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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M 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, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
MAM
101
Mainsail Asset Management
Alabama
$984K
LPAM
102
Lodestar Private Asset Management
California
$979K
NAS
103
Nicolet Advisory Services
Wisconsin
$940K
WIA
104
Wealthedge Investment Advisors
New York
$911K
DT
105
Diversified Trust
Tennessee
$879K
DAS
106
Dynamic Advisor Solutions
Arizona
$860K
GFM
107
GEN Financial Management
Minnesota
$854K
PWM
108
Prentice Wealth Management
New York
$823K
HFA
109
High Falls Advisors
New York
$819K
IA
110
Insight Advisors
Pennsylvania
$802K
AWM
111
Avior Wealth Management
Nebraska
$772K
SPIA
112
Steward Partners Investment Advisory
New York
$764K
CCFM
113
Clear Creek Financial Management
Washington
$751K
OIA
114
OneDigital Investment Advisors
Kansas
$747K
SFG
115
Stonebridge Financial Group
Pennsylvania
$742K
VA
116
Valmark Advisers
Ohio
$739K
EWA
117
EverSource Wealth Advisors
Alabama
$739K
SL
118
Sentinus LLC
Illinois
$732K
HighTower Advisors
119
HighTower Advisors
Illinois
$727K
WEG
120
World Equity Group
Illinois
$707K
IWC
121
Integrated Wealth Concepts
Massachusetts
$695K
IAS
122
IMA Advisory Services
Colorado
$689K
W
123
Wealthquest
Ohio
$681K
AF
124
Advisornet Financial
Minnesota
$675K
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$667K