ISHARES CORE CONSERVATIVE AL (AOK) Institutional Ownership Changes & 13F Activity

ISHARES CORE CONSERVATIVE AL (AOK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cambridge Associates Llc, Gts Securities Llc, Osaic Holdings, Inc., Jane Street Group, Llc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-1,832-12.8%12,455$516.64KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+5,597+26.0%27,083$1.12MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+29+0.1%30,050$1.25MQ2 2026Aug 27, 2026
Equitable Holdings, Inc.Buy+4,976+19.8%30,123$1.25MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcSell-74-0.4%17,825$739.38KQ2 2026Aug 17, 2026
Cambridge Associates LlcBuy+170,773170,773$7.08MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+81,67281,672$3.39MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+40,863+45.5%130,764$5.42MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+37,11137,111$1.54MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-31,976-46.8%36,402$1.51MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+28,11628,116$1.17MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+27,28227,282$1.13MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+15,88615,886$658.96KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7,851+51.7%23,031$951.64KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-5,450-5.0%102,774$4.26MQ2 2026Aug 14, 2026
Redmond Asset Management, LlcBuy+4,9354,935$204.70KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+3,913+4.9%83,171$3.45MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-3,241-13.0%21,702$901.00KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,562-1.5%163,393$6.78MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+2,034+9.7%22,925$950.93KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-1,121-62.7%666$27.63KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-749-13.0%5,024$208.40KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+350+3.2%11,339$470.34KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+251251$10.43KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-143-0.6%22,504$933.48KQ2 2026Aug 14, 2026
Valley Financial Group, Inc.Sell-54-0.8%7,049$292.37KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-41-0.3%11,902$493.70KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+9+0.7%1,247$51.71KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+4+0.6%639$26.52KQ2 2026Aug 14, 2026
Mariner, LlcSell-9,619-25.1%28,754$1.19MQ2 2026Aug 13, 2026
Showing 30 of 159

Frequently asked questions about AOK activity

  • Which institutional owners are buying AOK?

    Institutional owners buying AOK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AOK activity?

    "Buy" means an investor increased their reported position in AOK compared to the prior reporting period. This reflects growing exposure to ISHARES CORE CONSERVATIVE AL (AOK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AOK increasing?

    Institutional interest in AOK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.