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iShares Core 80/20 Aggressive Allocation ETF

372 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, 163 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
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
Creative Planning
101
Creative Planning
Kansas
$1.18M
MAM
102
Mainsail Asset Management
Alabama
$1.17M
PGF
103
Plan Group Financial
Oklahoma
$1.14M
AL
104
Aspiriant LLC
California
$1.13M
NAS
105
Nicolet Advisory Services
Wisconsin
$1.11M
WEG
106
World Equity Group
Illinois
$1.09M
SWP
107
Stratos Wealth Partners
Ohio
$1.08M
BWP
108
BlueStem Wealth Partners
Minnesota
$1.08M
PWM
109
Prentice Wealth Management
New York
$1.07M
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$1.06M
HFA
111
High Falls Advisors
New York
$1.02M
CIA
112
Concurrent Investment Advisors
Florida
$1.01M
MWM
113
Mission Wealth Management
California
$1.01M
MW
114
Maia Wealth
Colorado
$997K
AIM
115
Acropolis Investment Management
Missouri
$935K
AWM
116
Avior Wealth Management
Nebraska
$932K
DT
117
Diversified Trust
Tennessee
$927K
SPIA
118
Steward Partners Investment Advisory
New York
$922K
TPWA
119
TRUE Private Wealth Advisors
Oregon
$920K
BL
120
BCWM LLC
Kansas
$911K
VA
121
Valmark Advisers
Ohio
$895K
IWC
122
Integrated Wealth Concepts
Massachusetts
$888K
SL
123
Sentinus LLC
Illinois
$874K
SFG
124
Stonebridge Financial Group
Pennsylvania
$873K
IA
125
Insight Advisors
Pennsylvania
$865K