iShares Core Conservative Allocation ETF
AOK
153 hedge funds and large institutions have $182M invested in iShares Core Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 17 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
6% more capital invested
Capital invested by funds: $171M → $182M (+$10.4M)
1% more funds holding
Funds holding: 151 → 153 (+2)
0.86% more ownership
Funds ownership: 27.17% → 28.03% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$8.96M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$8.31M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.26M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$3.79M |
| 5 |
TCMP
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$6.24M |
| 2 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$5.86M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$4.3M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$4.12M |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
-$1.12M |
AOK Hedge Fund Activity: Q2 2025 in Review
153 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2025, worth a combined $182M — 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 59 added to existing stakes and 49 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.
- 153 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2025, up from 151 in Q1 2025.
- Funds reported $182M 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.