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iShares Core 80/20 Aggressive Allocation ETF

352 hedge funds and large institutions have $580M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$39.7M
2 +$3.13M
3 +$2.21M
4
UBS Group
UBS Group
Switzerland
+$1.77M
5
SC
Savant Capital
Illinois
+$1.69M

Top Sellers

1 -$5.66M
2 -$4.28M
3 -$3.3M
4
ECA
Elevation Capital Advisory
Oregon
-$3.11M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$44.3M
CI
2
CX Institutional
Indiana
$39.8M
AssetMark Inc
3
AssetMark Inc
California
$22.3M
LPL Financial
4
LPL Financial
California
$14.4M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.4M
MFIM
6
Mesirow Financial Investment Management
Illinois
$12.9M
WA
7
Waverly Advisors
Alabama
$12.3M
JSA
8
Jim Saulnier & Associates
Colorado
$12.3M
EIG
9
Ellenbecker Investment Group
Wisconsin
$11.4M
Morgan Stanley
10
Morgan Stanley
New York
$11.3M
LIA
11
LBMC Investment Advisors
Tennessee
$11.2M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$11M
Bank of America
13
Bank of America
North Carolina
$10.3M
Wells Fargo
14
Wells Fargo
California
$9.59M
FIA
15
Foundations Investment Advisors
Arizona
$9.49M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.31M
PAMG
17
Patton Albertson Miller Group
Tennessee
$8.64M
GM
18
GeoWealth Management
Illinois
$7.11M
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$6.93M
KPWS
20
Kestra Private Wealth Services
Texas
$6.93M
UW
21
Unique Wealth
Florida
$6.39M
FAIM
22
Financial Advocates Investment Management
Washington
$5.94M
FPAS
23
Focus Partners Advisor Solutions
Missouri
$5.52M
CWA
24
Consilium Wealth Advisory
Texas
$5.39M
WA
25
Wealth Alliance
New York
$5.27M