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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
151
Orin Green Financial
California
$639K
CCA
152
Cypress Capital Advisors
Tennessee
$637K
MCIA
153
Mountain Capital Investment Advisors
Colorado
$634K
TPA
154
Trivium Point Advisory
Connecticut
$612K
KA
155
Klingman & Associates
New York
$605K
MWM
156
Modera Wealth Management
New Jersey
$602K
AFG
157
ABLE Financial Group
Arizona
$596K
AWS
158
Atria Wealth Solutions
New York
$596K
MWM
159
Marion Wealth Management
Pennsylvania
$595K
VA
160
VestGen Advisors
Illinois
$592K
SI
161
SimpliFi Inc
California
$587K
KWM
162
Kingsview Wealth Management
Oregon
$576K
IF
163
Integrity Financial
Wyoming
$562K
WFS
164
Weitzel Financial Services
Iowa
$559K
TDWM
165
Topel & Distasi Wealth Management
California
$554K
CTC
166
Central Trust Company
Missouri
$550K
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$539K
IWS
168
Integrity Wealth Solutions
Colorado
$532K
CIA
169
Cape Investment Advisory
Georgia
$531K
EA
170
Efficient Advisors
Ohio
$530K
JFA
171
JNBA Financial Advisors
Minnesota
$527K
SFWC
172
Strategic Family Wealth Counselors
New Jersey
$526K
AWA
173
Aquire Wealth Advisors
Utah
$515K
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$514K
E3F
175
Eight 31 Financial
Texas
$509K