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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
151
SimpliFi Inc
California
$548K -$4.28K -56 -0.8%
VA
152
VestGen Advisors
Illinois
$543K +$543K +7,099 New
AL
153
Aspiriant LLC
California
$534K – – –
BSWM
154
Boston Standard Wealth Management
Massachusetts
$533K -$9.64K -129 -2%
MWM
155
Modera Wealth Management
New Jersey
$530K +$224K +2,930 +73%
GPWA
156
Great Point Wealth Advisors
Massachusetts
$528K -$536 -7 -0.1%
TDWM
157
Topel & Distasi Wealth Management
California
$525K +$64.6K +844 +14%
KWM
158
Kingsview Wealth Management
Oregon
$507K +$13.5K +177 +3%
JFA
159
JNBA Financial Advisors
Minnesota
$507K -$44.3K -579 -8%
ASN
160
Advisory Services Network
Georgia
$505K -$300K -3,920 -37%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$504K +$179K +2,341 +55%
GS
162
GWN Securities
Florida
$497K +$28.2K +369 +6%
WWG
163
West Wealth Group
California
$490K +$153 +2 +0%
LA
164
Lane & Associates
New Jersey
$474K +$9.87K +129 +2%
AFG
165
ABLE Financial Group
Arizona
$468K +$70.8K +925 +18%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$465K -$45.7K -598 -9%
KA
167
Klingman & Associates
New York
$465K – – –
E3F
168
Eight 31 Financial
Texas
$464K +$464K +6,061 New
CIA
169
Cape Investment Advisory
Georgia
$464K – – –
RFG
170
RFP Financial Group
Georgia
$463K +$54K +706 +13%
AWA
171
Aquire Wealth Advisors
Utah
$440K +$14.7K +192 +3%
RIA
172
Regal Investment Advisors
Michigan
$439K +$18.8K +246 +4%
IWS
173
Integrity Wealth Solutions
Colorado
$438K +$21K +274 +5%
HGA
174
Hobbs Group Advisors
South Carolina
$419K +$72K +941 +21%
SFG
175
Sovereign Financial Group
Connecticut
$418K -$8.72K -114 -2%
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