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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
176
Thoroughbred Financial Services
Tennessee
$566K -$282K -3,312 -34%
HWM
177
HB Wealth Management
Georgia
$555K +$203K +2,385 +61%
HWA
178
Heritage Wealth Architects
Minnesota
$551K +$532K +6,246 New
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$548K +$4.85K +57 +0.9%
E3F
180
Eight 31 Financial
Texas
$540K +$2.38K +28 +0.5%
AWA
181
Aquire Wealth Advisors
Utah
$532K -$11.4K -134 -2%
WWG
182
West Wealth Group
California
$531K +$10.6K +125 +2%
GRP
183
Global Retirement Partners
California
$527K +$12.4K +146 +3%
MIAS
184
Mason Investment Advisory Services
Virginia
$525K +$2.47K +29 +0.5%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$515K -$53.2K -625 -10%
JFA
186
JNBA Financial Advisors
Minnesota
$513K -$42.6K -500 -8%
RIA
187
Regal Investment Advisors
Michigan
$512K +$3.83K +45 +0.8%
FI
188
FWG Investments
Kentucky
$510K +$492K +5,782 New
AIA
189
Arbor Investment Advisors
North Carolina
$504K +$129K +1,518 +36%
RFP
190
Root Financial Partners
California
$491K
GPWA
191
Great Point Wealth Advisors
Massachusetts
$486K +$470K +5,517 New
SFG
192
Sovereign Financial Group
Connecticut
$481K +$4K +47 +0.9%
CPIG
193
Chicago Partners Investment Group
Illinois
$477K +$31.3K +368 +7%
TFO
194
Tarbox Family Office
California
$474K +$1.53K +18 +0.3%
HI
195
Harper Investing
California
$464K +$13.9K +163 +3%
EA
196
Efficient Advisors
Ohio
$464K -$92.9K -1,091 -17%
CWM
197
Cornerstone Wealth Management
Missouri
$459K +$10.7K +126 +2%
FFC
198
Frederick Financial Consultants
Maryland
$453K -$1.19K -14 -0.3%
DP
199
Divergent Planning
Maryland
$441K +$3.24K +38 +0.8%
WWM
200
Western Wealth Management
Colorado
$438K -$85 -1 -0%