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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 %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$321K +$321K +8,217 New
AAS
77
Avantax Advisory Services
Texas
$319K +$98.4K +2,519 +45%
AL
78
Aspiriant LLC
California
$315K +$315K +8,060 New
RAM
79
Redmond Asset Management
Virginia
$311K -$3.91K -100 -1%
GM
80
GeoWealth Management
Illinois
$309K -$727K -18,615 -70%
DWM
81
Darwin Wealth Management
Florida
$301K -$85.4K -2,185 -22%
CPIG
82
Chicago Partners Investment Group
Illinois
$286K +$1.88K +48 +0.7%
TWP
83
Tempus Wealth Planning
California
$282K -$16.3K -417 -5%
VCP
84
Verus Capital Partners
Arizona
$281K -$20.4K -523 -7%
NAS
85
Nicolet Advisory Services
Wisconsin
$279K +$1.4K +36 +0.5%
SWM
86
Spire Wealth Management
Virginia
$278K – – –
FCFC
87
First Commonwealth Financial Corp
Pennsylvania
$273K – – –
BFS
88
BridgePort Financial Solutions
Iowa
$273K – – –
IAS
89
IMA Advisory Services
Colorado
$267K +$10.8K +291 +4%
WDL
90
Well Done LLC
Michigan
$264K – – –
Citadel Advisors
91
Citadel Advisors
Florida
$260K +$260K +6,642 New
UWM
92
USAdvisors Wealth Management
Minnesota
$256K +$1.32K +34 +0.5%
MAWA
93
Moss Adams Wealth Advisors
Washington
$242K +$1.17K +30 +0.5%
TCG
94
Transcendent Capital Group
Oklahoma
$230K +$230K +5,877 New
TC
95
Trilogy Capital
California
$228K -$4.45M -113,790 -95%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$222K -$251K -6,455 -53%
IF
97
Integrity Financial
Wyoming
$212K -$24K -614 -10%
IA
98
IFP Advisors
Florida
$212K +$781 +20 +0.4%
AF
99
Allworth Financial
California
$140K +$3.01K +77 +2%
PS
100
Principal Securities
Iowa
$138K +$138K +3,541 New
2 3
4
5 6