Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (AOK)

184 + Investors. Track Smart Money conviction in AOK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — AOK

Based on 162 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AOK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
162 hedge funds hold AOK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

89 buying68 selling
Last quarter: 89 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 14 → 29 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
99 out of 162 hedge funds have held AOK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

18 → 23 → 14 → 29 → 21 new funds/Q
New funds entering each quarter: 23 → 14 → 29 → 21. A growing number of institutions are discovering AOK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 162 holders: 105 (65%) are 2+ year veterans, 20 entered 1–2 years ago, and 37 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
16 of 161 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AOK

In 2026 Q1, 89 hedge funds were net buyers of AOK (21 opened a new position, 68 added to an existing one), while 68 reduced or exited (45 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 31% of total institutional value in AOK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 162.

Hedge Fund Ownership: AOK

How many hedge funds hold AOK — quarterly history vs. share price
Quarterly hedge fund ownership of AOK vs. share price

Market Analysis: AOK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: AOK
184 + Investors

Track Smart Money conviction in AOK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 184 162 13.58%
13F Shares 6M 5M 9.44%
Total Value $236M $210M 12.34%
New Positions 37 21 +16
Increased Positions 57 68 -11
Closed Positions 15 23 -8
Reduced Positions 58 45 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOK

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Institutional Holders (2026 Q2)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AOK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AOK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elevation Capital Advisory, LLC 4.68% 292,381 $12.1M
2 Strategic Investment Solutions, Inc. /IL 3.30% 347,664 $14.4M
3 Hershey Financial Advisers, LLC 2.87% 96,363 $4.0M
4 Gilpin Wealth Management, LLC 1.79% 62,505 $2.6M
5 Investment Advisory Group, LLC 1.43% 158,398 $6.6M
6 Curran Financial Partners, LLC 1.40% 226,292 $9.4M
7 Weaver Consulting Group 1.32% 155,483 $6.4M
8 RCW Management, LLC 1.19% 31,989 $1.3M
9 Rik Saylor Financial, INC. 0.80% 28,954 $1.2M
10 High Net Worth Advisory Group LLC 0.55% 62,600 $2.6M
11 Avalon Capital Management 0.50% 50,746 $2.1M
12 Madrid Financial Services 0.49% 22,509 $934K
13 Legacy Capital Wealth Partners, LLC 0.44% 54,879 $2.3M
14 Consilium Wealth Advisory, LLC 0.39% 31,827 $1.3M
15 Basso Capital Management, L.P. 0.36% 40,858 $1.7M
16 Wealth Forward, LLC 0.31% 15,197 $630K
17 L.K. Benson & Company, P.C. 0.29% 23,418 $971K
18 Valpey Financial Services, LLC 0.24% 9,653 $400K
19 Camarda Financial Advisors, LLC 0.22% 17,825 $739K
20 Thrive Capital Management, LLC 0.21% 26,529 $1.1M
21 R2 Capital Strategies, LLC 0.19% 10,363 $430K
22 One Capital Management, LLC 0.19% 175,243 $7.0M
23 Legacy Wealth Partners, LLC 0.17% 18,344 $761K
24 RDA Financial Network 0.16% 18,197 $755K
25 Rothschild Wealth LLC 0.16% 47,634 $2.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (AOK)

What does the Smart Money Trend signal show for AOK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AOK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AOK?

Slight buying edge — 57% buying: Last quarter: 89 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AOK holders?

Strong quality — 31% AUM from major funds: 16 of 161 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AOK?

61% of holders stayed for 2+ years: 99 out of 162 hedge funds have held AOK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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