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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
176
Central Trust Company
Missouri
$414K +$9.87K +129 +2%
TFO
177
Tarbox Family Office
California
$409K – – –
AAS
178
Avantax Advisory Services
Texas
$393K +$393K +5,141 New
GC
179
Gould Capital
Washington
$387K +$8.26K +108 +2%
ARC
180
Advisor Resource Council
Texas
$385K +$385K +5,638 New
CWM
181
Cornerstone Wealth Management
Missouri
$384K -$26.3K -344 -6%
WFS
182
Weitzel Financial Services
Iowa
$383K +$101K +1,360 +36%
WWM
183
Western Wealth Management
Colorado
$379K -$6.27K -82 -2%
MIAS
184
Mason Investment Advisory Services
Virginia
$376K +$376K +4,912 New
AWS
185
Atria Wealth Solutions
New York
$367K – – –
DP
186
Divergent Planning
Maryland
$364K +$154 +2 +0%
FSG
187
Financial Strategies Group
Michigan
$358K +$50.6K +681 +16%
WW
188
Westshore Wealth
California
$358K +$7.04K +92 +2%
SRA
189
Secured Retirement Advisors
Minnesota
$352K -$3.83K -50 -1%
EFG
190
Elios Financial Group
Ohio
$351K +$39.6K +518 +13%
TI
191
TrueMark Investments
Illinois
$335K +$335K +4,382 New
FFC
192
Frederick Financial Consultants
Maryland
$335K -$15.1K -197 -4%
AAP
193
Arax Advisory Partners
Colorado
$333K +$10.9K +143 +3%
RFP
194
Root Financial Partners
California
$327K +$2.52K +33 +0.8%
JWA
195
JFS Wealth Advisors
Pennsylvania
$325K -$6.73K -88 -2%
BWM
196
BCGM Wealth Management
Indiana
$325K -$7.19K -94 -2%
SF
197
SWP Financial
California
$318K -$60.2K -787 -16%
MML Investors Services
198
MML Investors Services
Massachusetts
$316K -$36.2K -474 -10%
HIS
199
Harvest Investment Services
Illinois
$312K -$688 -9 -0.2%
APWA
200
Atlas Private Wealth Advisors
New Jersey
$307K -$64.7K -846 -17%
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