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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFG
176
RFP Financial Group
Georgia
$498K -$6.92K -83 -1%
WWG
177
West Wealth Group
California
$496K -$40.4K -481 -8%
MIAS
178
Mason Investment Advisory Services
Virginia
$494K +$84.7K +1,015 +21%
GRP
179
Global Retirement Partners
California
$486K +$486K +5,833 New
RIA
180
Regal Investment Advisors
Michigan
$481K +$2.25K +27 +0.5%
CWM
181
Congress Wealth Management
Massachusetts
$475K +$475K +5,701 New
RFP
182
Root Financial Partners
California
$465K +$108K +1,300 +30%
SFG
183
Sovereign Financial Group
Connecticut
$451K -$4.84K -58 -1%
TFO
184
Tarbox Family Office
California
$447K +$667 +8 +0.1%
FFC
185
Frederick Financial Consultants
Maryland
$430K +$64.9K +778 +18%
AAS
186
Avantax Advisory Services
Texas
$430K +$751 +9 +0.2%
GS
187
GWN Securities
Florida
$429K -$115K -1,373 -21%
HI
188
Harper Investing
California
$426K +$141K +1,694 +50%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$424K +$124K +1,492 +41%
CWM
190
Cornerstone Wealth Management
Missouri
$424K +$4.42K +53 +1%
CPIG
191
Chicago Partners Investment Group
Illinois
$416K +$416K +4,928 New
WWM
192
Western Wealth Management
Colorado
$414K +$1.17K +14 +0.3%
DP
193
Divergent Planning
Maryland
$411K +$17.2K +206 +4%
EFG
194
Elios Financial Group
Ohio
$407K +$24.4K +293 +6%
GC
195
Gould Capital
Washington
$402K -$20K -240 -5%
MML Investors Services
196
MML Investors Services
Massachusetts
$395K +$50.4K +604 +15%
WW
197
Westshore Wealth
California
$391K
AAP
198
Arax Advisory Partners
Colorado
$379K +$16.8K +202 +5%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$374K -$133K -1,598 -26%
JWA
200
JFS Wealth Advisors
Pennsylvania
$371K +$16.8K +202 +5%