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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $582M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$371K
SRA
202
Secured Retirement Advisors
Minnesota
$366K
BA
203
Bellwether Advisors
Nebraska
$365K
MWM
204
Mission Wealth Management
California
$361K
CFA
205
Cahill Financial Advisors
Minnesota
$356K
BWM
206
BCGM Wealth Management
Indiana
$354K
AIA
207
Arbor Investment Advisors
North Carolina
$351K
SF
208
SWP Financial
California
$347K
SWA
209
Sax Wealth Advisors
New Jersey
$339K
HIS
210
Harvest Investment Services
Illinois
$339K
APWA
211
Atlas Private Wealth Advisors
New Jersey
$334K
MSFS
212
Main Street Financial Solutions
Pennsylvania
$334K
WDL
213
Well Done LLC
Michigan
$331K
NL
214
NVWM LLC
Pennsylvania
$330K
HWM
215
HB Wealth Management
Georgia
$326K
FSG
216
Financial Strategies Group
Michigan
$320K
DWM
217
Diversify Wealth Management
Utah
$316K
AIM
218
Acropolis Investment Management
Missouri
$304K
HHGA
219
Halbert Hargrove Global Advisors
California
$300K
CWA
220
Choice Wealth Advisors
Maine
$294K
NCM
221
New Capital Management
Texas
$291K
MAM
222
Milestone Asset Management
Pennsylvania
$290K
ACM
223
Altrius Capital Management
North Carolina
$287K
MAG
224
Mayfair Advisory Group
Alabama
$284K
SOS
225
Silver Oak Securities
Tennessee
$283K