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iShares Core Conservative Allocation ETF
AOK
AOK
163 hedge funds and large institutions have $217M invested in iShares Core Conservative Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 45
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
5% less capital invested
Capital invested by funds: $227M → $217M (-$10.3M)
2% less funds holding
Funds holding: 166 → 163 (-3)
2.03% less ownership
Funds ownership: 31.06% → 29.03% (-2%)
Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
20
Increased
70
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$15.2M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$4.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.41M |
| 4 |
Morgan Stanley
New York
|
-$2.78M |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$2.35M |
