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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M 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, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
WEG
101
World Equity Group
Illinois
$1.09M
SWP
102
Stratos Wealth Partners
Ohio
$1.08M
BWP
103
BlueStem Wealth Partners
Minnesota
$1.08M
PWM
104
Prentice Wealth Management
New York
$1.07M
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$1.06M
HFA
106
High Falls Advisors
New York
$1.02M
CIA
107
Concurrent Investment Advisors
Florida
$1.01M
MWM
108
Mission Wealth Management
California
$1.01M
MW
109
Maia Wealth
Colorado
$997K
AIM
110
Acropolis Investment Management
Missouri
$935K
AWM
111
Avior Wealth Management
Nebraska
$932K
DT
112
Diversified Trust
Tennessee
$927K
SPIA
113
Steward Partners Investment Advisory
New York
$922K
TPWA
114
TRUE Private Wealth Advisors
Oregon
$920K
BL
115
BCWM LLC
Kansas
$911K
VA
116
Valmark Advisers
Ohio
$895K
IWC
117
Integrated Wealth Concepts
Massachusetts
$888K
SL
118
Sentinus LLC
Illinois
$874K
SFG
119
Stonebridge Financial Group
Pennsylvania
$873K
IA
120
Insight Advisors
Pennsylvania
$865K
Lido Advisors
121
Lido Advisors
California
$861K
EWA
122
EverSource Wealth Advisors
Alabama
$860K
CCFM
123
Clear Creek Financial Management
Washington
$857K
KV
124
Kickstand Ventures
New York
$819K
HGA
125
Hobbs Group Advisors
South Carolina
$809K