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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
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$40.2M
AssetMark Inc
2
AssetMark Inc
California
$21.1M
Morgan Stanley
3
Morgan Stanley
New York
$15.6M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.6M
MFIM
5
Mesirow Financial Investment Management
Illinois
$12.8M
LPL Financial
6
LPL Financial
California
$12.2M
Wells Fargo
7
Wells Fargo
California
$11.8M
WA
8
Waverly Advisors
Alabama
$11M
LIA
9
LBMC Investment Advisors
Tennessee
$10.4M
Bank of America
10
Bank of America
North Carolina
$10.1M
EIG
11
Ellenbecker Investment Group
Wisconsin
$9.83M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.72M
JSA
13
Jim Saulnier & Associates
Colorado
$8.37M
PAMG
14
Patton Albertson Miller Group
Tennessee
$8.35M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.21M
FIA
16
Foundations Investment Advisors
Arizona
$6.67M
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$6.48M
GM
18
GeoWealth Management
Illinois
$6.26M
KPWS
19
Kestra Private Wealth Services
Texas
$6M
UW
20
Unique Wealth
Florida
$5.43M
FAIM
21
Financial Advocates Investment Management
Washington
$5.3M
FPAS
22
Focus Partners Advisor Solutions
Missouri
$4.91M
WA
23
Wealth Alliance
New York
$4.9M
Osaic Holdings
24
Osaic Holdings
Arizona
$4.85M
CWA
25
Consilium Wealth Advisory
Texas
$4.85M