iShares Core Conservative Allocation ETF
AOK
AOK
148 hedge funds and large institutions have $157M invested in iShares Core Conservative Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
13% less capital invested
Capital invested by funds: $181M → $157M (-$23.6M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Holders
148
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.07M | |
| 2 | +$1.87M | |
| 3 | +$1.64M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.25M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$975K |
Top Sellers
| 1 | -$9.12M | |
| 2 | -$8.58M | |
| 3 | -$6M | |
| 4 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$3.91M |
| 5 |
AWA
Archvest Wealth Advisors
Concord,
California
|
-$3.68M |
