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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
CCA
151
Cypress Capital Advisors
Tennessee
$648K
KF
152
Krilogy Financial
Missouri
$648K
MGIA
153
Moneta Group Investment Advisors
Missouri
$646K
KWM
154
Kingsview Wealth Management
Oregon
$645K
Fidelity Investments
155
Fidelity Investments
Massachusetts
$643K
KA
156
Klingman & Associates
New York
$639K
GCM
157
Gallacher Capital Management
Colorado
$639K
VA
158
VestGen Advisors
Illinois
$626K
OCM
159
One Capital Management
California
$624K
MWM
160
Marion Wealth Management
Pennsylvania
$621K
MFGP
161
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$605K
TDWM
163
Topel & Distasi Wealth Management
California
$600K
FPAS
164
Focus Partners Advisor Solutions
Missouri
$592K
IF
165
Integrity Financial
Wyoming
$589K
CTC
166
Central Trust Company
Missouri
$585K
SI
167
SimpliFi Inc
California
$574K
SFWC
168
Strategic Family Wealth Counselors
New Jersey
$570K
MWM
169
Modera Wealth Management
New Jersey
$567K
TFS
170
Thoroughbred Financial Services
Tennessee
$566K
HWM
171
HB Wealth Management
Georgia
$555K
HWA
172
Heritage Wealth Architects
Minnesota
$551K
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$548K
E3F
174
Eight 31 Financial
Texas
$540K
AWA
175
Aquire Wealth Advisors
Utah
$532K