Who Owns AOK?
iShares Core 30/70 Conservative Allocation ETF — Institutional Ownership & 13F Holdings
$40.99
+0.16 (+0.40%)
Market Cap
$754.5M
Shares Outstanding
18,136,473
Institutional Holders
146
Total Inst. Value
$150.8M
% of Float Held
—
QoQ Holder Change
+53
Institutional data as of Q1 2025
New Positions
42
Closed Positions
28
Increased
38
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.8M | 421 |
| 2 | Curran Financial Partners, LLCNew | $15.3M | 407,007 |
| 3 | BlackRock, Inc. | $12.3M | 326,561 |
| 4 | MORGAN STANLEY | $6.7M | 177,626 |
| 5 | Ameritas Advisory Services, LLCNew | $6.2M | 166,054 |
| 6 | CONGRESS ASSET MANAGEMENT CO | $6.0M | 159,165 |
| 7 | Weaver Consulting GroupNew | $5.5M | 146,565 |
| 8 | Investment Advisory Group, LLCNew | $5.4M | 144,566 |
| 9 | WELLS FARGO & COMPANY/MN | $4.8M | 127,224 |
| 10 | Trilogy Capital Inc. | $4.5M | 119,623 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +171 | $15.8M |
| Curran Financial Partners, LLCNew | +407K | $15.3M |
| BlackRock, Inc. | +9K | $12.3M |
| Ameritas Advisory Services, LLCNew | +166K | $6.2M |
| Weaver Consulting GroupNew | +147K | $5.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -630K | $2K |
| RAYMOND JAMES FINANCIAL INC | -565K | $2.0M |
| Cetera Investment Advisers | -422K | $2.8M |
| MORGAN STANLEY | -135K | $6.7M |
| ROYAL BANK OF CANADA | -129K | $689K |
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Frequently Asked Questions
How many institutional investors hold AOK?
As of Q1 2025, 146 institutional investors report holding AOK (iShares Core 30/70 Conservative Allocation ETF) in their 13F filings.
Which hedge fund owns the most AOK?
The largest institutional holder of AOK is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $15.8M in shares.
Are institutions buying or selling AOK?
This quarter, 42 institutions opened new positions in AOK and 28 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.