Ishares Tr (AOA): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (AOA) following the 2026 Q1 hedge fund 13F filings?

As of today, AOA has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), AOA gained +10.9% vs +15.9% 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)

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

Smart Money Signals — AOA

Based on 401 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

401 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

+65 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

235 buying147 selling

Last quarter: 235 funds were net buyers (42 opened a brand new position + 193 added to an existing one). Only 147 were sellers (111 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 42 → 45 → 66 → 42. 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.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new

232 out of 401 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.

📈

Growing discovery — still being found

36 → 42 → 45 → 66 → 42 new funds/Q

New funds entering each quarter: 42 → 45 → 66 → 42. A growing number of institutions are discovering AOA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new

Entry-cohort mix of 401 holders: 232 (58%) are 2+ year veterans, 58 entered 1–2 years ago, and 111 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

18 of 401 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	400	395	1.27%
13F Shares	9M	10M	-4.91%
Total Value	$607M	$721M	-15.83%
New Positions	42	66	-24
Increased Positions	192	181	+11
Closed Positions	37	36	+1
Reduced Positions	111	111	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

400

395

1.27%

13F Shares

10M

-4.91%

Total Value

$607M

$721M

-15.83%

New Positions

-24

Increased Positions

192

181

+11

Closed Positions

Reduced Positions

111

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

400 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Jim Saulnier & Associates, LLC	9.01%	209,260	$18.5M
2	Fort Henry Capital, LLC	2.64%	49,327	$4.4M
3	Ellenbecker Investment Group	2.58%	216,273	$19.1M
4	Consilium Wealth Advisory, LLC	2.12%	70,340	$6.2M
5	Somnio Financial Group, LLC	1.52%	26,125	$2.3M
6	Wealth Forward, LLC	1.39%	27,855	$2.5M
7	Madrid Financial Services	1.24%	23,759	$2.1M
8	Patton Albertson Miller Group, LLC	1.18%	112,097	$9.9M
9	Weaver Consulting Group	1.14%	54,280	$4.8M
10	Legacy Wealth Partners, LLC	1.11%	50,120	$4.4M
11	Hanover Advisors Inc	1.03%	28,659	$2.5M
12	ODonnell Financial Services, LLC	0.97%	31,876	$2.8M
13	Buttonwood Financial Group, LLC	0.90%	16,537	$1.5M
14	Legacy Financial Group LLC	0.83%	74,362	$6.6M
15	Westmount Partners, LLC	0.81%	37,232	$3.3M
16	HFM Investment Advisors, LLC	0.78%	22,899	$2.0M
17	Worth Asset Management, LLC	0.77%	23,447	$2.1M
18	Unique Wealth, LLC	0.77%	62,888	$5.6M
19	Thryve Wealth Management LLC	0.71%	12,075	$1.1M
20	Cerity Partners Retirement Plan Advisors LLC	0.68%	15,504	$1.3M
21	Lbmc Investment Advisors, LLC	0.68%	126,421	$11.2M
22	Arcus Capital Partners, LLC	0.67%	20,967	$1.9M
23	MOR Wealth Management, LLC	0.65%	15,968	$1.4M
24	Clearview Wealth Management LLC	0.64%	10,185	$901K
25	Mainsail Asset Management, LLC	0.55%	13,812	$1.2M

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 — 4 quarters in a row: For 4 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: 235 funds were net buyers (42 opened a brand new position + 193 added to an existing one). Only 147 were sellers (111 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOA holders?

Smaller funds dominant — 15% AUM from top-100: 18 of 401 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AOA?

58% of holders stayed for 2+ years: 232 out of 401 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 Q1 hedge fund 13F filings?

As of today, AOA has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), AOA has gained +10.9% vs +15.9% 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 — 4 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

Fewer new buyers each quarter (-24 vs last Q)

58% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 58% veterans vs 28% newcomers

Smaller funds dominant — 15% 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 Q1)

Frequently Asked Questions — Ishares Tr (AOA)

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