iShares Core Conservative Allocation ETF
AOK
151 hedge funds and large institutions have $171M invested in iShares Core Conservative Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 30 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.27% less ownership
Funds ownership: 34.44% → 27.17% (-7.3%)
9% less funds holding
Funds holding: 166 → 151 (-15)
12% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 57
33% less capital invested
Capital invested by funds: $258M → $171M (-$86.2M)
43% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$6.26M |
| 2 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
+$5.93M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$2.06M |
| 4 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$1.08M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$934K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.8M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$21.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$15.9M |
| 4 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$13M |
| 5 |
Morgan Stanley
New York
|
-$5.08M |
AOK Hedge Fund Activity: Q1 2025 in Review
151 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2025, worth a combined $171M — down 33% from $258M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of AOK and 17 opened new positions — a net loss of 13 holders — while 57 trimmed existing stakes and 50 added.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $6.26M. The largest seller was Envestnet Asset Management, cutting an estimated $23.8M.
- 151 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2025, down from 166 in Q4 2024.
- Funds reported $171M of iShares Core Conservative Allocation ETF stock for Q1 2025, down 33% quarter-over-quarter.
- 17 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2025 and 30 closed out, a net change of -13 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2025 was Ameritas Advisory Services, an estimated $6.26M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2025.