iShares Core Conservative Allocation ETF
AOK
167 hedge funds and large institutions have $226M invested in iShares Core Conservative Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 9 closing their positions.
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
51% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 43
43% more capital invested
Capital invested by funds: $158M → $226M (+$67.7M)
11% more funds holding
Funds holding: 151 → 167 (+16)
6.83% more ownership
Funds ownership: 24.12% → 30.95% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$15.7M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$14.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.04M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.85M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.07M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.05M |
| 3 |
JP Morgan Chase
New York
|
-$1.47M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$474K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$300K |
AOK Hedge Fund Activity: Q4 2025 in Review
167 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q4 2025, worth a combined $226M — up 43% from $158M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AOK positions and 9 closed out — a net gain of 19 holders — while 65 added to existing stakes and 43 trimmed.
The largest buyer was Strategic Investment Solutions, opening a new position worth an estimated $15.7M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $2.07M sold.
- 167 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q4 2025, up from 151 in Q3 2025.
- Funds reported $226M of iShares Core Conservative Allocation ETF stock for Q4 2025, up 43% quarter-over-quarter.
- 28 funds opened new iShares Core Conservative Allocation ETF positions in Q4 2025 and 9 closed out, a net change of +19 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q4 2025 was Strategic Investment Solutions, an estimated $15.7M added.
- The largest iShares Core Conservative Allocation ETF seller in Q4 2025 was Avalon Capital Management, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2025.