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iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

150 hedge funds and large institutions have $181M invested in iShares Core Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+2
Holders Change %
+1.35%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
57
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
Elevation Capital Advisory
Oregon
+$9.26M
2
WA
Win Advisors
Florida
+$8.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.4M
4
VWA
Visionary Wealth Advisors
Illinois
+$3.91M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$1.33M

Top Sellers

1
AAS
Ameritas Advisory Services
Nebraska
-$6.44M
2
CFP
Curran Financial Partners
South Carolina
-$6.05M
3
TC
Trilogy Capital
California
-$4.45M
4
CAM
Congress Asset Management
Massachusetts
-$4.26M
5
RIL
Rothschild Investment LLC
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFL
51
Wealth Forward LLC
North Dakota
$674K -$11.3K -288 -2%
MWM
52
Modera Wealth Management
New Jersey
$646K – – –
EH
53
Equitable Holdings
New York
$612K -$126K -3,213 -17%
AFP
54
Ausdal Financial Partners
Iowa
$572K +$1.8K +46 +0.3%
SFG
55
Sovereign Financial Group
Connecticut
$561K +$131K +3,355 +30%
PCG
56
Prosperity Consulting Group
Maryland
$531K +$6.64K +170 +1%
PFS
57
Prospera Financial Services
Texas
$512K -$78.4K -2,007 -13%
AWM
58
AE Wealth Management
Kansas
$508K -$24.7K -631 -5%
VFG
59
Valley Financial Group
Pennsylvania
$486K -$13.2K -337 -3%
UW
60
Unique Wealth
Florida
$482K +$482K +12,337 New
SOS
61
Silver Oak Securities
Tennessee
$460K +$81.6K +2,089 +22%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$445K – – –
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$429K – – –
MC
64
Moors & Cabot
Massachusetts
$418K +$418K +10,697 New
WC
65
Waterloo Capital
Texas
$417K +$62.9K +1,610 +18%
MFA
66
Millington Financial Advisors
Illinois
$410K +$14.4K +368 +4%
PGF
67
Plan Group Financial
Oklahoma
$403K +$1.6K +41 +0.4%
VFS
68
Valpey Financial Services
New Hampshire
$377K +$377K +9,641 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$376K -$3.91K -100 -1%
IWP
70
Insight Wealth Partners
Texas
$367K – – –
RFA
71
RTD Financial Advisors
Pennsylvania
$355K +$4.02K +103 +1%
CFD
72
Creative Financial Designs
Indiana
$355K +$18.6K +475 +6%
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$335K +$2.93K +75 +0.9%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$331K – – –
KAS
75
Kestra Advisory Services
Texas
$329K +$9.89K +253 +3%
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3
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