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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.32M
WFAG
102
Worth Financial Advisory Group
North Carolina
$1.3M
SWP
103
Sagespring Wealth Partners
Tennessee
$1.29M
PWM
104
Prentice Wealth Management
New York
$1.28M
BPWM
105
Badgley Phelps Wealth Managers
Washington
$1.25M
MAM
106
Mainsail Asset Management
Alabama
$1.2M
SL
107
Sentinus LLC
Illinois
$1.2M
AL
108
Aspiriant LLC
California
$1.18M
NAS
109
Nicolet Advisory Services
Wisconsin
$1.15M
SWP
110
Stratos Wealth Partners
Ohio
$1.13M
CPG
111
Cornerstone Planning Group
New Jersey
$1.12M
BWP
112
BlueStem Wealth Partners
Minnesota
$1.12M
TWML
113
THRYVE WEALTH MANAGEMENT LLC
Texas
$1.07M
CIA
114
Concurrent Investment Advisors
Florida
$1.05M
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$1.04M
MIAS
116
Mason Investment Advisory Services
Virginia
$1.03M
AIM
117
Acropolis Investment Management
Missouri
$1.01M
DT
118
Diversified Trust
Tennessee
$988K
HFA
119
High Falls Advisors
New York
$986K
WEG
120
World Equity Group
Illinois
$969K
SFGP
121
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$947K
SC
122
Savant Capital
Illinois
$945K
AFG
123
ABLE Financial Group
Arizona
$926K
TPWA
124
TRUE Private Wealth Advisors
Oregon
$915K
BL
125
BCWM LLC
Kansas
$910K