iShares Core Conservative Allocation ETF
AOK
184 hedge funds and large institutions have $241M invested in iShares Core Conservative Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 163 → 184 (+21)
11% more capital invested
Capital invested by funds: $217M → $241M (+$24.9M)
1.02% more ownership
Funds ownership: 29.03% → 30.05% (+1%)
3% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$7.77M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
+$7.01M |
| 3 |
HFA
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
+$3.95M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$3.35M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.37M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$4.71M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$2.02M |
| 4 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
-$1.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.31M |
AOK Hedge Fund Activity: Q2 2026 in Review
184 institutional investors reported a position in iShares Core Conservative Allocation ETF (AOK) for Q2 2026, worth a combined $241M — up 11% from $217M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AOK positions and 8 closed out — a net gain of 25 holders — while 57 added to existing stakes and 59 trimmed.
The largest buyer was Elevation Capital Advisory, adding an estimated $7.77M. The largest seller was Brookstone Capital Management, cutting an estimated $7.37M.
- 184 institutional investors held iShares Core Conservative Allocation ETF (AOK) as of Q2 2026, up from 163 in Q1 2026.
- Funds reported $241M of iShares Core Conservative Allocation ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 33 funds opened new iShares Core Conservative Allocation ETF positions in Q2 2026 and 8 closed out, a net change of +25 holders.
- The largest iShares Core Conservative Allocation ETF buyer in Q2 2026 was Elevation Capital Advisory, an estimated $7.77M added.
- The largest iShares Core Conservative Allocation ETF seller in Q2 2026 was Brookstone Capital Management, an estimated $7.37M sold.
Based on aggregated 13F filings for Q2 2026.