Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (AOM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — AOM

Based on 291 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
291 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 — +15% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

146 buying130 selling
Last quarter: 146 funds bought or added vs 130 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.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 23 → 45 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
164 out of 291 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.
🚀

Acceleration phase — new buyers rushing in

36 → 31 → 23 → 45 → 45 new funds/Q
New funds entering each quarter: 31 → 23 → 45 → 45. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 291 holders: 176 (60%) are 2+ year veterans, 37 entered 1–2 years ago, and 78 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
17 of 291 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.
3.7
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.

Institutional Sentiment Summary — AOM

In 2026 Q1, 146 hedge funds were net buyers of AOM (45 opened a new position, 101 added to an existing one), while 130 reduced or exited (97 trimmed, 33 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in AOM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 291.

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

-- --

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

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

Signal Freshness measures how much AOM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
AOM
nan%
SPY
+15.1%

AOM outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AOM
nan%
SPY
+1.3%

Since the filing became public, AOM outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: AOM
291 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 291 279 4.3%
13F Shares 13M 14M -8.89%
Total Value $612M $686M -10.83%
New Positions 45 45 -
Increased Positions 101 124 -23
Closed Positions 33 23 +10
Reduced Positions 97 78 +19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOM

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Short % of Float --

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Institutional Holders (2026 Q1)

291 + investors

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

QUARTER:
Top 25 AOM holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Hershey Financial Advisers, LLC 3.26% 79,809 $3.8M
4 Taylor Financial Group, Inc. 2.23% 77,609 $3.7M
5 Weaver Consulting Group 1.99% 176,410 $8.4M
6 Investment Advisory Group, LLC 1.80% 149,318 $7.1M
7 Kavar Capital Partners Group, LLC 1.54% 259,957 $12.3M
8 VVR Holdings LLC 1.50% 61,321 $2.9M
9 Jim Saulnier & Associates, LLC 1.31% 56,738 $2.7M
10 LifePlan Financial, LLC 1.31% 37,301 $1.8M
11 Consilium Wealth Advisory, LLC 1.24% 76,627 $3.6M
12 Retireful, LLC 0.92% 13,737 $651K
13 Godshalk Welsh Capital Management, Inc. 0.75% 27,224 $1.3M
14 Lodestar Private Asset Management LLC 0.70% 149,658 $7.1M
15 Fort Henry Capital, LLC 0.65% 22,680 $1.1M
16 Hanover Advisors Inc 0.63% 32,696 $1.5M
17 Eight 31 Financial, LLC 0.60% 20,863 $988K
18 Denver Wealth Management, INC. 0.59% 36,049 $1.7M
19 Manske Wealth Management 0.56% 42,011 $2.0M
20 Gilpin Wealth Management, LLC 0.53% 14,131 $669K
21 Ellenbecker Investment Group 0.52% 81,189 $3.8M
22 Royal Fund Management, LLC 0.50% 110,496 $5.2M
23 Beacon Financial Advisory LLC 0.47% 44,247 $2.1M
24 Seeds Investor LLC 0.47% 70,828 $3.4M
25 Capital Asset Managemnet, LLC 0.46% 8,775 $419K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 53% buying: Last quarter: 146 funds bought or added vs 130 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 AOM holders?

Strong quality — 26% AUM from major funds: 17 of 291 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 AOM?

56% of holders stayed for 2+ years: 164 out of 291 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.

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

As of today, AOM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AOM has gained nan% vs +15.1% 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.

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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