM
41
Canal Capital Management
Virginia
$3.22M -$75.2K -883 -2%
MA
42
Mutual Advisors
Nebraska
$3.2M +$80.8K +949 +3%
ECA
43
Elevation Capital Advisory
Oregon
$3.04M +$2.93M +34,454 New
NA
44
NewEdge Advisors
Louisiana
$2.98M -$26.9K -316 -0.9%
MSA
45
Marino Stram & Associates
Massachusetts
$2.89M -$45.6K -535 -2%
ODFS
46
O'Donnell Financial Services
California
$2.88M +$226K +2,656 +9%
AF
47
Allworth Financial
California
$2.84M +$87.3K +1,025 +3%
Stifel Financial
48
Stifel Financial
Missouri
$2.61M +$2.73K +32 +0.1%
PWM
49
Perigon Wealth Management
California
$2.58M +$35.1K +412 +1%
ACS
50
Archford Capital Strategies
Illinois
$2.55M +$19.8K +233 +0.8%