We are live on ! Find out more
AOA icon

iShares Core 80/20 Aggressive Allocation ETF

374 hedge funds and large institutions have $593M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 164 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

45% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 113

5% more funds holding

Funds holding: 356374 (+18)

2% more capital invested

Capital invested by funds: $582M → $593M (+$10.8M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.27% less ownership

Funds ownership: 31.32%30.05% (-1.3%)

Holders
374
Holders Change
+18
Holders Change %
+5.06%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
46
Increased
164
Reduced
113
Closed
21
Calls
$432K
Puts
Net Calls
+$432K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$48M +$1.14M +13,408 +3%
AssetMark Inc
2
AssetMark Inc
California
$21.4M -$2.09M -24,503 -9%
LPL Financial
3
LPL Financial
California
$17.5M +$2.29M +26,942 +16%
MFIM
4
Mesirow Financial Investment Management
Illinois
$13.7M -$5.79K -68 -0%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.6M -$619K -7,273 -5%
Wells Fargo
6
Wells Fargo
California
$13.5M +$3.3M +38,793 +34%
JSA
7
Jim Saulnier & Associates
Colorado
$13.5M +$494K +5,800 +4%
FIA
8
Foundations Investment Advisors
Arizona
$13.4M +$3.23M +37,943 +33%
WA
9
Waverly Advisors
Alabama
$12.9M -$135K -1,591 -1%
EIG
10
Ellenbecker Investment Group
Wisconsin
$12.8M +$743K +8,724 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$12.1M +$480K +5,638 +4%
LIA
12
LBMC Investment Advisors
Tennessee
$11.6M -$274K -3,219 -2%
Morgan Stanley
13
Morgan Stanley
New York
$11.2M -$747K -8,778 -6%
Bank of America
14
Bank of America
North Carolina
$10.8M -$42.8K -503 -0.4%
PAMG
15
Patton Albertson Miller Group
Tennessee
$9.39M +$252K +2,957 +3%
CI
16
CX Institutional
Indiana
$8.27M -$32.6M -382,937 -80%
KPWS
17
Kestra Private Wealth Services
Texas
$8.18M +$826K +9,704 +12%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$7.94M +$7.67M +90,063 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.81M -$1.96M -23,044 -21%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$6.47M -$831K -9,755 -12%
GM
21
GeoWealth Management
Illinois
$6.43M -$1.04M -12,199 -14%
FAIM
22
Financial Advocates Investment Management
Washington
$6.31M +$29.1K +342 +0.5%
UW
23
Unique Wealth
Florida
$6.25M -$488K -5,729 -7%
PCG
24
Prosperity Consulting Group
Maryland
$6.25M +$955K +11,218 +19%
CWA
25
Consilium Wealth Advisory
Texas
$5.76M +$56.6K +665 +1%