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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
101
Lodestar Private Asset Management
California
$979K +$15.4K +201 +2%
NAS
102
Nicolet Advisory Services
Wisconsin
$940K +$71.4K +987 +8%
WIA
103
Wealthedge Investment Advisors
New York
$911K -$89.2K -1,166 -9%
DT
104
Diversified Trust
Tennessee
$879K +$3.9K +51 +0.4%
DAS
105
Dynamic Advisor Solutions
Arizona
$860K -$562K -7,346 -40%
GFM
106
GEN Financial Management
Minnesota
$854K -$147K -1,924 -15%
PWM
107
Prentice Wealth Management
New York
$823K +$823K +10,758 New
HFA
108
High Falls Advisors
New York
$819K -$4.44K -58 -0.5%
IA
109
Insight Advisors
Pennsylvania
$802K -$210K -2,741 -21%
AWM
110
Avior Wealth Management
Nebraska
$772K +$230 +3 +0%
SPIA
111
Steward Partners Investment Advisory
New York
$764K -$7.8K -102 -1%
CCFM
112
Clear Creek Financial Management
Washington
$751K -$146K -1,913 -16%
OIA
113
OneDigital Investment Advisors
Kansas
$747K +$153K +2,001 +26%
SFG
114
Stonebridge Financial Group
Pennsylvania
$742K -$12.5K -164 -2%
VA
115
Valmark Advisers
Ohio
$739K +$13.2K +173 +2%
EWA
116
EverSource Wealth Advisors
Alabama
$739K +$739K +9,659 New
SL
117
Sentinus LLC
Illinois
$732K +$81.5K +1,066 +13%
HighTower Advisors
118
HighTower Advisors
Illinois
$727K -$14.1K -184 -2%
WEG
119
World Equity Group
Illinois
$707K +$71.3K +932 +11%
IWC
120
Integrated Wealth Concepts
Massachusetts
$695K -$66.4K -868 -9%
IAS
121
IMA Advisory Services
Colorado
$689K -$2.58K -35 -0.4%
W
122
Wealthquest
Ohio
$681K – – –
AF
123
Advisornet Financial
Minnesota
$675K +$7.73K +101 +1%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$667K – – –
EH
125
Equitable Holdings
New York
$663K +$78.8K +1,030 +13%
3 4
5
6 7