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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
Lido Advisors
126
Lido Advisors
California
$861K +$37.6K +442 +5%
EWA
127
EverSource Wealth Advisors
Alabama
$860K +$6.22K +73 +0.8%
CCFM
128
Clear Creek Financial Management
Washington
$857K +$24.4K +286 +3%
KV
129
Kickstand Ventures
New York
$819K
HGA
130
Hobbs Group Advisors
South Carolina
$809K -$569K -6,680 -42%
MOS
131
MGO One Seven
Ohio
$794K +$50.7K +595 +7%
BJL
132
Brighton Jones LLC
Washington
$780K +$4.43K +52 +0.6%
AF
133
Advisornet Financial
Minnesota
$772K -$47.9K -562 -6%
BSWM
134
Boston Standard Wealth Management
Massachusetts
$764K +$66.1K +776 +10%
AFG
135
ABLE Financial Group
Arizona
$762K +$127K +1,490 +21%
MLFP
136
MPS Loria Financial Planners
Illinois
$762K +$25.3K +297 +4%
ASN
137
Advisory Services Network
Georgia
$746K -$95K -1,116 -12%
MAM
138
Mullooly Asset Management
New Jersey
$715K -$42K -493 -6%
TC
139
Trilogy Capital
California
$712K -$2.41M -28,270 -78%
AWM
140
AE Wealth Management
Kansas
$712K -$18.1K -213 -3%
GFM
141
GEN Financial Management
Minnesota
$706K +$8.77K +103 +1%
AQR Capital Management
142
AQR Capital Management
Connecticut
$700K +$676K +7,944 New
WFS
143
Weitzel Financial Services
Iowa
$697K +$116K +1,358 +21%
CWA
144
Centerline Wealth Advisors
Kentucky
$684K -$747K -8,767 -53%
MWM
145
Meridian Wealth Management
Kentucky
$683K -$247K -2,898 -27%
TPA
146
Trivium Point Advisory
Connecticut
$679K +$30.7K +361 +5%
OGF
147
Orin Green Financial
California
$676K
CMP
148
Courage Miller Partners
Virginia
$675K -$54.5K -640 -8%
Citadel Advisors
149
Citadel Advisors
Florida
$664K +$642K +7,536 New
MCIA
150
Mountain Capital Investment Advisors
Colorado
$664K -$9.28K -109 -1%