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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
151
Cypress Capital Advisors
Tennessee
$637K -$38.1K -457 -6%
MCIA
152
Mountain Capital Investment Advisors
Colorado
$634K +$19.1K +229 +3%
TPA
153
Trivium Point Advisory
Connecticut
$612K -$76.2K -914 -11%
KA
154
Klingman & Associates
New York
$605K +$98K +1,175 +19%
MWM
155
Modera Wealth Management
New Jersey
$602K +$24.1K +289 +4%
AFG
156
ABLE Financial Group
Arizona
$596K +$86.6K +1,038 +17%
AWS
157
Atria Wealth Solutions
New York
$596K +$196K +2,354 +49%
MWM
158
Marion Wealth Management
Pennsylvania
$595K -$101K -1,209 -14%
VA
159
VestGen Advisors
Illinois
$592K
SI
160
SimpliFi Inc
California
$587K -$11.3K -135 -2%
KWM
161
Kingsview Wealth Management
Oregon
$576K +$24K +288 +4%
IF
162
Integrity Financial
Wyoming
$562K -$63.2K -758 -10%
WFS
163
Weitzel Financial Services
Iowa
$559K +$125K +1,477 +29%
TDWM
164
Topel & Distasi Wealth Management
California
$554K -$19.2K -230 -3%
CTC
165
Central Trust Company
Missouri
$550K +$98.3K +1,179 +22%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$539K -$70.5K -845 -12%
IWS
167
Integrity Wealth Solutions
Colorado
$532K +$55K +660 +12%
CIA
168
Cape Investment Advisory
Georgia
$531K +$25.3K +303 +5%
EA
169
Efficient Advisors
Ohio
$530K -$102K -1,221 -16%
JFA
170
JNBA Financial Advisors
Minnesota
$527K -$24.8K -297 -4%
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$526K +$206K +2,476 +65%
AWA
172
Aquire Wealth Advisors
Utah
$515K +$34.5K +414 +7%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$514K +$186K +2,226 +56%
E3F
174
Eight 31 Financial
Texas
$509K +$3.25K +39 +0.6%
Renaissance Technologies
175
Renaissance Technologies
New York
$509K +$250K +3,000 +97%