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iShares Core 80/20 Aggressive Allocation ETF

350 hedge funds and large institutions have $576M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
4.69%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
37
Increased
168
Reduced
99
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$44.3M +$483K +5,791 +1%
CI
2
CX Institutional
Indiana
$39.8M +$39.7M +475,983 +58,403%
AssetMark Inc
3
AssetMark Inc
California
$22.3M -$693K -8,315 -3%
LPL Financial
4
LPL Financial
California
$14.4M +$1M +12,016 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.4M -$1.43M -17,111 -10%
MFIM
6
Mesirow Financial Investment Management
Illinois
$12.9M -$970K -11,634 -7%
WA
7
Waverly Advisors
Alabama
$12.3M +$297K +3,567 +2%
JSA
8
Jim Saulnier & Associates
Colorado
$12.3M +$3.13M +37,566 +34%
EIG
9
Ellenbecker Investment Group
Wisconsin
$11.4M +$709K +8,497 +7%
Morgan Stanley
10
Morgan Stanley
New York
$11.3M -$5.66M -67,806 -33%
LIA
11
LBMC Investment Advisors
Tennessee
$11.2M -$91.9K -1,102 -0.8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11M +$1.49M +17,919 +16%
Bank of America
13
Bank of America
North Carolina
$10.3M -$791K -9,487 -7%
Wells Fargo
14
Wells Fargo
California
$9.59M -$3.3M -39,596 -26%
FIA
15
Foundations Investment Advisors
Arizona
$9.49M +$2.21M +26,548 +30%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.31M +$1.45M +17,424 +18%
PAMG
17
Patton Albertson Miller Group
Tennessee
$8.64M -$460K -5,512 -5%
GM
18
GeoWealth Management
Illinois
$7.11M +$276K +3,304 +4%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$6.93M -$131K -1,565 -2%
KPWS
20
Kestra Private Wealth Services
Texas
$6.93M +$386K +4,628 +6%
UW
21
Unique Wealth
Florida
$6.39M +$473K +5,674 +8%
FAIM
22
Financial Advocates Investment Management
Washington
$5.94M +$168K +2,010 +3%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$5.52M +$163K +1,956 +3%
CWA
24
Consilium Wealth Advisory
Texas
$5.39M +$106K +1,276 +2%
WA
25
Wealth Alliance
New York
$5.27M -$68.6K -823 -1%