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iShares Core 80/20 Aggressive Allocation ETF

401 hedge funds and large institutions have $727M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
WFS
151
Weitzel Financial Services
Iowa
$722K
TPA
152
Trivium Point Advisory
Connecticut
$713K
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$711K
KF
154
Krilogy Financial
Missouri
$704K
MWM
155
Marion Wealth Management
Pennsylvania
$704K
AWM
156
AE Wealth Management
Kansas
$696K
MWM
157
Meridian Wealth Management
Kentucky
$694K
OGF
158
Orin Green Financial
California
$691K
TC
159
Trilogy Capital
California
$686K
CMP
160
Courage Miller Partners
Virginia
$683K
MCIA
161
Mountain Capital Investment Advisors
Colorado
$680K
KWM
162
Kingsview Wealth Management
Oregon
$663K
SAI
163
Savvy Advisors Inc
New York
$662K
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$658K
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$657K
SA
166
Sanctuary Advisors
Indiana
$650K
TDWM
167
Topel & Distasi Wealth Management
California
$645K
IA
168
IFG Advisory
Georgia
$640K
MGIA
169
Moneta Group Investment Advisors
Missouri
$617K
CCA
170
Cypress Capital Advisors
Tennessee
$617K
SI
171
SimpliFi Inc
California
$610K
HWA
172
Heritage Wealth Architects
Minnesota
$591K
CTC
173
Central Trust Company
Missouri
$586K
GCM
174
Gallacher Capital Management
Colorado
$586K
SFWC
175
Strategic Family Wealth Counselors
New Jersey
$584K