AOA icon

iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
76
Moss Adams Wealth Advisors
Washington
$1.68M
CG
77
Cynosure Group
Utah
$1.61M
EH
78
Equitable Holdings
New York
$1.51M
WC
79
Waterloo Capital
Texas
$1.51M
LPAM
80
Lodestar Private Asset Management
California
$1.49M
Mariner
81
Mariner
Kansas
$1.47M
PAG
82
Private Advisor Group
New Jersey
$1.46M
OIA
83
OneDigital Investment Advisors
Kansas
$1.42M
SWP
84
Summit Wealth Partners
Florida
$1.41M
HighTower Advisors
85
HighTower Advisors
Illinois
$1.4M
TWP
86
Tempus Wealth Planning
California
$1.38M
SCM
87
Saxony Capital Management
Missouri
$1.3M
CPG
88
Cornerstone Planning Group
New Jersey
$1.29M
UCFA
89
United Capital Financial Advisors
Texas
$1.27M
WIA
90
Wealthedge Investment Advisors
New York
$1.27M
WFAG
91
Worth Financial Advisory Group
North Carolina
$1.26M
SWP
92
Sagespring Wealth Partners
Tennessee
$1.25M
BPWM
93
Badgley Phelps Wealth Managers
Washington
$1.24M
PSCM
94
Per Stirling Capital Management
Texas
$1.2M
APA
95
Astoria Portfolio Advisors
New York
$1.19M
Creative Planning
96
Creative Planning
Kansas
$1.18M
MAM
97
Mainsail Asset Management
Alabama
$1.17M
PGF
98
Plan Group Financial
Oklahoma
$1.14M
AL
99
Aspiriant LLC
California
$1.13M
NAS
100
Nicolet Advisory Services
Wisconsin
$1.11M