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iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
201
Annis Gardner Whiting Capital Advisors
Florida
$435K +$420K +4,930 New
DWM
202
Diversify Wealth Management
Utah
$424K +$88.6K +1,040 +28%
BA
203
Bellwether Advisors
Nebraska
$412K +$24.8K +291 +7%
IAS
204
IMA Advisory Services
Colorado
$410K -$508K -5,960 -54%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$408K +$13K +153 +3%
RFG
206
RFP Financial Group
Georgia
$405K -$58.8K -690 -12%
LWMI
207
Legacy Wealth Management (Idaho)
Idaho
$404K +$390K +4,585 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$400K +$7.49K +88 +2%
OMC
209
Old Mission Capital
Illinois
$399K +$386K +4,527 New
BM
210
Berman McAleer
Maryland
$397K +$384K +4,505 New
MML Investors Services
211
MML Investors Services
Massachusetts
$396K -$20.4K -240 -5%
BWM
212
BCGM Wealth Management
Indiana
$396K +$20.8K +244 +6%
SRA
213
Secured Retirement Advisors
Minnesota
$378K -$9.45K -111 -3%
CFA
214
Cahill Financial Advisors
Minnesota
$377K +$1.02K +12 +0.3%
VT
215
Vise Technologies
New York
$375K +$363K +4,260 New
Jane Street
216
Jane Street
New York
$369K +$357K +4,187 New
WDL
217
Well Done LLC
Michigan
$369K +$18.6K +219 +6%
HIS
218
Harvest Investment Services
Illinois
$361K +$2.64K +31 +0.8%
SF
219
SWP Financial
California
$357K -$8.86K -104 -3%
NL
220
NVWM LLC
Pennsylvania
$355K +$5.54K +65 +2%
MSFS
221
Main Street Financial Solutions
Pennsylvania
$353K
GC
222
Gould Capital
Washington
$349K -$73K -857 -18%
AWA
223
Archvest Wealth Advisors
California
$347K -$4.1M -48,112 -92%
SWA
224
Sax Wealth Advisors
New Jersey
$341K -$17.4K -204 -5%
MMA
225
Miracle Mile Advisors
California
$336K -$692K -8,122 -68%