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iShares Core 80/20 Aggressive Allocation ETF

365 hedge funds and large institutions have $580M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
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
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FW
151
Fidato Wealth
Ohio
$658K
IA
152
IFG Advisory
Georgia
$652K
CCA
153
Cypress Capital Advisors
Tennessee
$648K
KF
154
Krilogy Financial
Missouri
$648K
MGIA
155
Moneta Group Investment Advisors
Missouri
$646K
KWM
156
Kingsview Wealth Management
Oregon
$645K
Fidelity Investments
157
Fidelity Investments
Massachusetts
$643K
KA
158
Klingman & Associates
New York
$639K
GCM
159
Gallacher Capital Management
Colorado
$639K
VA
160
VestGen Advisors
Illinois
$626K
OCM
161
One Capital Management
California
$624K
MWM
162
Marion Wealth Management
Pennsylvania
$621K
MFGP
163
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$605K
TDWM
165
Topel & Distasi Wealth Management
California
$600K
FPAS
166
Focus Partners Advisor Solutions
Missouri
$592K
IF
167
Integrity Financial
Wyoming
$589K
CTC
168
Central Trust Company
Missouri
$585K
SI
169
SimpliFi Inc
California
$574K
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$570K
MWM
171
Modera Wealth Management
New Jersey
$567K
TFS
172
Thoroughbred Financial Services
Tennessee
$566K
HWM
173
HB Wealth Management
Georgia
$555K
HWA
174
Heritage Wealth Architects
Minnesota
$551K
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$548K