AOA icon

iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
101
Per Stirling Capital Management
Texas
$1.13M
OIA
102
OneDigital Investment Advisors
Kansas
$1.13M
HighTower Advisors
103
HighTower Advisors
Illinois
$1.11M
MAM
104
Mainsail Asset Management
Alabama
$1.09M
SCM
105
Saxony Capital Management
Missouri
$1.09M
TPWA
106
TRUE Private Wealth Advisors
Oregon
$1.07M
AL
107
Aspiriant LLC
California
$1.06M
NAS
108
Nicolet Advisory Services
Wisconsin
$1.04M
WEG
109
World Equity Group
Illinois
$1M
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$998K
MMA
111
Miracle Mile Advisors
California
$995K
HFA
112
High Falls Advisors
New York
$952K
CIA
113
Concurrent Investment Advisors
Florida
$946K
SWP
114
Stratos Wealth Partners
Ohio
$927K
OCM
115
One Capital Management
California
$927K
PWM
116
Prentice Wealth Management
New York
$912K
IA
117
IFG Advisory
Georgia
$905K
MWM
118
Meridian Wealth Management
Kentucky
$888K
IAS
119
IMA Advisory Services
Colorado
$887K
AWM
120
Avior Wealth Management
Nebraska
$868K
BL
121
BCWM LLC
Kansas
$863K
MAWA
122
Moss Adams Wealth Advisors
Washington
$849K
SPIA
123
Steward Partners Investment Advisory
New York
$846K
DT
124
Diversified Trust
Tennessee
$838K
VA
125
Valmark Advisers
Ohio
$834K