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iShares Core 80/20 Aggressive Allocation ETF

372 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, 163 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
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
VWM
76
Venturi Wealth Management
Texas
$1.77M
VWA
77
Visionary Wealth Advisors
Illinois
$1.77M
TFA
78
Tobias Financial Advisors
Florida
$1.74M
CIP
79
Capital Insight Partners
Arizona
$1.73M
CA
80
CGN Advisors
Kansas
$1.69M
MAWA
81
Moss Adams Wealth Advisors
Washington
$1.68M
CG
82
Cynosure Group
Utah
$1.61M
EH
83
Equitable Holdings
New York
$1.51M
WC
84
Waterloo Capital
Texas
$1.51M
LPAM
85
Lodestar Private Asset Management
California
$1.49M
Mariner
86
Mariner
Kansas
$1.47M
PAG
87
Private Advisor Group
New Jersey
$1.46M
OIA
88
OneDigital Investment Advisors
Kansas
$1.42M
SWP
89
Summit Wealth Partners
Florida
$1.41M
HighTower Advisors
90
HighTower Advisors
Illinois
$1.4M
TWP
91
Tempus Wealth Planning
California
$1.38M
SCM
92
Saxony Capital Management
Missouri
$1.3M
CPG
93
Cornerstone Planning Group
New Jersey
$1.29M
UCFA
94
United Capital Financial Advisors
Texas
$1.27M
WIA
95
Wealthedge Investment Advisors
New York
$1.27M
WFAG
96
Worth Financial Advisory Group
North Carolina
$1.26M
SWP
97
Sagespring Wealth Partners
Tennessee
$1.25M
BPWM
98
Badgley Phelps Wealth Managers
Washington
$1.24M
PSCM
99
Per Stirling Capital Management
Texas
$1.2M
APA
100
Astoria Portfolio Advisors
New York
$1.19M