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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
51
Archford Capital Strategies
Illinois
$2.2M -$5.2K -68 -0.2%
Stifel Financial
52
Stifel Financial
Missouri
$2.14M -$21.3M -278,415 -91%
UBS Group
53
UBS Group
Switzerland
$2.14M +$308K +4,028 +17%
Cerity Partners
54
Cerity Partners
New York
$2.14M +$8.03K +105 +0.4%
RFA
55
RTD Financial Advisors
Pennsylvania
$2.13M +$143K +1,870 +7%
ODFS
56
O'Donnell Financial Services
California
$2.12M +$106K +1,386 +5%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$54.3K +710 +3%
ACP
58
Arcus Capital Partners
Georgia
$2M +$302K +3,942 +18%
RWP
59
RWA Wealth Partners
Massachusetts
$1.91M -$73.1K -955 -4%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$1.9M +$535 +7 +0%
HIA
61
HFM Investment Advisors
New Jersey
$1.88M +$1.88M +24,552 New
Ameriprise
62
Ameriprise
Minnesota
$1.84M +$8.19K +107 +0.4%
WP
63
Westmount Partners
California
$1.84M +$136K +1,772 +8%
SA
64
Strategic Advocates
Utah
$1.83M -$11.7K -153 -0.6%
SSC
65
Syverson Strege & Co
Iowa
$1.82M -$30.4K -398 -2%
BCM
66
Brookstone Capital Management
Illinois
$1.75M -$122K -1,596 -7%
PAA
67
Peregrine Asset Advisers
Oregon
$1.74M -$3.29K -43 -0.2%
OCM
68
One Capital Management
California
$1.72M +$400K +5,226 +30%
GFG
69
Greystone Financial Group
Michigan
$1.69M +$10.9K +142 +0.6%
Corient Private Wealth
70
Corient Private Wealth
Florida
$1.68M -$5.81K -76 -0.3%
VWM
71
Venturi Wealth Management
Texas
$1.67M +$148K +1,932 +10%
RWA
72
Redhawk Wealth Advisors
Minnesota
$1.66M +$60.5K +791 +4%
BFG
73
Buttonwood Financial Group
Missouri
$1.66M -$56.4K -779 -3%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$1.54M -$185K -2,416 -11%
VWA
75
Visionary Wealth Advisors
Illinois
$1.51M +$19.7K +258 +1%
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