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iShares Core Conservative Allocation ETF
AOK

165 hedge funds and large institutions have $257M invested in iShares Core Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

57% more capital invested

Capital invested by funds: $163M → $257M (+$93.7M)

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

7.78% more ownership

Funds ownership: 26.55% → 34.33% (+7.8%)

6% more funds holding

Funds holding: 155 → 165 (+10)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
165
Holders Change
+10
Holders Change %
+6.45%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
57
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.8M
3
FA
Forefront Analytics
Pennsylvania
+$13.2M
4
Wells Fargo
Wells Fargo
California
+$5.89M
5
Morgan Stanley
Morgan Stanley
New York
+$5.49M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$5.68M
2
GM
GeoWealth Management
Illinois
-$4.36M
3
OMC
Old Mission Capital
Illinois
-$1.56M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.37M
5
CIAS
Capital Investment Advisory Services
North Carolina
-$931K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
151
Coston McIsaac & Partners
Maine
$16K +$228 +6 +1%
TPCW
152
TD Private Client Wealth
New York
$14.7K +$15K +394 New
HIA
153
Harbor Investment Advisory
Maryland
$12.9K +$304 +8 +2%
SS
154
Sunbelt Securities
Texas
$11.8K +$646 +17 +6%
FWM
155
FSA Wealth Management
Massachusetts
$10.7K – – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$10.2K +$304 +8 +3%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$9.32K -$380 -10 -4%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$7.24K -$8.29K -218 -53%
MWM
159
Mascoma Wealth Management
New Hampshire
$7.2K – – –
NL
160
NVWM LLC
Pennsylvania
$6.79K – – –
FP
161
Financial Perspectives
Minnesota
$5.78K – – –
HWM
162
Horizons Wealth Management
North Carolina
$5.67K +$152 +4 +3%
SWM
163
Sugarloaf Wealth Management
Georgia
$4.23K +$38 +1 +0.9%
PA
164
Pineridge Advisors
Missouri
$2.13K +$38 +1 +2%
CA
165
Continuum Advisory
Idaho
$1.04K – – –
TRCT
166
Tower Research Capital (TRC)
New York
$37 – – –
ECA
167
Elevation Capital Advisory
Oregon
– -$5.68M -146,870 Closed
OMC
168
Old Mission Capital
Illinois
– -$1.56M -40,381 Closed
Citadel Advisors
169
Citadel Advisors
Florida
– -$1.37M -35,548 Closed
GS
170
GTS Securities
New York
– -$920K -23,800 Closed
RW
171
REDW Wealth
New Mexico
– -$644K -16,665 Closed
IWC
172
Integrated Wealth Concepts
Massachusetts
– -$409K -10,576 Closed
EIG
173
Ellenbecker Investment Group
Wisconsin
– -$248K -6,418 Closed
AAS
174
Ameritas Advisory Services
Nebraska
– -$246K -6,352 Closed
KOC
175
Koss-Olinger Consulting
Florida
– -$223K -5,779 Closed
4 5 6
7
8

AOK Hedge Fund Activity: Q4 2024 in Review

165 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2024, worth a combined $257M — up 57% from $163M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AOK positions and 17 closed out — a net gain of 16 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $25.6M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.68M sold.

  • 165 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2024, up from 155 in Q3 2024.
  • Funds reported $257M of iShares Core Conservative Allocation ETF stock for Q4 2024, up 57% quarter-over-quarter.
  • 33 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2024 and 17 closed out, a net change of +16 holders.
  • The largest iShares Core Conservative Allocation ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $25.6M added.
  • The largest iShares Core Conservative Allocation ETF seller in Q4 2024 was Elevation Capital Advisory, an estimated $5.68M sold.

Based on aggregated 13F filings for Q4 2024.