AOA icon

iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
76
Arcus Capital Partners
Georgia
$1.71M
RWA
77
Redhawk Wealth Advisors
Minnesota
$1.7M
VWA
78
Visionary Wealth Advisors
Illinois
$1.64M
CIP
79
Capital Insight Partners
Arizona
$1.64M
DAS
80
Dynamic Advisor Solutions
Arizona
$1.63M
CA
81
CGN Advisors
Kansas
$1.61M
Creative Planning
82
Creative Planning
Kansas
$1.57M
CG
83
Cynosure Group
Utah
$1.52M
PAG
84
Private Advisor Group
New Jersey
$1.49M
TFA
85
Tobias Financial Advisors
Florida
$1.47M
Mariner
86
Mariner
Kansas
$1.38M
CWA
87
Centerline Wealth Advisors
Kentucky
$1.38M
SWP
88
Summit Wealth Partners
Florida
$1.37M
TWP
89
Tempus Wealth Planning
California
$1.37M
CPG
90
Cornerstone Planning Group
New Jersey
$1.33M
WFAG
91
Worth Financial Advisory Group
North Carolina
$1.32M
HGA
92
Hobbs Group Advisors
South Carolina
$1.32M
PGF
93
Plan Group Financial
Oklahoma
$1.31M
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$1.29M
EH
95
Equitable Holdings
New York
$1.21M
UCFA
96
United Capital Financial Advisors
Texas
$1.21M
LPAM
97
Lodestar Private Asset Management
California
$1.21M
SWP
98
Sagespring Wealth Partners
Tennessee
$1.18M
BWP
99
BlueStem Wealth Partners
Minnesota
$1.13M
WIA
100
Wealthedge Investment Advisors
New York
$1.13M