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iShares Core 80/20 Aggressive Allocation ETF

364 hedge funds and large institutions have $577M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
101
Nicolet Advisory Services
Wisconsin
$1.11M
WEG
102
World Equity Group
Illinois
$1.09M
SWP
103
Stratos Wealth Partners
Ohio
$1.08M
BWP
104
BlueStem Wealth Partners
Minnesota
$1.08M
PWM
105
Prentice Wealth Management
New York
$1.07M
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$1.06M
HFA
107
High Falls Advisors
New York
$1.02M
CIA
108
Concurrent Investment Advisors
Florida
$1.01M
MWM
109
Mission Wealth Management
California
$1.01M
MW
110
Maia Wealth
Colorado
$997K
AIM
111
Acropolis Investment Management
Missouri
$935K
AWM
112
Avior Wealth Management
Nebraska
$932K
DT
113
Diversified Trust
Tennessee
$927K
SPIA
114
Steward Partners Investment Advisory
New York
$922K
TPWA
115
TRUE Private Wealth Advisors
Oregon
$920K
BL
116
BCWM LLC
Kansas
$911K
VA
117
Valmark Advisers
Ohio
$895K
IWC
118
Integrated Wealth Concepts
Massachusetts
$888K
SL
119
Sentinus LLC
Illinois
$874K
SFG
120
Stonebridge Financial Group
Pennsylvania
$873K
IA
121
Insight Advisors
Pennsylvania
$865K
Lido Advisors
122
Lido Advisors
California
$861K
EWA
123
EverSource Wealth Advisors
Alabama
$860K
CCFM
124
Clear Creek Financial Management
Washington
$857K
KV
125
Kickstand Ventures
New York
$819K