AOK icon

iShares Core Conservative Allocation ETF
AOK

Overview Fund Activity

148 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
Holders
148
Holders Change
-15
Holders Change %
-9.2%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
51
Reduced
56
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$6.25M
2
CFP
Curran Financial Partners
South Carolina
+$5.92M
3
VWA
Visionary Wealth Advisors
Illinois
+$2.06M
4
KFP
KMG Fiduciary Partners
Ohio
+$1.08M
5
OCM
One Capital Management
California
+$933K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.7M
2
Raymond James Financial
Raymond James Financial
Florida
-$21.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$15.9M
4
FA
Forefront Analytics
Pennsylvania
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$318K – – –
MML Investors Services
77
MML Investors Services
Massachusetts
$310K -$9.6K -255 -3%
KAS
78
Kestra Advisory Services
Texas
$308K -$76.2K -2,026 -20%
RAM
79
Redmond Asset Management
Virginia
$303K – – –
VCP
80
Verus Capital Partners
Arizona
$290K – – –
PWM
81
Prentice Wealth Management
New York
$289K +$289K +7,674 New
TWP
82
Tempus Wealth Planning
California
$288K +$226 +6 +0.1%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$277K -$403K -10,720 -59%
CPIG
84
Chicago Partners Investment Group
Illinois
$274K -$21.4K -568 -7%
SWM
85
Spire Wealth Management
Virginia
$268K -$100K -2,662 -27%
FCFC
86
First Commonwealth Financial Corp
Pennsylvania
$263K +$263K +7,000 New
BFS
87
BridgePort Financial Solutions
Iowa
$263K +$49.7K +1,321 +23%
NAS
88
Nicolet Advisory Services
Wisconsin
$260K +$839 +23 +0.3%
BCI
89
Brinker Capital Investments
Pennsylvania
$259K +$2.03K +54 +0.8%
OPS
90
Orion Portfolio Solutions
Nebraska
$259K +$2.03K +54 +0.8%
WDL
91
Well Done LLC
Michigan
$252K -$4.7K -126 -2%
IAS
92
IMA Advisory Services
Colorado
$247K +$1.6K +45 +0.7%
UWM
93
USAdvisors Wealth Management
Minnesota
$246K +$752 +20 +0.3%
MAWA
94
Moss Adams Wealth Advisors
Washington
$232K +$2.37K +63 +1%
IF
95
Integrity Financial
Wyoming
$228K -$4.37K -116 -2%
DWM
96
Dakota Wealth Management
Florida
$224K -$17K -451 -7%
KOC
97
Koss-Olinger Consulting
Florida
$217K +$217K +5,767 New
AAS
98
Avantax Advisory Services
Texas
$213K +$213K +5,650 New
IA
99
IFP Advisors
Florida
$203K -$1.2K -32 -0.6%
CTC
100
Central Trust Company
Missouri
$159K +$489 +13 +0.3%
2 3
4
5 6