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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Strategic Investment Solutions, Inc., Cetera Investment Advisers, Bank Of America Corp, and Private Advisor Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Madrid Financial Services | Buy | +256 | +1.8% | 14,584 | $585.26K | Q4 2025 | Aug 18, 2026 |
| Verus Capital Partners, Llc | Buy | +4,385 | +60.9% | 11,580 | $464.70K | Q4 2025 | Jul 09, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +357,177 | — | 357,177 | $14.33M | Q4 2025 | Feb 27, 2026 |
| Sunbelt Securities, Inc. | Buy | +358 | — | 358 | $14.38K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +35,003 | — | 35,003 | $1.40M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +398,245 | — | 398,245 | $15.98M | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +32,705 | — | 32,705 | $1.31M | Q4 2025 | Feb 18, 2026 |
| Valley Financial Group, Inc. | Buy | +6,872 | — | 6,872 | $275.75K | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +6,000 | — | 6,000 | $240.78K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +3,270 | — | 3,270 | $131.22K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +63 | — | 63 | $2.53K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +197,767 | — | 197,767 | $7.94M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +182,719 | — | 182,719 | $7.33M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +75,264 | — | 75,264 | $3.02M | Q4 2025 | Feb 17, 2026 |
| Forefront Analytics, Llc | Buy | +58,682 | — | 58,682 | $2.35M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +58,293 | — | 58,293 | $2.34M | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +51,945 | — | 51,945 | $2.08M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +40,410 | — | 40,410 | $1.62M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +39,336 | — | 39,336 | $1.58M | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +38,921 | — | 38,921 | $1.57M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +38,592 | — | 38,592 | $1.55M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +19,639 | — | 19,639 | $788.11K | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +18,499 | — | 18,499 | $742.35K | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, Llc | Buy | +17,900 | — | 17,900 | $718.33K | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +17,349 | — | 17,349 | $696.21K | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, Llc | Buy | +14,493 | — | 14,493 | $581.60K | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, Llc | Buy | +9,401 | — | 9,401 | $377.26K | Q4 2025 | Feb 17, 2026 |
| Geowealth Management, Llc | Buy | +8,706 | — | 8,706 | $349.36K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +8,652 | — | 8,652 | $347.21K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +6,061 | — | 6,061 | $243.24K | Q4 2025 | Feb 17, 2026 |
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.