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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
PWM
51
Perigon Wealth Management
California
$2.22M
ACS
52
Archford Capital Strategies
Illinois
$2.2M
Stifel Financial
53
Stifel Financial
Missouri
$2.14M
UBS Group
54
UBS Group
Switzerland
$2.14M
Cerity Partners
55
Cerity Partners
New York
$2.14M
RFA
56
RTD Financial Advisors
Pennsylvania
$2.13M
ODFS
57
O'Donnell Financial Services
California
$2.12M
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M
ACP
59
Arcus Capital Partners
Georgia
$2M
RWP
60
RWA Wealth Partners
Massachusetts
$1.91M
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1.9M
HIA
62
HFM Investment Advisors
New Jersey
$1.88M
Ameriprise
63
Ameriprise
Minnesota
$1.84M
WP
64
Westmount Partners
California
$1.84M
SA
65
Strategic Advocates
Utah
$1.83M
SSC
66
Syverson Strege & Co
Iowa
$1.82M
BCM
67
Brookstone Capital Management
Illinois
$1.75M
PAA
68
Peregrine Asset Advisers
Oregon
$1.74M
OCM
69
One Capital Management
California
$1.72M
GFG
70
Greystone Financial Group
Michigan
$1.69M
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.68M
VWM
72
Venturi Wealth Management
Texas
$1.67M
RWA
73
Redhawk Wealth Advisors
Minnesota
$1.66M
BFG
74
Buttonwood Financial Group
Missouri
$1.66M
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.54M