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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
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
MWM
176
Modera Wealth Management
New Jersey
$579K
IF
177
Integrity Financial
Wyoming
$569K
CIA
178
Cape Investment Advisory
Georgia
$562K
E3F
179
Eight 31 Financial
Texas
$554K
GVAG
180
Great Valley Advisor Group
Delaware
$553K
PCM
181
Palisade Capital Management
New Jersey
$549K
WWG
182
West Wealth Group
California
$536K
GRP
183
Global Retirement Partners
California
$535K
JFA
184
JNBA Financial Advisors
Minnesota
$526K
JWA
185
JFS Wealth Advisors
Pennsylvania
$524K
FI
186
FWG Investments
Kentucky
$518K
MCA
187
Magnolia Capital Advisors
Mississippi
$517K
CPIG
188
Chicago Partners Investment Group
Illinois
$516K
RFP
189
Root Financial Partners
California
$500K
TFS
190
Thoroughbred Financial Services
Tennessee
$493K
RIA
191
Regal Investment Advisors
Michigan
$491K
FFC
192
Frederick Financial Consultants
Maryland
$485K
VA
193
Valmark Advisers
Ohio
$473K
TFO
194
Tarbox Family Office
California
$472K
DWM
195
Diversify Wealth Management
Utah
$468K
HNWAG
196
High Net Worth Advisory Group
Florida
$466K
AWA
197
Aquire Wealth Advisors
Utah
$465K
CWM
198
Cornerstone Wealth Management
Missouri
$462K
GPWA
199
Great Point Wealth Advisors
Massachusetts
$461K
MML Investors Services
200
MML Investors Services
Massachusetts
$458K