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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
MSA
51
Marino Stram & Associates
Massachusetts
$2.77M
Cerity Partners
52
Cerity Partners
New York
$2.76M
RFA
53
RTD Financial Advisors
Pennsylvania
$2.68M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.59M
ACS
55
Archford Capital Strategies
Illinois
$2.56M
Creative Planning
56
Creative Planning
Kansas
$2.56M
CSIC
57
Clifford Swan Investment Counsel
California
$2.55M
PWM
58
Perigon Wealth Management
California
$2.55M
SB
59
Strategic Blueprint
Georgia
$2.52M
RWA
60
Redhawk Wealth Advisors
Minnesota
$2.47M
WFL
61
Wealth Forward LLC
North Dakota
$2.33M
HIA
62
HFM Investment Advisors
New Jersey
$2.32M
RWP
63
RWA Wealth Partners
Massachusetts
$2.3M
SFG
64
Somnio Financial Group
Connecticut
$2.29M
NAMNJ
65
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.21M
SA
67
Strategic Advocates
Utah
$2.21M
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2.13M
BCM
69
Brookstone Capital Management
Illinois
$2.12M
DAS
70
Dynamic Advisor Solutions
Arizona
$2.08M
GFG
71
Greystone Financial Group
Michigan
$2.01M
BFG
72
Buttonwood Financial Group
Missouri
$1.95M
WAM
73
Worth Asset Management
Texas
$1.92M
LPAM
74
Lodestar Private Asset Management
California
$1.92M
Corient Private Wealth
75
Corient Private Wealth
Florida
$1.91M