iShares Core Conservative Allocation ETF
AOK
163 hedge funds and large institutions have $217M invested in iShares Core Conservative Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 18 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
58% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 45
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
5% less capital invested
Capital invested by funds: $227M → $217M (-$10.9M)
2.11% less ownership
Funds ownership: 31.14% → 29.03% (-2.1%)
2% less funds holding
Funds holding: 167 → 163 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.61M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$6.38M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$3.12M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.09M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$15.2M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$4.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.41M |
| 4 |
Morgan Stanley
New York
|
-$2.78M |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$2.35M |
AOK Hedge Fund Activity: Q1 2026 in Review
163 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in iShares Core Conservative Allocation ETF (AOK) for Q1 2026, worth a combined $217M — down 4.8% from $227M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AOK positions and 18 closed out — a net gain of 1 holder — while 71 added to existing stakes and 45 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $7.61M. The largest seller was Raymond James Financial, cutting an estimated $15.2M.
- 163 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q1 2026, down from 167 in Q4 2025.
- Funds reported $217M of iShares Core Conservative Allocation ETF stock for Q1 2026, down 4.8% quarter-over-quarter.
- 19 funds opened new iShares Core Conservative Allocation ETF positions in Q1 2026 and 18 closed out, a net change of +1 holder.
- The largest iShares Core Conservative Allocation ETF buyer in Q1 2026 was Brookstone Capital Management, an estimated $7.61M added.
- The largest iShares Core Conservative Allocation ETF seller in Q1 2026 was Raymond James Financial, an estimated $15.2M sold.
Based on aggregated 13F filings for Q1 2026.