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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$1.18M -$464K -5,445 -29%
MAM
102
Mainsail Asset Management
Alabama
$1.17M +$18.4K +216 +2%
PGF
103
Plan Group Financial
Oklahoma
$1.14M -$229K -2,685 -17%
AL
104
Aspiriant LLC
California
$1.13M +$11.1K +130 +1%
NAS
105
Nicolet Advisory Services
Wisconsin
$1.11M -$255 -3 -0%
WEG
106
World Equity Group
Illinois
$1.09M +$26.4K +310 +3%
SWP
107
Stratos Wealth Partners
Ohio
$1.08M +$101K +1,186 +11%
BWP
108
BlueStem Wealth Partners
Minnesota
$1.08M -$117K -1,376 -10%
PWM
109
Prentice Wealth Management
New York
$1.07M +$98.6K +1,158 +11%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$1.06M
HFA
111
High Falls Advisors
New York
$1.02M +$9.2K +108 +0.9%
CIA
112
Concurrent Investment Advisors
Florida
$1.01M +$8.35K +98 +0.9%
MWM
113
Mission Wealth Management
California
$1.01M +$604K +7,089 +164%
MW
114
Maia Wealth
Colorado
$997K +$251K +2,942 +36%
AIM
115
Acropolis Investment Management
Missouri
$935K +$644K +7,566 +208%
AWM
116
Avior Wealth Management
Nebraska
$932K +$14.5K +170 +2%
DT
117
Diversified Trust
Tennessee
$927K +$39.9K +468 +5%
SPIA
118
Steward Partners Investment Advisory
New York
$922K +$26.7K +314 +3%
TPWA
119
TRUE Private Wealth Advisors
Oregon
$920K -$207K -2,436 -19%
BL
120
BCWM LLC
Kansas
$911K -$766 -9 -0.1%
VA
121
Valmark Advisers
Ohio
$895K +$13K +153 +2%
IWC
122
Integrated Wealth Concepts
Massachusetts
$888K +$76.2K +895 +10%
SL
123
Sentinus LLC
Illinois
$874K +$2.73K +32 +0.3%
SFGP
124
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$873K +$16.1K +189 +2%
IA
125
Insight Advisors
Pennsylvania
$865K -$15.9K -187 -2%