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iShares Core 80/20 Aggressive Allocation ETF

372 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, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$432K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
176
Thoroughbred Financial Services
Tennessee
$566K
HWM
177
HB Wealth Management
Georgia
$555K
HWA
178
Heritage Wealth Architects
Minnesota
$551K
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$548K
E3F
180
Eight 31 Financial
Texas
$540K
AWA
181
Aquire Wealth Advisors
Utah
$532K
WWG
182
West Wealth Group
California
$531K
GRP
183
Global Retirement Partners
California
$527K
MIAS
184
Mason Investment Advisory Services
Virginia
$525K
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$515K
JFA
186
JNBA Financial Advisors
Minnesota
$513K
RIA
187
Regal Investment Advisors
Michigan
$512K
FI
188
FWG Investments
Kentucky
$510K
AIA
189
Arbor Investment Advisors
North Carolina
$504K
RFP
190
Root Financial Partners
California
$491K
GPWA
191
Great Point Wealth Advisors
Massachusetts
$486K
SFG
192
Sovereign Financial Group
Connecticut
$481K
CPIG
193
Chicago Partners Investment Group
Illinois
$477K
TFO
194
Tarbox Family Office
California
$474K
HI
195
Harper Investing
California
$464K
EA
196
Efficient Advisors
Ohio
$464K
CWM
197
Cornerstone Wealth Management
Missouri
$459K
FFC
198
Frederick Financial Consultants
Maryland
$453K
DP
199
Divergent Planning
Maryland
$441K
WWM
200
Western Wealth Management
Colorado
$438K