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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$657K – – –
Lido Advisors
127
Lido Advisors
California
$646K +$7.42K +97 +1%
CMP
128
Courage Miller Partners
Virginia
$645K -$13.2K -173 -2%
AWM
129
AE Wealth Management
Kansas
$644K +$8.87K +116 +1%
MAWA
130
Moss Adams Wealth Advisors
Washington
$643K +$225K +2,940 +54%
MAM
131
Mullooly Asset Management
New Jersey
$643K +$643K +8,403 New
MOS
132
MGO One Seven
Ohio
$641K -$10.7K -140 -2%
SWP
133
Stratos Wealth Partners
Ohio
$639K +$141K +1,843 +28%
MWM
134
Marion Wealth Management
Pennsylvania
$638K +$65.8K +860 +11%
TPA
135
Trivium Point Advisory
Connecticut
$632K -$12.4K -162 -2%
IA
136
IFG Advisory
Georgia
$631K +$55.5K +726 +10%
MLFP
137
MPS Loria Financial Planners
Illinois
$628K +$292K +3,820 +87%
FW
138
Fidato Wealth
Ohio
$621K +$18.3K +239 +3%
CCA
139
Cypress Capital Advisors
Tennessee
$619K -$49.4K -646 -7%
OFG
140
Oxford Financial Group
Indiana
$619K +$22K +287 +4%
SC
141
Savant Capital
Illinois
$613K -$58.1K -760 -9%
MFGP
142
Marshall Financial Group (Pennsylvania)
Pennsylvania
$606K -$43K -562 -7%
MW
143
Maia Wealth
Colorado
$601K -$42.3K -571 -7%
FFA
144
Farther Finance Advisors
California
$585K +$129K +1,682 +28%
EA
145
Efficient Advisors
Ohio
$579K -$124K -1,619 -18%
TW
146
Trajan Wealth
Arizona
$576K +$576K +7,523 New
IF
147
Integrity Financial
Wyoming
$574K -$49.3K -645 -8%
OGF
148
Orin Green Financial
California
$565K +$565K +7,761 New
MCIA
149
Mountain Capital Investment Advisors
Colorado
$560K +$8.34K +110 +2%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$559K -$121K -1,578 -18%
4 5
6
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