AOA icon

iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
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
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
76
Redhawk Wealth Advisors
Minnesota
$1.7M -$113K -1,349 -6%
VWA
77
Visionary Wealth Advisors
Illinois
$1.64M +$834 +10 +0.1%
CIP
78
Capital Insight Partners
Arizona
$1.64M +$31K +372 +2%
DAS
79
Dynamic Advisor Solutions
Arizona
$1.63M +$691K +8,282 +74%
CA
80
CGN Advisors
Kansas
$1.61M
Creative Planning
81
Creative Planning
Kansas
$1.57M +$441K +5,288 +39%
CG
82
Cynosure Group
Utah
$1.52M
PAG
83
Private Advisor Group
New Jersey
$1.49M +$187K +2,244 +14%
TFA
84
Tobias Financial Advisors
Florida
$1.47M +$142K +1,702 +11%
Mariner
85
Mariner
Kansas
$1.38M -$236K -2,826 -15%
CWA
86
Centerline Wealth Advisors
Kentucky
$1.38M +$124K +1,483 +10%
SWP
87
Summit Wealth Partners
Florida
$1.37M +$60.6K +727 +5%
TWP
88
Tempus Wealth Planning
California
$1.37M +$23.8K +285 +2%
CPG
89
Cornerstone Planning Group
New Jersey
$1.33M +$74.4K +890 +6%
WFAG
90
Worth Financial Advisory Group
North Carolina
$1.32M -$30.4K -364 -2%
HGA
91
Hobbs Group Advisors
South Carolina
$1.32M +$866K +10,381 +189%
PGF
92
Plan Group Financial
Oklahoma
$1.31M -$140K -1,681 -10%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$1.29M -$1.81M -21,648 -58%
EH
94
Equitable Holdings
New York
$1.21M +$493K +5,906 +68%
UCFA
95
United Capital Financial Advisors
Texas
$1.21M +$41.6K +499 +4%
LPAM
96
Lodestar Private Asset Management
California
$1.21M +$138K +1,659 +13%
SWP
97
Sagespring Wealth Partners
Tennessee
$1.18M +$3.17K +38 +0.3%
BWP
98
BlueStem Wealth Partners
Minnesota
$1.13M
WIA
99
Wealthedge Investment Advisors
New York
$1.13M +$140K +1,680 +14%
PSCM
100
Per Stirling Capital Management
Texas
$1.13M +$43K +515 +4%