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iShares Core 80/20 Aggressive Allocation ETF

395 hedge funds and large institutions have $725M invested in iShares Core 80/20 Aggressive Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 113 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
AF
1
Align Financial
Minnesota
$69.7M
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$49.6M
LPL Financial
3
LPL Financial
California
$23.9M
Wells Fargo
4
Wells Fargo
California
$22.1M
AssetMark Inc
5
AssetMark Inc
California
$21.5M
JSA
6
Jim Saulnier & Associates
Colorado
$17.2M
FIA
7
Foundations Investment Advisors
Arizona
$16.1M
EIG
8
Ellenbecker Investment Group
Wisconsin
$15.9M
MFIM
9
Mesirow Financial Investment Management
Illinois
$13.9M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$13.6M
Stifel Financial
11
Stifel Financial
Missouri
$13.3M
Raymond James Financial
12
Raymond James Financial
Florida
$12.6M
Morgan Stanley
13
Morgan Stanley
New York
$12.5M
WA
14
Waverly Advisors
Alabama
$12M
Bank of America
15
Bank of America
North Carolina
$11.3M
LIA
16
LBMC Investment Advisors
Tennessee
$11.2M
PAMG
17
Patton Albertson Miller Group
Tennessee
$9.61M
KAS
18
Kestra Advisory Services
Texas
$9.27M
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$8.67M
CI
20
CX Institutional
Indiana
$8.46M
KPWS
21
Kestra Private Wealth Services
Texas
$8.26M
WWM
22
Western Wealth Management
Colorado
$6.97M
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$6.89M
PCG
24
Prosperity Consulting Group
Maryland
$6.76M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.47M