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iShares Core Conservative Allocation ETF
AOK

150 hedge funds and large institutions have $158M 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, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 152 → 150 (-2)

3.89% less ownership

Funds ownership: 27.92% → 24.03% (-3.9%)

13% less capital invested

Capital invested by funds: $181M → $158M (-$23.3M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
55
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Avalon Capital Management
California
+$2.03M
2
LPL Financial
LPL Financial
California
+$1.83M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.61M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.23M
5
Bank of America
Bank of America
North Carolina
+$956K

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$8.95M
2
WA
Win Advisors
Florida
-$8.58M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.88M
4
CFP
Curran Financial Partners
South Carolina
-$3.84M
5
AWA
Archvest Wealth Advisors
California
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
151
Fortitude Family Office
Arizona
$4 – – –
WA
152
Win Advisors
Florida
– -$8.58M -219,617 Closed
Goldman Sachs
153
Goldman Sachs
New York
– -$690K -17,660 Closed
PFS
154
Prospera Financial Services
Texas
– -$512K -13,115 Closed
MC
155
Moors & Cabot
Massachusetts
– -$418K -10,697 Closed
RAM
156
Redmond Asset Management
Virginia
– -$311K -7,960 Closed
TC
157
Trilogy Capital
California
– -$228K -5,833 Closed
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
– -$91.6K -2,344 Closed
AAP
159
Arax Advisory Partners
Colorado
– -$63.2K -1,619 Closed
SIS
160
Sound Income Strategies
Florida
– -$35.6K -912 Closed
TPCW
161
TD Private Client Wealth
New York
– -$29K -743 Closed
BA
162
Bellwether Advisors
Nebraska
– -$25.2K -646 Closed
MYIA
163
Mount Yale Investment Advisors
Colorado
– -$13K -332 Closed
CIAS
164
Capital Investment Advisory Services
North Carolina
– -$508 -13 Closed
3 4 5 6
7

AOK Hedge Fund Activity: Q3 2025 in Review

150 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q3 2025, worth a combined $158M — down 13% from $181M a quarter earlier.

Fund positioning in AOK was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 55 added to existing stakes and 51 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Elevation Capital Advisory, cutting an estimated $8.95M.

  • 150 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q3 2025, down from 152 in Q2 2025.
  • Funds reported $158M of iShares Core Conservative Allocation ETF stock for Q3 2025, down 13% quarter-over-quarter.
  • 14 funds opened new iShares Core Conservative Allocation ETF positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest iShares Core Conservative Allocation ETF buyer in Q3 2025 was Avalon Capital Management, an estimated $2.03M added.
  • The largest iShares Core Conservative Allocation ETF seller in Q3 2025 was Elevation Capital Advisory, an estimated $8.95M sold.

Based on aggregated 13F filings for Q3 2025.