Stock Analysis

ISHARES TRUST ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — AOM

Based on 250 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 this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
250 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+8% 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

147 buying89 selling
Last quarter: 147 funds were net buyers (32 opened a brand new position + 115 added to an existing one). Only 89 were sellers (73 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 29 → 19 → 32. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 24% medium 14% new
155 out of 250 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
➡️

Steady discovery — ~32 new funds/quarter

34 → 28 → 29 → 19 → 32 new funds/Q
New funds entering each quarter: 28 → 29 → 19 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 14% 1-2yr 21% new
Of 250 current holders: 162 (65%) 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.
📋

Smaller funds dominant — 5% top-100 AUM

5% from top-100 AUM funds
Only 13 of 250 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOM

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Hedge Fund Positioning: AOM
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: AOM

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed