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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
151
Trivium Point Advisory
Connecticut
$713K
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$711K
KF
153
Krilogy Financial
Missouri
$704K
MWM
154
Marion Wealth Management
Pennsylvania
$704K
AWM
155
AE Wealth Management
Kansas
$696K
MWM
156
Meridian Wealth Management
Kentucky
$694K
OGF
157
Orin Green Financial
California
$691K
TC
158
Trilogy Capital
California
$686K
CMP
159
Courage Miller Partners
Virginia
$683K
MCIA
160
Mountain Capital Investment Advisors
Colorado
$680K
KWM
161
Kingsview Wealth Management
Oregon
$663K
SAI
162
Savvy Advisors Inc
New York
$662K
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$658K
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$657K
SA
165
Sanctuary Advisors
Indiana
$650K
TDWM
166
Topel & Distasi Wealth Management
California
$645K
IA
167
IFG Advisory
Georgia
$640K
MGIA
168
Moneta Group Investment Advisors
Missouri
$617K
CCA
169
Cypress Capital Advisors
Tennessee
$617K
SI
170
SimpliFi Inc
California
$610K
HWA
171
Heritage Wealth Architects
Minnesota
$591K
CTC
172
Central Trust Company
Missouri
$586K
GCM
173
Gallacher Capital Management
Colorado
$586K
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$584K
HWM
175
HB Wealth Management
Georgia
$580K