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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$1.51M
Mariner
77
Mariner
Kansas
$1.48M
CA
78
CGN Advisors
Kansas
$1.47M
CIP
79
Capital Insight Partners
Arizona
$1.47M
CG
80
Cynosure Group
Utah
$1.39M
PGF
81
Plan Group Financial
Oklahoma
$1.33M
OMC
82
Old Mission Capital
Illinois
$1.32M
CF
83
Corrigan Financial
Rhode Island
$1.26M
WC
84
Waterloo Capital
Texas
$1.25M
WFAG
85
Worth Financial Advisory Group
North Carolina
$1.24M
TWP
86
Tempus Wealth Planning
California
$1.23M
TFA
87
Tobias Financial Advisors
Florida
$1.22M
SWP
88
Summit Wealth Partners
Florida
$1.2M
PAG
89
Private Advisor Group
New Jersey
$1.19M
CWA
90
Centerline Wealth Advisors
Kentucky
$1.15M
CPG
91
Cornerstone Planning Group
New Jersey
$1.12M
TFS
92
Thoroughbred Financial Services
Tennessee
$1.09M
SWP
93
Sagespring Wealth Partners
Tennessee
$1.08M
UCFA
94
United Capital Financial Advisors
Texas
$1.07M
GCM
95
Gallacher Capital Management
Colorado
$1.04M
BWP
96
BlueStem Wealth Partners
Minnesota
$1.04M
Creative Planning
97
Creative Planning
Kansas
$1.03M
TPWA
98
TRUE Private Wealth Advisors
Oregon
$1.03M
PSCM
99
Per Stirling Capital Management
Texas
$999K
MMA
100
Miracle Mile Advisors
California
$993K