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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
151
Integrity Wealth Solutions
Colorado
$662K +$95.6K +1,123 +18%
PPWM
152
PFG Private Wealth Management
Florida
$662K +$639K +7,507 New
OFG
153
Oxford Financial Group
Indiana
$661K -$24.8K -291 -4%
FW
154
Fidato Wealth
Ohio
$658K -$82.3K -967 -11%
IA
155
IFG Advisory
Georgia
$652K -$295K -3,460 -32%
CCA
156
Cypress Capital Advisors
Tennessee
$648K -$24.1K -283 -4%
KF
157
Krilogy Financial
Missouri
$648K +$620K +7,279 New
MGIA
158
Moneta Group Investment Advisors
Missouri
$646K +$367K +4,315 +143%
KWM
159
Kingsview Wealth Management
Oregon
$645K +$35.1K +412 +6%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$643K +$188K +2,212 +43%
KA
161
Klingman & Associates
New York
$639K
GCM
162
Gallacher Capital Management
Colorado
$639K -$37.1K -436 -6%
VA
163
VestGen Advisors
Illinois
$626K
OCM
164
One Capital Management
California
$624K -$344K -4,035 -36%
MWM
165
Marion Wealth Management
Pennsylvania
$621K -$6.73K -79 -1%
MFGP
166
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K -$78.9K -926 -12%
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$605K -$738K -8,661 -56%
TDWM
168
Topel & Distasi Wealth Management
California
$600K +$14.5K +170 +3%
FPAS
169
Focus Partners Advisor Solutions
Missouri
$592K -$5.07M -59,526 -90%
IF
170
Integrity Financial
Wyoming
$589K -$4.51K -53 -0.8%
CTC
171
Central Trust Company
Missouri
$585K +$3.83K +45 +0.7%
SA
172
Sanctuary Advisors
Indiana
$584K +$166K +1,945 +42%
SI
173
SimpliFi Inc
California
$574K -$44.5K -522 -7%
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$570K +$14.1K +165 +3%
MWM
175
Modera Wealth Management
New Jersey
$567K -$66.6K -782 -11%