iShares Core Conservative Allocation
AOK • ARCA
iShares Core Conservative Allocation is an exchange-traded fund on ARCA. As of Q3 2025, 148 institutional investors hold shares in this ETF, with total holdings valued at $157.3M. LPL Financial LLC is the largest holder with a position valued at $20.0M.
Overview
Overview of institutional ownership in AOK as of Q3 2025
All Institutions
- Institutions
- 148
- Value Held
- $157.3M
- Shares Held
- 3.9M
- Avg Position
- $1.1M
- Median Position
- $323.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $473.5K
- Shares Held
- 11.8K
- Avg Position
- $473.5K
- Median Position
- $473.5K
Biggest Investors
Institutions with the largest positions in AOK as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $20.0M 0.01% of portfolio |
B BlackRock, Inc. Institution | $12.8M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $7.9M 0.00% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $6.3M 0.03% of portfolio |
 Curran Financial Partners, LLC RIA/Wealth | $6.2M 1.23% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $5.9M 0.00% of portfolio |
W Weaver Consulting Group RIA/Wealth | $5.8M 1.51% of portfolio |
 Investment Advisory Group, LLC RIA/Wealth | $5.7M 1.56% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $4.1M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $4.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AOK in Q3 2025
- Traded
- −$10.4M
- Buyers
- 73
- Sellers
- 61
- Total Bought
- +$16.8M
- Total Sold
- −$27.2M
- Avg Position
- $965.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
 David R. Rahn & Associates Inc. RIA/Wealth | +$2.1M +51.6K shares |
L LPL Financial LLC Institution | +$1.9M +46.6K shares |
 JPMORGAN CHASE & CO Institution | +$1.6M +40.8K shares |
Cetera Investment Advisers RIA/Wealth | +$1.3M +31.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$974.6K +24.3K shares |
 Private Advisor Group, LLC RIA/Wealth | +$950.3K +23.7K shares |
+$904.4K +22.5K shares | |
+$806.7K +20.1K shares | |
 Integrated Wealth Concepts LLC RIA/Wealth | +$695.9K +17.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$601.3K +15.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
W WIN ADVISORS, INC RIA/Wealth | −$8.6M −219.6K shares |
Curran Financial Partners, LLC RIA/Wealth | −$3.9M −97.5K shares |
 Archvest Wealth Advisors, Inc. RIA/Wealth | −$3.7M −91.5K shares |
 Visionary Wealth Advisors RIA/Wealth | −$2.2M −55.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.5M −37.1K shares |
WELLS FARGO & COMPANY/MN Institution | −$1.1M −27.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$690.0K −17.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$515.3K −12.8K shares |
 Prospera Financial Services RIA/Wealth | −$512.4K −13.1K shares |
 Moors & Cabot, Inc. RIA/Wealth | −$417.9K −10.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AOK in Q3 2025
- New Positions
- 5
- New Value
- $1.5M
- Exited Positions
- 15
- Exited Value
- $11.0M
New Positions
| Institution | Position Value |
|---|---|
$904.4K 22.5K shares | |
 DENVER WEALTH MANAGEMENT, INC. RIA/Wealth | $285.3K 7.1K shares |
 ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth | $211.2K 5.3K shares |
R Root Financial Partners, LLC RIA/Wealth | $32.7K 814.0 shares |
 Westfuller Advisors, LLC RIA/Wealth | $17.6K 438.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
W WIN ADVISORS, INC RIA/Wealth | $8.6M 219.6K shares |
GOLDMAN SACHS GROUP INC Institution | $690.0K 17.7K shares |
Prospera Financial Services RIA/Wealth | $512.4K 13.1K shares |
Moors & Cabot, Inc. RIA/Wealth | $417.9K 10.7K shares |
 Redmond Asset Management, LLC Long Only Manager | $311.0K 8.0K shares |
 Trilogy Capital Inc. RIA/Wealth | $227.9K 5.8K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $91.6K 2.3K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $63.2K 1.6K shares |
 Sound Income Strategies, LLC RIA/Wealth | $35.6K 912.0 shares |
 TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | $29.0K 743.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AOK as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AOK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Investment Advisory Group, LLC RIA/Wealth | 1.56% $5.7M |
W Weaver Consulting Group RIA/Wealth | 1.51% $5.8M |
Curran Financial Partners, LLC RIA/Wealth | 1.23% $6.2M |
 RIK SAYLOR FINANCIAL, INC. RIA/Wealth | 0.87% $1.2M |
 Consilium Wealth Advisory, LLC RIA/Wealth | 0.58% $1.5M |
David R. Rahn & Associates Inc. RIA/Wealth | 0.51% $2.1M |
 Legacy Capital Wealth Partners, LLC RIA/Wealth | 0.49% $2.2M |
Archvest Wealth Advisors, Inc. RIA/Wealth | 0.42% $463.3K |
 Sentinus, LLC RIA/Wealth | 0.41% $1.9M |
0.41% $904.4K |
Hedge Fund Spotlight
Discover hedge funds investing in AOK
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Core Conservative Allocation
- Market Value
- $473.5K
- Shares Held
- 11.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
