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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRA
201
Secured Retirement Advisors
Minnesota
$366K -$17.3K -207 -4%
BA
202
Bellwether Advisors
Nebraska
$365K +$80.5K +965 +28%
MWM
203
Mission Wealth Management
California
$361K +$87.8K +1,053 +32%
CFA
204
Cahill Financial Advisors
Minnesota
$356K +$29.3K +351 +9%
BWM
205
BCGM Wealth Management
Indiana
$354K -$250 -3 -0.1%
AIA
206
Arbor Investment Advisors
North Carolina
$351K +$59.7K +716 +21%
SF
207
SWP Financial
California
$347K
SWA
208
Sax Wealth Advisors
New Jersey
$339K +$34.2K +410 +11%
HIS
209
Harvest Investment Services
Illinois
$339K -$1.42K -17 -0.4%
APWA
210
Atlas Private Wealth Advisors
New Jersey
$334K -$417 -5 -0.1%
MSFS
211
Main Street Financial Solutions
Pennsylvania
$334K
WDL
212
Well Done LLC
Michigan
$331K +$51.1K +613 +18%
NL
213
NVWM LLC
Pennsylvania
$330K +$55.2K +662 +20%
HWM
214
HB Wealth Management
Georgia
$326K +$3.09K +37 +1%
FSG
215
Financial Strategies Group
Michigan
$320K -$81.3K -979 -20%
DWM
216
Diversify Wealth Management
Utah
$316K +$38.5K +452 +14%
AIM
217
Acropolis Investment Management
Missouri
$304K +$917 +11 +0.3%
HHGA
218
Halbert Hargrove Global Advisors
California
$300K -$3.84K -46 -1%
CWA
219
Choice Wealth Advisors
Maine
$294K -$250 -3 -0.1%
NCM
220
New Capital Management
Texas
$291K +$13.1K +157 +5%
MAM
221
Milestone Asset Management
Pennsylvania
$290K +$6.67K +80 +2%
ACM
222
Altrius Capital Management
North Carolina
$287K -$12K -144 -4%
MAG
223
Mayfair Advisory Group
Alabama
$284K +$17.5K +207 +7%
SOS
224
Silver Oak Securities
Tennessee
$283K +$283K +3,397 New
C1AG
225
Client 1st Advisory Group
Florida
$277K -$27.4K -329 -9%