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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SFG
176
Sovereign Financial Group
Connecticut
$418K
CTC
177
Central Trust Company
Missouri
$414K
TFO
178
Tarbox Family Office
California
$409K
AAS
179
Avantax Advisory Services
Texas
$393K
GC
180
Gould Capital
Washington
$387K
ARC
181
Advisor Resource Council
Texas
$385K
CWM
182
Cornerstone Wealth Management
Missouri
$384K
WFS
183
Weitzel Financial Services
Iowa
$383K
WWM
184
Western Wealth Management
Colorado
$379K
MIAS
185
Mason Investment Advisory Services
Virginia
$376K
AWS
186
Atria Wealth Solutions
New York
$367K
DP
187
Divergent Planning
Maryland
$364K
FSG
188
Financial Strategies Group
Michigan
$358K
WW
189
Westshore Wealth
California
$358K
SRA
190
Secured Retirement Advisors
Minnesota
$352K
EFG
191
Elios Financial Group
Ohio
$351K
TI
192
TrueMark Investments
Illinois
$335K
FFC
193
Frederick Financial Consultants
Maryland
$335K
AAP
194
Arax Advisory Partners
Colorado
$333K
RFP
195
Root Financial Partners
California
$327K
JWA
196
JFS Wealth Advisors
Pennsylvania
$325K
BWM
197
BCGM Wealth Management
Indiana
$325K
SF
198
SWP Financial
California
$318K
MML Investors Services
199
MML Investors Services
Massachusetts
$316K
HIS
200
Harvest Investment Services
Illinois
$312K