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iShares Core Conservative Allocation ETF
AOK

152 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, 58 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

6% more capital invested

Capital invested by funds: $171M → $181M (+$10.3M)

1% more funds holding

Funds holding: 150 → 152 (+2)

0.85% more ownership

Funds ownership: 27.07% → 27.92% (+0.85%)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
2%
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
58
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
+$8.96M
2
WA
Win Advisors
Florida
+$8.31M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.26M
4
VWA
Visionary Wealth Advisors
Illinois
+$3.79M
5
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$6.24M
2
CFP
Curran Financial Partners
South Carolina
-$5.86M
3
TC
Trilogy Capital
California
-$4.3M
4
CAM
Congress Asset Management
Massachusetts
-$4.12M
5
RIL
Rothschild Investment LLC
Illinois
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
76
Focus Partners Advisor Solutions
Missouri
$321K +$311K +8,217 New
AAS
77
Avantax Advisory Services
Texas
$319K +$95.3K +2,519 +45%
AL
78
Aspiriant LLC
California
$315K +$305K +8,060 New
RAM
79
Redmond Asset Management
Virginia
$311K -$3.78K -100 -1%
GM
80
GeoWealth Management
Illinois
$309K -$704K -18,615 -70%
DWM
81
Darwin Wealth Management
Florida
$301K -$82.6K -2,185 -22%
CPIG
82
Chicago Partners Investment Group
Illinois
$286K +$1.81K +48 +0.7%
TWP
83
Tempus Wealth Planning
California
$282K -$15.8K -417 -5%
VCP
84
Verus Capital Partners
Arizona
$281K -$19.8K -523 -7%
NAS
85
Nicolet Advisory Services
Wisconsin
$279K +$1.36K +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 +$11K +291 +4%
WDL
90
Well Done LLC
Michigan
$264K – – –
Citadel Advisors
91
Citadel Advisors
Florida
$260K +$251K +6,642 New
UWM
92
USAdvisors Wealth Management
Minnesota
$256K +$1.29K +34 +0.5%
MAWA
93
Moss Adams Wealth Advisors
Washington
$242K +$1.13K +30 +0.5%
TCG
94
Transcendent Capital Group
Oklahoma
$230K +$222K +5,877 New
TC
95
Trilogy Capital
California
$228K -$4.3M -113,790 -95%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$222K -$244K -6,455 -53%
IF
97
Integrity Financial
Wyoming
$212K -$23.2K -614 -10%
IA
98
IFP Advisors
Florida
$212K +$756 +20 +0.4%
AF
99
Allworth Financial
California
$140K +$2.91K +77 +2%
PS
100
Principal Securities
Iowa
$138K +$134K +3,541 New
2 3
4
5 6

AOK Hedge Fund Activity: Q2 2025 in Review

152 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2025, worth a combined $181M — up 6.1% from $171M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AOK positions and 17 closed out — a net gain of 3 holders — while 58 added to existing stakes and 50 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $8.96M. The largest seller was Ameritas Advisory Services, cutting an estimated $6.24M.

  • 152 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2025, up from 150 in Q1 2025.
  • Funds reported $181M of iShares Core Conservative Allocation ETF stock for Q2 2025, up 6.1% quarter-over-quarter.
  • 20 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2025 and 17 closed out, a net change of +3 holders.
  • The largest iShares Core Conservative Allocation ETF buyer in Q2 2025 was Elevation Capital Advisory, an estimated $8.96M added.
  • The largest iShares Core Conservative Allocation ETF seller in Q2 2025 was Ameritas Advisory Services, an estimated $6.24M sold.

Based on aggregated 13F filings for Q2 2025.