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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
RTD Financial Advisors
Pennsylvania
$2.42M
PWM
52
Perigon Wealth Management
California
$2.41M
ACS
53
Archford Capital Strategies
Illinois
$2.4M
SC
54
Savant Capital
Illinois
$2.36M
Cerity Partners
55
Cerity Partners
New York
$2.33M
Ameriprise
56
Ameriprise
Minnesota
$2.29M
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M
NAMNJ
58
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M
HIA
59
HFM Investment Advisors
New Jersey
$2.14M
SFG
60
Somnio Financial Group
Connecticut
$2.11M
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.09M
RWP
62
RWA Wealth Partners
Massachusetts
$2.08M
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2.06M
SA
64
Strategic Advocates
Utah
$2.05M
FFA
65
Farther Finance Advisors
California
$2.04M
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.03M
WP
67
Westmount Partners
California
$2.03M
BCM
68
Brookstone Capital Management
Illinois
$1.9M
BFG
69
Buttonwood Financial Group
Missouri
$1.89M
SSC
70
Syverson Strege & Co
Iowa
$1.89M
PAA
71
Peregrine Asset Advisers
Oregon
$1.88M
GFG
72
Greystone Financial Group
Michigan
$1.88M
VWM
73
Venturi Wealth Management
Texas
$1.85M
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.83M
WC
75
Waterloo Capital
Texas
$1.77M