Ishares Tr (AOA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ishares Tr (AOA) following the 2026 Q2 hedge fund 13F filings?

As of today, AOA has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), AOA gained +1.4% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Tr (AOA)

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

Smart Money Signals — AOA

Based on 420 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added AOA 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

420 hedge funds hold AOA 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 — +19% more funds vs a year ago

fund count last 6Q

+68 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 62% buying

236 buying145 selling

Last quarter: 236 funds were net buyers (46 opened a brand new position + 190 added to an existing one). Only 145 were sellers (118 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 45 → 66 → 42 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 21% new

240 out of 420 hedge funds have held AOA 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.

📊

Peak discovery — momentum slowing

43 → 45 → 66 → 42 → 46 new funds/Q

New funds entering each quarter: 45 → 66 → 42 → 46. AOA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new

Entry-cohort mix of 420 holders: 251 (60%) are 2+ year veterans, 55 entered 1–2 years ago, and 114 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

20 of 420 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	418	401	4.24%
13F Shares	10M	9M	5.8%
Total Value	$714M	$607M	17.51%
New Positions	44	42	+2
Increased Positions	190	193	-3
Closed Positions	27	37	-10
Reduced Positions	118	111	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

418

401

4.24%

13F Shares

10M

5.8%

Total Value

$714M

$607M

17.51%

New Positions

Increased Positions

190

193

-3

Closed Positions

-10

Reduced Positions

118

111

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

418 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AOA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Jim Saulnier & Associates, LLC	9.59%	244,296	$23.8M
2	Hopwood Nicholas Hunter	2.98%	102,174	$9.2M
3	Fort Henry Capital, LLC	2.69%	50,005	$4.9M
4	Ellenbecker Investment Group	2.54%	223,468	$21.8M
5	Consilium Wealth Advisory, LLC	2.37%	81,761	$8.0M
6	Hanover Advisors Inc	1.75%	49,732	$4.9M
7	Wealth Forward, LLC	1.70%	35,042	$3.4M
8	Somnio Financial Group, LLC	1.54%	26,642	$2.6M
9	Madrid Financial Services	1.47%	28,378	$2.8M
10	Weaver Consulting Group	1.23%	61,364	$6.0M
11	Legacy Wealth Partners, LLC	1.11%	50,825	$5.0M
12	Patton Albertson Miller Group, LLC	1.05%	107,843	$10.5M
13	ODonnell Financial Services, LLC	0.93%	32,227	$3.1M
14	Buttonwood Financial Group, LLC	0.91%	16,355	$1.6M
15	Westmount Partners, LLC	0.81%	38,147	$3.7M
16	Legacy Financial Group LLC	0.80%	72,975	$7.1M
17	Worth Financial Advisory Group, LLC	0.74%	18,280	$1.8M
18	Worth Asset Management, LLC	0.74%	23,586	$2.3M
19	Cerity Partners Retirement Plan Advisors LLC	0.71%	17,546	$1.7M
20	R2 Capital Strategies, LLC	0.70%	15,922	$1.6M
21	Lbmc Investment Advisors, LLC	0.66%	125,330	$12.2M
22	Unique Wealth, LLC	0.66%	57,776	$5.6M
23	Montgomery Financial Services LLC	0.65%	7,611	$743K
24	Clearview Wealth Management LLC	0.62%	9,916	$968K
25	MOR Wealth Management, LLC	0.58%	15,046	$1.5M

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 (AOA)

What does the Smart Money Trend signal show for AOA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AOA 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 AOA?

More buyers than sellers — 62% buying: Last quarter: 236 funds were net buyers (46 opened a brand new position + 190 added to an existing one). Only 145 were sellers (118 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOA holders?

Smaller funds dominant — 14% AUM from top-100: 20 of 420 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AOA?

57% of holders stayed for 2+ years: 240 out of 420 hedge funds have held AOA 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.

Is it too late to buy Ishares Tr (AOA) following the 2026 Q2 hedge fund 13F filings?

As of today, AOA has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), AOA has gained +1.4% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Ishares Tr (AOA)

Smart Money Signals — AOA

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~46 new funds per quarter

57% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 60% veterans vs 27% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — AOA

Hedge Fund Ownership: AOA

Market Analysis: AOA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AOA

Is It Too Late to Buy Ishares Tr (AOA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AOA

Statistics: AOA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (AOA)

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