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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
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
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$1.13M +$312K +3,747 +38%
HighTower Advisors
102
HighTower Advisors
Illinois
$1.11M +$316K +3,790 +40%
MAM
103
Mainsail Asset Management
Alabama
$1.09M +$17.9K +215 +2%
SCM
104
Saxony Capital Management
Missouri
$1.09M +$769K +9,224 +241%
TPWA
105
TRUE Private Wealth Advisors
Oregon
$1.07M -$51.9K -622 -5%
AL
106
Aspiriant LLC
California
$1.06M +$476K +5,710 +82%
NAS
107
Nicolet Advisory Services
Wisconsin
$1.04M -$39.1K -472 -4%
WEG
108
World Equity Group
Illinois
$1M +$233K +2,795 +30%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$998K +$271K +3,250 +37%
MMA
110
Miracle Mile Advisors
California
$995K -$87.2K -1,046 -8%
HFA
111
High Falls Advisors
New York
$952K +$59.3K +711 +7%
CIA
112
Concurrent Investment Advisors
Florida
$946K +$946K +11,337 New
SWP
113
Stratos Wealth Partners
Ohio
$927K +$230K +2,757 +33%
OCM
114
One Capital Management
California
$927K -$946K -11,339 -50%
PWM
115
Prentice Wealth Management
New York
$912K +$14.4K +173 +2%
IA
116
IFG Advisory
Georgia
$905K +$218K +2,609 +32%
MWM
117
Meridian Wealth Management
Kentucky
$888K +$888K +10,652 New
IAS
118
IMA Advisory Services
Colorado
$887K +$134K +1,667 +18%
AWM
119
Avior Wealth Management
Nebraska
$868K +$27.1K +325 +3%
BL
120
BCWM LLC
Kansas
$863K +$863K +10,350 New
MAWA
121
Moss Adams Wealth Advisors
Washington
$849K +$148K +1,777 +21%
SPIA
122
Steward Partners Investment Advisory
New York
$846K +$12.8K +153 +2%
DT
123
Diversified Trust
Tennessee
$838K -$120K -1,440 -13%
VA
124
Valmark Advisers
Ohio
$834K +$28.4K +340 +4%
IA
125
Insight Advisors
Pennsylvania
$834K -$40.9K -490 -5%