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iShares Core 80/20 Aggressive Allocation ETF

363 hedge funds and large institutions have $576M 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, 108 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
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
WWG
176
West Wealth Group
California
$531K
GRP
177
Global Retirement Partners
California
$527K
MIAS
178
Mason Investment Advisory Services
Virginia
$525K
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$515K
JFA
180
JNBA Financial Advisors
Minnesota
$513K
RIA
181
Regal Investment Advisors
Michigan
$512K
FI
182
FWG Investments
Kentucky
$510K
AIA
183
Arbor Investment Advisors
North Carolina
$504K
RFP
184
Root Financial Partners
California
$491K
GPWA
185
Great Point Wealth Advisors
Massachusetts
$486K
SFG
186
Sovereign Financial Group
Connecticut
$481K
CPIG
187
Chicago Partners Investment Group
Illinois
$477K
TFO
188
Tarbox Family Office
California
$474K
HI
189
Harper Investing
California
$464K
EA
190
Efficient Advisors
Ohio
$464K
CWM
191
Cornerstone Wealth Management
Missouri
$459K
FFC
192
Frederick Financial Consultants
Maryland
$453K
DP
193
Divergent Planning
Maryland
$441K
WWM
194
Western Wealth Management
Colorado
$438K
AGWCA
195
Annis Gardner Whiting Capital Advisors
Florida
$435K
DWM
196
Diversify Wealth Management
Utah
$424K
BA
197
Bellwether Advisors
Nebraska
$412K
IAS
198
IMA Advisory Services
Colorado
$410K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$408K
RFG
200
RFP Financial Group
Georgia
$405K