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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
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
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
51
Perigon Wealth Management
California
$2.41M -$14.7K -176 -0.6%
ACS
52
Archford Capital Strategies
Illinois
$2.4M -$83 -1 -0%
SC
53
Savant Capital
Illinois
$2.36M +$1.69M +20,299 +253%
Cerity Partners
54
Cerity Partners
New York
$2.33M +$4.84K +58 +0.2%
Ameriprise
55
Ameriprise
Minnesota
$2.29M +$283K +3,390 +14%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M -$43K -515 -2%
NAMNJ
57
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M -$2.87K -2,838 -0.1%
HIA
58
HFM Investment Advisors
New Jersey
$2.14M +$94.2K +1,130 +5%
SFG
59
Somnio Financial Group
Connecticut
$2.11M +$2.11M +25,246 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$2.09M +$411K +4,926 +24%
RWP
61
RWA Wealth Partners
Massachusetts
$2.08M +$2K +24 +0.1%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$2.06M -$10.4K -125 -0.5%
SA
63
Strategic Advocates
Utah
$2.05M +$51.8K +621 +3%
FFA
64
Farther Finance Advisors
California
$2.04M +$1.41M +16,884 +221%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.03M +$1.48M +17,793 +270%
WP
66
Westmount Partners
California
$2.03M +$27.1K +325 +1%
BCM
67
Brookstone Capital Management
Illinois
$1.9M -$4.92K -59 -0.3%
BFG
68
Buttonwood Financial Group
Missouri
$1.89M -$2.73K -33 -0.1%
SSC
69
Syverson Strege & Co
Iowa
$1.89M -$94.1K -1,128 -5%
PAA
70
Peregrine Asset Advisers
Oregon
$1.88M -$14.3K -171 -0.8%
GFG
71
Greystone Financial Group
Michigan
$1.88M +$32.1K +385 +2%
VWM
72
Venturi Wealth Management
Texas
$1.85M +$32.1K +385 +2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.83M -$3.75K -45 -0.2%
WC
74
Waterloo Capital
Texas
$1.77M +$414K +4,963 +30%
ACP
75
Arcus Capital Partners
Georgia
$1.71M -$469K -5,627 -22%