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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
SFG
4
Somnio Financial Group
Connecticut
$2.11M
5
UBS Group
5
UBS Group
Switzerland
$4.1M

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 %
PWM
51
Perigon Wealth Management
California
$2.41M 28,900 -176 -0.6%
ACS
52
Archford Capital Strategies
Illinois
$2.4M 28,719 -1 -0%
SC
53
Savant Capital
Illinois
$2.36M 28,318 +20,299 +253%
Cerity Partners
54
Cerity Partners
New York
$2.33M 27,967 +58 +0.2%
Ameriprise
55
Ameriprise
Minnesota
$2.29M 27,467 +3,390 +14%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M 27,116 -515 -2%
NAMNJ
57
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M 2,194,158 -2,838 -0.1%
HIA
58
HFM Investment Advisors
New Jersey
$2.14M 25,682 +1,130 +5%
SFG
59
Somnio Financial Group
Connecticut
$2.11M 25,246 +25,246 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$2.09M 25,066 +4,926 +24%
RWP
61
RWA Wealth Partners
Massachusetts
$2.08M 24,989 +24 +0.1%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.06M 24,693 -125 -0.5%
SA
63
Strategic Advocates
Utah
$2.05M 24,582 +621 +3%
FFA
64
Farther Finance Advisors
California
$2.04M 24,510 +16,884 +221%
WP
65
Westmount Partners
California
$2.03M 24,330 +325 +1%
BCM
66
Brookstone Capital Management
Illinois
$1.9M 22,833 -59 -0.3%
BFG
67
Buttonwood Financial Group
Missouri
$1.89M 22,908 -33 -0.1%
SSC
68
Syverson Strege & Co
Iowa
$1.89M 22,693 -1,128 -5%
PAA
69
Peregrine Asset Advisers
Oregon
$1.88M 22,549 -171 -0.8%
GFG
70
Greystone Financial Group
Michigan
$1.88M 22,499 +385 +2%
VWM
71
Venturi Wealth Management
Texas
$1.85M 22,181 +385 +2%
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.83M 21,910 -45 -0.2%
WC
73
Waterloo Capital
Texas
$1.77M 21,274 +4,963 +30%
ACP
74
Arcus Capital Partners
Georgia
$1.71M 20,529 -5,627 -22%
RWA
75
Redhawk Wealth Advisors
Minnesota
$1.7M 20,365 -1,349 -6%
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