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iShares Core 80/20 Aggressive Allocation ETF
AOA

Overview Fund Activity

342 hedge funds and large institutions have $487M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
HI
Harbour Investments
Wisconsin
+$3.03M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.5M
4
JSA
Jim Saulnier & Associates
Colorado
+$2.27M
5
EIG
Ellenbecker Investment Group
Wisconsin
+$1.74M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$37.2M
2
Stifel Financial
Stifel Financial
Missouri
-$21.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$17.2M
4
EP
Essential Planning
New Hampshire
-$5.78M
5
ACP
Aveo Capital Partners
Colorado
-$5.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
201
Main Street Financial Solutions
Pennsylvania
$306K – – –
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$301K -$2.7M -35,375 -90%
CFA
203
Cahill Financial Advisors
Minnesota
$300K -$76.5K -1,000 -20%
HWM
204
HB Wealth Management
Georgia
$296K +$14.9K +195 +5%
SFWC
205
Strategic Family Wealth Counselors
New Jersey
$293K – – –
SCM
206
Saxony Capital Management
Missouri
$292K -$20.8K -272 -7%
SWA
207
Sax Wealth Advisors
New Jersey
$280K +$18.4K +240 +7%
C1AG
208
Client 1st Advisory Group
Florida
$279K -$12.4K -162 -4%
HHGA
209
Halbert Hargrove Global Advisors
California
$279K -$14.1K -184 -5%
AIM
210
Acropolis Investment Management
Missouri
$278K -$10.9K -143 -4%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$275K +$139K +1,818 +102%
HFS
212
Hantz Financial Services
Michigan
$274K +$274K +3,587 New
ACM
213
Altrius Capital Management
North Carolina
$274K +$26.2K +343 +11%
CWA
214
Choice Wealth Advisors
Maine
$270K +$20.3K +266 +8%
AIA
215
Arbor Investment Advisors
North Carolina
$267K -$91K -1,189 -25%
AP
216
Adero Partners
California
$263K +$263K +3,443 New
BA
217
Bellwether Advisors
Nebraska
$261K -$4.28K -56 -2%
HI
218
Harper Investing
California
$261K +$261K +3,411 New
MAM
219
Milestone Asset Management
Pennsylvania
$260K +$260K +3,396 New
WDL
220
Well Done LLC
Michigan
$257K +$12.6K +164 +5%
NCM
221
New Capital Management
Texas
$254K -$11K -144 -4%
PJWM
222
Philip James Wealth Mangement
Georgia
$252K -$68.8K -899 -21%
NL
223
NVWM LLC
Pennsylvania
$252K +$10.5K +137 +4%
Comerica Bank
224
Comerica Bank
Texas
$252K -$116K -1,512 -31%
MWM
225
Mission Wealth Management
California
$250K +$250K +3,274 New
7 8
9
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