AOA icon

iShares Core 80/20 Aggressive Allocation ETF

348 hedge funds and large institutions have $574M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
4.67%
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
167
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
$1.64M 19,722 +10 +0.1%
CIP
77
Capital Insight Partners
Arizona
$1.64M 19,631 +372 +2%
DAS
78
Dynamic Advisor Solutions
Arizona
$1.63M 19,522 +8,282 +74%
CA
79
CGN Advisors
Kansas
$1.61M 19,267
Creative Planning
80
Creative Planning
Kansas
$1.57M 18,798 +5,288 +39%
CG
81
Cynosure Group
Utah
$1.52M 18,228
PAG
82
Private Advisor Group
New Jersey
$1.49M 17,852 +2,244 +14%
TFA
83
Tobias Financial Advisors
Florida
$1.47M 17,640 +1,702 +11%
Mariner
84
Mariner
Kansas
$1.38M 16,579 -2,826 -15%
CWA
85
Centerline Wealth Advisors
Kentucky
$1.38M 16,525 +1,483 +10%
SWP
86
Summit Wealth Partners
Florida
$1.37M 16,429 +727 +5%
TWP
87
Tempus Wealth Planning
California
$1.37M 16,405 +285 +2%
CPG
88
Cornerstone Planning Group
New Jersey
$1.33M 15,853 +890 +6%
WFAG
89
Worth Financial Advisory Group
North Carolina
$1.32M 15,873 -364 -2%
HGA
90
Hobbs Group Advisors
South Carolina
$1.32M 15,862 +10,381 +189%
PGF
91
Plan Group Financial
Oklahoma
$1.31M 15,666 -1,681 -10%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1.29M 15,524 -21,648 -58%
EH
93
Equitable Holdings
New York
$1.21M 14,567 +5,906 +68%
UCFA
94
United Capital Financial Advisors
Texas
$1.21M 14,470 +499 +4%
LPAM
95
Lodestar Private Asset Management
California
$1.21M 14,453 +1,659 +13%
SWP
96
Sagespring Wealth Partners
Tennessee
$1.18M 14,096 +38 +0.3%
BWP
97
BlueStem Wealth Partners
Minnesota
$1.13M 13,599
WIA
98
Wealthedge Investment Advisors
New York
$1.13M 13,584 +1,680 +14%
PSCM
99
Per Stirling Capital Management
Texas
$1.13M 13,571 +515 +4%
OIA
100
OneDigital Investment Advisors
Kansas
$1.13M 13,516 +3,747 +38%