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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
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
DP
201
Divergent Planning
Maryland
$454K
KA
202
Klingman & Associates
New York
$449K
VT
203
Vise Technologies
New York
$449K
AGWCA
204
Annis Gardner Whiting Capital Advisors
Florida
$442K
RL
205
Retireful LLC
Michigan
$427K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$425K
AAP
207
Arax Advisory Partners
Colorado
$422K
IAS
208
IMA Advisory Services
Colorado
$421K
CWA
209
Centerline Wealth Advisors
Kentucky
$416K
HI
210
Harper Investing
California
$413K
BWM
211
BCGM Wealth Management
Indiana
$410K
CFA
212
Cahill Financial Advisors
Minnesota
$397K
KNW
213
Kesler Norman & Wride
Utah
$391K
IWC
214
Integrated Wealth Concepts
Massachusetts
$389K
AIA
215
Arbor Investment Advisors
North Carolina
$382K
EA
216
Efficient Advisors
Ohio
$381K
NL
217
NVWM LLC
Pennsylvania
$381K
Truist Financial
218
Truist Financial
North Carolina
$370K
HIS
219
Harvest Investment Services
Illinois
$368K
FC
220
FCA Corp
Texas
$366K
SPWM
221
Smith Partners Wealth Management
North Carolina
$366K
TPWM
222
Twelve Points Wealth Management
Massachusetts
$365K
SF
223
SWP Financial
California
$363K
BA
224
Bellwether Advisors
Nebraska
$357K
GC
225
Gould Capital
Washington
$355K