AOA icon

iShares Core 80/20 Aggressive Allocation ETF

372 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, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
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
IWS
151
Integrity Wealth Solutions
Colorado
$662K
PPWM
152
PFG Private Wealth Management
Florida
$662K
OFG
153
Oxford Financial Group
Indiana
$661K
FW
154
Fidato Wealth
Ohio
$658K
IA
155
IFG Advisory
Georgia
$652K
CCA
156
Cypress Capital Advisors
Tennessee
$648K
KF
157
Krilogy Financial
Missouri
$648K
MGIA
158
Moneta Group Investment Advisors
Missouri
$646K
KWM
159
Kingsview Wealth Management
Oregon
$645K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$643K
KA
161
Klingman & Associates
New York
$639K
GCM
162
Gallacher Capital Management
Colorado
$639K
VA
163
VestGen Advisors
Illinois
$626K
OCM
164
One Capital Management
California
$624K
MWM
165
Marion Wealth Management
Pennsylvania
$621K
MFGP
166
Marshall Financial Group (Pennsylvania)
Pennsylvania
$613K
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$605K
TDWM
168
Topel & Distasi Wealth Management
California
$600K
FPAS
169
Focus Partners Advisor Solutions
Missouri
$592K
IF
170
Integrity Financial
Wyoming
$589K
CTC
171
Central Trust Company
Missouri
$585K
SA
172
Sanctuary Advisors
Indiana
$584K
SI
173
SimpliFi Inc
California
$574K
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$570K
MWM
175
Modera Wealth Management
New Jersey
$567K