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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M 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, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$559K
SI
152
SimpliFi Inc
California
$548K
VA
153
VestGen Advisors
Illinois
$543K
AL
154
Aspiriant LLC
California
$534K
BSWM
155
Boston Standard Wealth Management
Massachusetts
$533K
MWM
156
Modera Wealth Management
New Jersey
$530K
GPWA
157
Great Point Wealth Advisors
Massachusetts
$528K
TDWM
158
Topel & Distasi Wealth Management
California
$525K
KWM
159
Kingsview Wealth Management
Oregon
$507K
JFA
160
JNBA Financial Advisors
Minnesota
$507K
ASN
161
Advisory Services Network
Georgia
$505K
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$504K
GS
163
GWN Securities
Florida
$497K
WWG
164
West Wealth Group
California
$490K
LA
165
Lane & Associates
New Jersey
$474K
AFG
166
ABLE Financial Group
Arizona
$468K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$465K
KA
168
Klingman & Associates
New York
$465K
E3F
169
Eight 31 Financial
Texas
$464K
CIA
170
Cape Investment Advisory
Georgia
$464K
RFG
171
RFP Financial Group
Georgia
$463K
AWA
172
Aquire Wealth Advisors
Utah
$440K
RIA
173
Regal Investment Advisors
Michigan
$439K
IWS
174
Integrity Wealth Solutions
Colorado
$438K
HGA
175
Hobbs Group Advisors
South Carolina
$419K