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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M 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, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
MOS
126
MGO One Seven
Ohio
$794K
BJL
127
Brighton Jones LLC
Washington
$780K
AF
128
Advisornet Financial
Minnesota
$772K
BSWM
129
Boston Standard Wealth Management
Massachusetts
$764K
AFG
130
ABLE Financial Group
Arizona
$762K
MLFP
131
MPS Loria Financial Planners
Illinois
$762K
ASN
132
Advisory Services Network
Georgia
$746K
MAM
133
Mullooly Asset Management
New Jersey
$715K
TC
134
Trilogy Capital
California
$712K
AWM
135
AE Wealth Management
Kansas
$712K
GFM
136
GEN Financial Management
Minnesota
$706K
AQR Capital Management
137
AQR Capital Management
Connecticut
$700K
WFS
138
Weitzel Financial Services
Iowa
$697K
CWA
139
Centerline Wealth Advisors
Kentucky
$684K
MWM
140
Meridian Wealth Management
Kentucky
$683K
TPA
141
Trivium Point Advisory
Connecticut
$679K
OGF
142
Orin Green Financial
California
$676K
CMP
143
Courage Miller Partners
Virginia
$675K
Citadel Advisors
144
Citadel Advisors
Florida
$664K
MCIA
145
Mountain Capital Investment Advisors
Colorado
$664K
IWS
146
Integrity Wealth Solutions
Colorado
$662K
PPWM
147
PFG Private Wealth Management
Florida
$662K
OFG
148
Oxford Financial Group
Indiana
$661K
FW
149
Fidato Wealth
Ohio
$658K
IA
150
IFG Advisory
Georgia
$652K