iShares Core Conservative Allocation ETF
AOK
150 hedge funds and large institutions have $158M invested in iShares Core Conservative Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 14 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 51
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 152 → 150 (-2)
3.89% less ownership
Funds ownership: 27.92% → 24.03% (-3.9%)
13% less capital invested
Capital invested by funds: $181M → $158M (-$23.3M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.03M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.83M |
| 3 |
JP Morgan Chase
New York
|
+$1.61M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$956K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$8.95M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$8.58M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.88M |
| 4 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$3.84M |
| 5 |
AWA
Archvest Wealth Advisors
Concord,
California
|
-$3.61M |
AOK Hedge Fund Activity: Q3 2025 in Review
150 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2025, worth a combined $158M — down 13% from $181M a quarter earlier.
Fund positioning in AOK was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 55 added to existing stakes and 51 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.95M.
- 150 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2025, down from 152 in Q2 2025.
- Funds reported $158M of iShares Core Conservative Allocation ETF stock for Q3 2025, down 13% quarter-over-quarter.
- 14 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q3 2025 was Avalon Capital Management, an estimated $2.03M added.
- The largest iShares Core Conservative Allocation ETF seller in Q3 2025 was Elevation Capital Advisory, an estimated $8.95M sold.
Based on aggregated 13F filings for Q3 2025.