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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$1.48M +$166K +2,164 +13%
CA
77
CGN Advisors
Kansas
$1.47M +$91.9K +1,201 +7%
CIP
78
Capital Insight Partners
Arizona
$1.47M -$36.3K -475 -2%
CG
79
Cynosure Group
Utah
$1.39M – – –
PGF
80
Plan Group Financial
Oklahoma
$1.33M -$189K -2,466 -12%
OMC
81
Old Mission Capital
Illinois
$1.32M +$1.32M +17,244 New
CF
82
Corrigan Financial
Rhode Island
$1.26M +$66.6K +870 +6%
WC
83
Waterloo Capital
Texas
$1.25M +$442K +5,774 +55%
WFAG
84
Worth Financial Advisory Group
North Carolina
$1.24M +$88.5K +1,157 +8%
TWP
85
Tempus Wealth Planning
California
$1.23M +$29.7K +388 +2%
TFA
86
Tobias Financial Advisors
Florida
$1.22M -$103K -1,350 -8%
SWP
87
Summit Wealth Partners
Florida
$1.2M +$24.6K +322 +2%
PAG
88
Private Advisor Group
New Jersey
$1.19M -$4.67K -61 -0.4%
CWA
89
Centerline Wealth Advisors
Kentucky
$1.15M +$93.1K +1,217 +9%
CPG
90
Cornerstone Planning Group
New Jersey
$1.12M +$65.3K +874 +6%
TFS
91
Thoroughbred Financial Services
Tennessee
$1.09M +$546K +7,141 +101%
SWP
92
Sagespring Wealth Partners
Tennessee
$1.08M +$7.65K +100 +0.7%
UCFA
93
United Capital Financial Advisors
Texas
$1.07M +$77.6K +1,014 +8%
GCM
94
Gallacher Capital Management
Colorado
$1.04M +$459K +6,001 +79%
BWP
95
BlueStem Wealth Partners
Minnesota
$1.04M -$23.6K -309 -2%
Creative Planning
96
Creative Planning
Kansas
$1.03M +$18.6K +243 +2%
TPWA
97
TRUE Private Wealth Advisors
Oregon
$1.03M -$188K -2,456 -15%
PSCM
98
Per Stirling Capital Management
Texas
$999K -$16.6K -217 -2%
MMA
99
Miracle Mile Advisors
California
$993K -$150K -1,966 -13%
MAM
100
Mainsail Asset Management
Alabama
$984K +$32.2K +421 +3%
2 3
4
5 6