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iShares Core 80/20 Aggressive Allocation ETF

401 hedge funds and large institutions have $727M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
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
HWM
176
HB Wealth Management
Georgia
$580K
MWM
177
Modera Wealth Management
New Jersey
$579K
IF
178
Integrity Financial
Wyoming
$569K
CIA
179
Cape Investment Advisory
Georgia
$562K
E3F
180
Eight 31 Financial
Texas
$554K
GVAG
181
Great Valley Advisor Group
Delaware
$553K
PCM
182
Palisade Capital Management
New Jersey
$549K
WWG
183
West Wealth Group
California
$536K
GRP
184
Global Retirement Partners
California
$535K
JFA
185
JNBA Financial Advisors
Minnesota
$526K
JWA
186
JFS Wealth Advisors
Pennsylvania
$524K
FI
187
FWG Investments
Kentucky
$518K
MCA
188
Magnolia Capital Advisors
Mississippi
$517K
CPIG
189
Chicago Partners Investment Group
Illinois
$516K
RFP
190
Root Financial Partners
California
$500K
TFS
191
Thoroughbred Financial Services
Tennessee
$493K
RIA
192
Regal Investment Advisors
Michigan
$491K
FFC
193
Frederick Financial Consultants
Maryland
$485K
VA
194
Valmark Advisers
Ohio
$473K
TFO
195
Tarbox Family Office
California
$472K
DWM
196
Diversify Wealth Management
Utah
$468K
HNWAG
197
High Net Worth Advisory Group
Florida
$466K
AWA
198
Aquire Wealth Advisors
Utah
$465K
CWM
199
Cornerstone Wealth Management
Missouri
$462K
GPWA
200
Great Point Wealth Advisors
Massachusetts
$461K