iShares Core Conservative Allocation ETF
AOK
AOK
149 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
34% less capital invested
Capital invested by funds: $257M → $171M (-$86M)
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
Holders
149
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$6.25M | |
| 2 | +$5.92M | |
| 3 | +$2.06M | |
| 4 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$1.08M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$933K |
Top Sellers
| 1 | -$23.7M | |
| 2 | -$21.3M | |
| 3 | -$15.9M | |
| 4 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$13M |
| 5 |
Morgan Stanley
New York
|
-$5.07M |
