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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
RTD Financial Advisors
Pennsylvania
$2.53M -$24.4K -286 -1%
Cerity Partners
52
Cerity Partners
New York
$2.47M +$6.81K +80 +0.3%
FFA
53
Farther Finance Advisors
California
$2.41M +$241K +2,829 +12%
HIA
54
HFM Investment Advisors
New Jersey
$2.33M +$59.8K +702 +3%
RWP
55
RWA Wealth Partners
Massachusetts
$2.32M +$111K +1,308 +5%
SC
56
Savant Capital
Illinois
$2.27M -$71.9K -844 -3%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.25M -$138K -1,620 -6%
WFL
58
Wealth Forward LLC
North Dakota
$2.23M -$376K -4,413 -15%
RWA
59
Redhawk Wealth Advisors
Minnesota
$2.22M +$414K +4,862 +24%
NAMNJ
60
NorthStar Asset Management (New Jersey)
New Jersey
$2.22M +$170 +2 +0%
SA
61
Strategic Advocates
Utah
$2.22M +$53.2K +625 +3%
SFG
62
Somnio Financial Group
Connecticut
$2.2M -$27.8K -327 -1%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2.19M -$19.8K -232 -0.9%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$2.06M -$112K -1,312 -5%
BFG
65
Buttonwood Financial Group
Missouri
$2.04M +$13.7K +161 +0.7%
BCM
66
Brookstone Capital Management
Illinois
$2.02M +$2.9K +34 +0.1%
GFG
67
Greystone Financial Group
Michigan
$2.01M +$29.7K +349 +2%
Ameriprise
68
Ameriprise
Minnesota
$1.95M -$458K -5,375 -20%
WAM
69
Worth Asset Management
Texas
$1.94M +$1.88M +22,028 New
SSC
70
Syverson Strege & Co
Iowa
$1.92M -$77.9K -915 -4%
PAA
71
Peregrine Asset Advisers
Oregon
$1.86M -$127K -1,490 -7%
ACP
72
Arcus Capital Partners
Georgia
$1.84M +$30.6K +359 +2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$1.84M -$91.2K -1,071 -5%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.83M +$107K +1,260 +6%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.78M -$353K -4,143 -17%

AOA Hedge Fund Activity: Q3 2025 in Review

374 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Core 80/20 Aggressive Allocation ETF (AOA) for Q3 2025, worth a combined $593M — up 1.9% from $582M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AOA positions and 21 closed out — a net gain of 25 holders — while 164 added to existing stakes and 113 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $7.67M. The largest seller was CX Institutional, cutting an estimated $32.6M.

  • 374 institutional investors held iShares Core 80/20 Aggressive Allocation ETF (AOA) as of Q3 2025, up from 356 in Q2 2025.
  • Funds reported $593M of iShares Core 80/20 Aggressive Allocation ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 46 funds opened new iShares Core 80/20 Aggressive Allocation ETF positions in Q3 2025 and 21 closed out, a net change of +25 holders.
  • The largest iShares Core 80/20 Aggressive Allocation ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $7.67M added.
  • The largest iShares Core 80/20 Aggressive Allocation ETF seller in Q3 2025 was CX Institutional, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2025.