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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$1.77M -$181K -2,123 -10%
VWA
77
Visionary Wealth Advisors
Illinois
$1.77M +$26.7K +313 +2%
TFA
78
Tobias Financial Advisors
Florida
$1.74M +$182K +2,141 +12%
CIP
79
Capital Insight Partners
Arizona
$1.73M -$511 -6 -0%
CA
80
CGN Advisors
Kansas
$1.69M -$12.6K -148 -0.8%
MAWA
81
Moss Adams Wealth Advisors
Washington
$1.68M +$753K +8,847 +87%
CG
82
Cynosure Group
Utah
$1.61M
EH
83
Equitable Holdings
New York
$1.51M +$221K +2,596 +18%
WC
84
Waterloo Capital
Texas
$1.51M -$356K -4,179 -20%
LPAM
85
Lodestar Private Asset Management
California
$1.49M +$206K +2,420 +17%
Mariner
86
Mariner
Kansas
$1.47M +$9.88K +116 +0.7%
PAG
87
Private Advisor Group
New Jersey
$1.46M -$113K -1,329 -7%
OIA
88
OneDigital Investment Advisors
Kansas
$1.42M +$223K +2,616 +19%
SWP
89
Summit Wealth Partners
Florida
$1.41M -$38.1K -448 -3%
HighTower Advisors
90
HighTower Advisors
Illinois
$1.4M +$222K +2,609 +20%
TWP
91
Tempus Wealth Planning
California
$1.38M -$64.9K -762 -5%
SCM
92
Saxony Capital Management
Missouri
$1.3M +$149K +1,745 +13%
CPG
93
Cornerstone Planning Group
New Jersey
$1.29M -$116K -1,366 -9%
UCFA
94
United Capital Financial Advisors
Texas
$1.27M -$681 -8 -0.1%
WIA
95
Wealthedge Investment Advisors
New York
$1.27M +$70.8K +831 +6%
WFAG
96
Worth Financial Advisory Group
North Carolina
$1.26M -$130K -1,531 -10%
SWP
97
Sagespring Wealth Partners
Tennessee
$1.25M +$9.11K +107 +0.8%
BPWM
98
Badgley Phelps Wealth Managers
Washington
$1.24M +$1.2M +14,124 New
PSCM
99
Per Stirling Capital Management
Texas
$1.2M +$4.6K +54 +0.4%
APA
100
Astoria Portfolio Advisors
New York
$1.19M +$1.14M +13,414 New