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iShares Core 80/20 Aggressive Allocation ETF

342 hedge funds and large institutions have $487M 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, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
36
Increased
134
Reduced
114
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$40.2M +$790K +10,332 +2%
AssetMark Inc
2
AssetMark Inc
California
$21.1M +$247K +3,228 +1%
Morgan Stanley
3
Morgan Stanley
New York
$15.6M -$4.56M -59,589 -23%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.6M -$532K -6,960 -4%
MFIM
5
Mesirow Financial Investment Management
Illinois
$12.8M +$527K +6,892 +4%
LPL Financial
6
LPL Financial
California
$12.2M +$107K +1,401 +0.9%
Wells Fargo
7
Wells Fargo
California
$11.8M -$37.2M -486,388 -76%
WA
8
Waverly Advisors
Alabama
$11M +$68.2K +891 +0.6%
LIA
9
LBMC Investment Advisors
Tennessee
$10.4M -$132K -1,729 -1%
Bank of America
10
Bank of America
North Carolina
$10.1M +$195K +2,554 +2%
EIG
11
Ellenbecker Investment Group
Wisconsin
$9.83M +$1.74M +22,761 +22%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$8.72M +$3.38M +44,152 +63%
JSA
13
Jim Saulnier & Associates
Colorado
$8.37M +$2.27M +29,731 +37%
PAMG
14
Patton Albertson Miller Group
Tennessee
$8.35M +$38.7K +506 +0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.21M +$109K +1,428 +2%
FIA
16
Foundations Investment Advisors
Arizona
$6.67M +$1.13M +14,761 +20%
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$6.48M -$467K -6,109 -7%
GM
18
GeoWealth Management
Illinois
$6.26M -$3.51M -45,917 -36%
KPWS
19
Kestra Private Wealth Services
Texas
$6M +$616K +8,051 +11%
UW
20
Unique Wealth
Florida
$5.43M -$423K -5,526 -7%
FAIM
21
Financial Advocates Investment Management
Washington
$5.3M +$198K +2,583 +4%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$4.91M +$182K +2,381 +4%
WA
23
Wealth Alliance
New York
$4.9M -$59.9K -783 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.85M +$2.5M +32,650 +106%
CWA
25
Consilium Wealth Advisory
Texas
$4.85M +$336K +4,387 +7%