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iShares Core 80/20 Aggressive Allocation ETF

364 hedge funds and large institutions have $577M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CGN Advisors
Kansas
$1.69M
MAWA
77
Moss Adams Wealth Advisors
Washington
$1.68M
CG
78
Cynosure Group
Utah
$1.61M
EH
79
Equitable Holdings
New York
$1.51M
WC
80
Waterloo Capital
Texas
$1.51M
LPAM
81
Lodestar Private Asset Management
California
$1.49M
Mariner
82
Mariner
Kansas
$1.47M
PAG
83
Private Advisor Group
New Jersey
$1.46M
OIA
84
OneDigital Investment Advisors
Kansas
$1.42M
SWP
85
Summit Wealth Partners
Florida
$1.41M
HighTower Advisors
86
HighTower Advisors
Illinois
$1.4M
TWP
87
Tempus Wealth Planning
California
$1.38M
SCM
88
Saxony Capital Management
Missouri
$1.3M
CPG
89
Cornerstone Planning Group
New Jersey
$1.29M
UCFA
90
United Capital Financial Advisors
Texas
$1.27M
WIA
91
Wealthedge Investment Advisors
New York
$1.27M
WFAG
92
Worth Financial Advisory Group
North Carolina
$1.26M
SWP
93
Sagespring Wealth Partners
Tennessee
$1.25M
BPWM
94
Badgley Phelps Wealth Managers
Washington
$1.24M
PSCM
95
Per Stirling Capital Management
Texas
$1.2M
APA
96
Astoria Portfolio Advisors
New York
$1.19M
Creative Planning
97
Creative Planning
Kansas
$1.18M
MAM
98
Mainsail Asset Management
Alabama
$1.17M
PGF
99
Plan Group Financial
Oklahoma
$1.14M
AL
100
Aspiriant LLC
California
$1.13M