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iShares Core 80/20 Aggressive Allocation ETF

343 hedge funds and large institutions have $490M 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, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
APWA
201
Atlas Private Wealth Advisors
New Jersey
$307K
MSFS
202
Main Street Financial Solutions
Pennsylvania
$306K
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$301K
CFA
204
Cahill Financial Advisors
Minnesota
$300K
HWM
205
HB Wealth Management
Georgia
$296K
SFWC
206
Strategic Family Wealth Counselors
New Jersey
$293K
SCM
207
Saxony Capital Management
Missouri
$292K
SWA
208
Sax Wealth Advisors
New Jersey
$280K
C1AG
209
Client 1st Advisory Group
Florida
$279K
HHGA
210
Halbert Hargrove Global Advisors
California
$279K
AIM
211
Acropolis Investment Management
Missouri
$278K
Fidelity Investments
212
Fidelity Investments
Massachusetts
$275K
HFS
213
Hantz Financial Services
Michigan
$274K
ACM
214
Altrius Capital Management
North Carolina
$274K
CWA
215
Choice Wealth Advisors
Maine
$270K
AIA
216
Arbor Investment Advisors
North Carolina
$267K
AP
217
Adero Partners
California
$263K
BA
218
Bellwether Advisors
Nebraska
$261K
HI
219
Harper Investing
California
$261K
MAM
220
Milestone Asset Management
Pennsylvania
$260K
WDL
221
Well Done LLC
Michigan
$257K
NCM
222
New Capital Management
Texas
$254K
PJWM
223
Philip James Wealth Mangement
Georgia
$252K
NL
224
NVWM LLC
Pennsylvania
$252K
Comerica Bank
225
Comerica Bank
Texas
$252K