AOA icon

iShares Core 80/20 Aggressive Allocation ETF

401 hedge funds and large institutions have $727M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
MML Investors Services
201
MML Investors Services
Massachusetts
$458K
DP
202
Divergent Planning
Maryland
$454K
KA
203
Klingman & Associates
New York
$449K
VT
204
Vise Technologies
New York
$449K
CFG
205
Compass Financial Group
Ohio
$445K
AGWCA
206
Annis Gardner Whiting Capital Advisors
Florida
$442K
RL
207
Retireful LLC
Michigan
$427K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$425K
AAP
209
Arax Advisory Partners
Colorado
$422K
IAS
210
IMA Advisory Services
Colorado
$421K
CWA
211
Centerline Wealth Advisors
Kentucky
$416K
HI
212
Harper Investing
California
$413K
BWM
213
BCGM Wealth Management
Indiana
$410K
CFA
214
Cahill Financial Advisors
Minnesota
$397K
KNW
215
Kesler Norman & Wride
Utah
$391K
IWC
216
Integrated Wealth Concepts
Massachusetts
$389K
AIA
217
Arbor Investment Advisors
North Carolina
$382K
EA
218
Efficient Advisors
Ohio
$381K
NL
219
NVWM LLC
Pennsylvania
$381K
Truist Financial
220
Truist Financial
North Carolina
$370K
HIS
221
Harvest Investment Services
Illinois
$368K
FC
222
FCA Corp
Texas
$366K
SPWM
223
Smith Partners Wealth Management
North Carolina
$366K
TPWM
224
Twelve Points Wealth Management
Massachusetts
$365K
SF
225
SWP Financial
California
$363K