Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (AOM)

273 + Investors. Track Smart Money conviction in AOM. 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
↑ +24
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — AOM

Based on 273 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 AOM 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
273 hedge funds hold AOM 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
+28 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.
🟢

More buyers than sellers — 63% buying

166 buying96 selling
Last quarter: 166 funds were net buyers (44 opened a brand new position + 122 added to an existing one). Only 96 were sellers (76 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new AOM position: 35 → 30 → 22 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 25% medium 17% new
159 out of 273 hedge funds have held AOM 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.
➡️

Steady discovery — ~44 new funds/quarter

42 → 35 → 30 → 22 → 44 new funds/Q
New funds entering each quarter: 35 → 30 → 22 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 13% 1-2yr 26% new
Of 273 current holders: 166 (61%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
14 of 273 holders rank in the top 100 by AUM, accounting for 33% 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: AOM

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

Market Analysis: AOM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOM

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

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: AOM
2026 Q1 Stats Unlock in 17 days 273 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 273 249 9.64%
13F Shares 14M 11M 26.74%
Total Value $683M $536M 27.55%
New Positions 44 22 +22
Increased Positions 122 100 +22
Closed Positions 20 26 -6
Reduced Positions 76 92 -16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOM

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Institutional Holders (2026 Q1)

273 + investors

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

Top 25 institutional holders of AOM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Weitzel Financial Services, Inc. 5.59% 313,078 $14.8M
2 AJ Advisors, LLC 4.83% 274,866 $13.0M
3 Investment Advisory Group, LLC 1.80% 149,318 $7.1M
4 KAVAR CAPITAL PARTNERS GROUP, LLC 1.54% 259,957 $12.3M
5 VVR Holdings LLC 1.50% 61,321 $2.9M
6 JIM SAULNIER & ASSOCIATES, LLC 1.31% 56,738 $2.7M
7 LifePlan Financial, LLC 1.31% 37,301 $1.8M
8 Consilium Wealth Advisory, LLC 1.24% 76,627 $3.6M
9 Retireful, LLC 0.92% 13,737 $651K
10 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.70% 149,658 $7.1M
11 Fort Henry Capital, LLC 0.65% 22,680 $1.1M
12 DENVER WEALTH MANAGEMENT, INC. 0.59% 36,049 $1.7M
13 Manske Wealth Management 0.56% 42,011 $2.0M
14 GILPIN WEALTH MANAGEMENT, LLC 0.53% 14,131 $669K
15 Ellenbecker Investment Group 0.52% 81,189 $3.8M
16 Beacon Financial Advisory LLC 0.47% 44,247 $2.1M
17 Capital Asset Managemnet, LLC 0.46% 8,775 $419K
18 Onyx Bridge Wealth Group LLC 0.40% 77,729 $3.7M
19 Xena Financial Planning, LLC 0.37% 6,960 $330K
20 Legacy Wealth Partners, LLC 0.37% 31,035 $1.5M
21 High Net Worth Advisory Group LLC 0.35% 31,600 $1.5M
22 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.33% 17,047 $808K
23 Global Financial Private Client, LLC 0.33% 21,291 $1.0M
24 Enclave Advisors LLC 0.30% 46,253 $2.2M
25 RDA Financial Network 0.29% 24,270 $1.1M
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 (AOM)

What does the Smart Money Trend signal show for AOM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AOM 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 AOM?

More buyers than sellers — 63% buying: Last quarter: 166 funds were net buyers (44 opened a brand new position + 122 added to an existing one). Only 96 were sellers (76 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOM holders?

Strong quality — 33% AUM from major funds: 14 of 273 holders rank in the top 100 by AUM, accounting for 33% 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 AOM?

58% of holders stayed for 2+ years: 159 out of 273 hedge funds have held AOM 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.