Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (AOK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — AOK

Based on 159 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AOK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
159 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AOK is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

91 buying55 selling
Last quarter: 91 funds were net buyers (29 opened a brand new position + 62 added to an existing one). Only 55 were sellers (43 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new AOK position: 17 → 20 → 14 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 23% medium 18% new
94 out of 159 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.
💎

Buying through price weakness — shares +106%, value +76%

Value
+76%
Shares
+105%
Last quarter: funds added +106% more shares while total portfolio value only changed +76%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

31 → 17 → 20 → 14 → 29 new funds/Q
New funds entering each quarter: 17 → 20 → 14 → 29. A growing number of institutions are discovering AOK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 11% 1-2yr 23% new
Of 159 current holders: 105 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
13 of 159 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AOK
2026 Q1 Stats Unlock in 17 days 159 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 159 142 11.97%
13F Shares 8M 4M 105.64%
Total Value $276M $157M 76.03%
New Positions 29 14 +15
Increased Positions 62 53 +9
Closed Positions 12 19 -7
Reduced Positions 43 49 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

159 + investors

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

Top 25 institutional holders of AOK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Investment Solutions, Inc. /IL 3.82% 396,812 $15.8M
2 GILPIN WEALTH MANAGEMENT, LLC 2.24% 71,015 $2.8M
3 Investment Advisory Group, LLC 1.49% 147,271 $5.9M
4 Curran Financial Partners, LLC 1.45% 203,036 $8.1M
5 RCW Management, LLC 1.31% 31,989 $1.3M
6 Phil A. Younker & Associates, Ltd. 0.62% 23,436 $935K
7 High Net Worth Advisory Group LLC 0.53% 56,600 $2.3M
8 Consilium Wealth Advisory, LLC 0.50% 36,450 $1.5M
9 Thrive Capital Management, LLC 0.23% 25,970 $1.0M
10 RDA Financial Network 0.18% 18,195 $726K
11 Legacy Wealth Partners, LLC 0.18% 17,680 $705K
12 Sovereign Financial Group, Inc. 0.15% 21,092 $841K
13 Transcendent Capital Group LLC 0.14% 7,891 $315K
14 Onyx Bridge Wealth Group LLC 0.14% 32,878 $1.3M
15 PERRYMAN FINANCIAL ADVISORY INC /AD 0.14% 23,198 $925K
16 Darwin Wealth Management, LLC 0.11% 8,566 $342K
17 KMG FIDUCIARY PARTNERS, LLC 0.10% 35,038 $1.4M
18 Brookstone Capital Management 0.10% 218,371 $8.7M
19 BridgePort Financial Solutions, LLC 0.09% 7,625 $304K
20 USAdvisors Wealth Management, LLC 0.08% 5,868
21 UNIQUE WEALTH, LLC 0.07% 12,255 $489K
22 SILVER OAK SECURITIES, INCORPORATED 0.07% 22,411 $894K
23 Tempus Wealth Planning, LLC 0.06% 6,662 $266K
24 EVOLUTION WEALTH MANAGEMENT INC. 0.05% 1,777 $71K
25 CONGRESS ASSET MANAGEMENT CO 0.05% 178,434 $7.1M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AOK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AOK?

More buyers than sellers — 62% buying: Last quarter: 91 funds were net buyers (29 opened a brand new position + 62 added to an existing one). Only 55 were sellers (43 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOK holders?

Strong quality — 26% AUM from major funds: 13 of 159 holders rank in the top 100 by AUM, accounting for 26% 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?

59% of holders stayed for 2+ years: 94 out of 159 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.