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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

348 hedge funds and large institutions have $574M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 99 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
4.67%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
167
Reduced
99
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
1
CX Institutional
Indiana
$39.8M
2
JSA
2
Jim Saulnier & Associates
Colorado
$12.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$9.49M
4
SFG
4
Somnio Financial Group
Connecticut
$2.11M
5
UBS Group
5
UBS Group
Switzerland
$4.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Wells Fargo
3
Wells Fargo
California
$9.59M
4
ECA
4
Elevation Capital Advisory
Oregon
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$1.11M 13,299 +3,790 +40%
MAM
102
Mainsail Asset Management
Alabama
$1.09M 13,074 +215 +2%
SCM
103
Saxony Capital Management
Missouri
$1.09M 13,047 +9,224 +241%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$1.07M 12,874 -622 -5%
AL
105
Aspiriant LLC
California
$1.06M 12,688 +5,710 +82%
NAS
106
Nicolet Advisory Services
Wisconsin
$1.04M 12,525 -472 -4%
WEG
107
World Equity Group
Illinois
$1M 12,031 +2,795 +30%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$998K 11,972 +3,250 +37%
MMA
109
Miracle Mile Advisors
California
$995K 11,934 -1,046 -8%
HFA
110
High Falls Advisors
New York
$952K 11,411 +711 +7%
CIA
111
Concurrent Investment Advisors
Florida
$946K 11,337 +11,337 New
SWP
112
Stratos Wealth Partners
Ohio
$927K 11,116 +2,757 +33%
OCM
113
One Capital Management
California
$927K 11,116 -11,339 -50%
PWM
114
Prentice Wealth Management
New York
$912K 10,931 +173 +2%
IA
115
IFG Advisory
Georgia
$905K 10,852 +2,609 +32%
MWM
116
Meridian Wealth Management
Kentucky
$888K 10,652 +10,652 New
IAS
117
IMA Advisory Services
Colorado
$887K 11,001 +1,667 +18%
AWM
118
Avior Wealth Management
Nebraska
$868K 10,410 +325 +3%
BL
119
BCWM LLC
Kansas
$863K 10,350 +10,350 New
MAWA
120
Moss Adams Wealth Advisors
Washington
$849K 10,184 +1,777 +21%
SPIA
121
Steward Partners Investment Advisory
New York
$846K 10,145 +153 +2%
DT
122
Diversified Trust
Tennessee
$838K 10,046 -1,440 -13%
VA
123
Valmark Advisers
Ohio
$834K 10,000 +340 +4%
IA
124
Insight Advisors
Pennsylvania
$834K 10,000 -490 -5%
SL
125
Sentinus LLC
Illinois
$824K 9,885 +316 +3%
3 4
5
6 7