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

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

As of today, AOR has moved -1.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), AOR gained -0.5% vs -2.0% 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 (AOR)

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

Smart Money Signals — AOR

Based on 450 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added AOR 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

450 hedge funds hold AOR 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.

🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q

+85 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

275 buying146 selling

Last quarter: 275 funds were net buyers (71 opened a brand new position + 204 added to an existing one). Only 146 were sellers (121 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter

Funds opening a new AOR position: 49 → 73 → 45 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 23% new

250 out of 450 hedge funds have held AOR 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 — ~71 new funds/quarter

43 → 49 → 73 → 45 → 71 new funds/Q

New funds entering each quarter: 49 → 73 → 45 → 71. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new

Entry-cohort mix of 450 holders: 264 (59%) are 2+ year veterans, 58 entered 1–2 years ago, and 128 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

22 of 450 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	450	404	11.39%
13F Shares	20M	18M	9.74%
Total Value	$1.35B	$1.14B	18.33%
New Positions	71	45	+26
Increased Positions	204	163	+41
Closed Positions	25	63	-38
Reduced Positions	121	123	-2
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

450

404

11.39%

13F Shares

20M

18M

9.74%

Total Value

$1.35B

$1.14B

18.33%

New Positions

+26

Increased Positions

204

163

+41

Closed Positions

-38

Reduced Positions

121

123

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

450 + investors

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

QUARTER:

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

Top 25 AOR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Worth Asset Management, LLC	16.51%	742,669	$51.6M
2	Jim Saulnier & Associates, LLC	12.68%	453,418	$31.5M
3	Madrid Financial Services	11.25%	305,776	$21.3M
4	Consilium Wealth Advisory, LLC	9.46%	458,638	$31.9M
5	Phil A. Younker & Associates, Ltd.	7.40%	157,991	$11.0M
6	Eight 31 Financial, LLC	4.61%	111,621	$7.8M
7	Cogent Private Wealth, Inc.	3.84%	88,416	$6.1M
8	Reyes Financial Architecture, Inc.	3.17%	81,320	$5.7M
9	Lebenthal Global Advisors, LLC	3.04%	324,439	$22.5M
10	Hanover Advisors Inc	3.04%	121,374	$8.4M
11	Wealth Forward, LLC	3.00%	86,813	$6.0M
12	Fort Henry Capital, LLC	2.33%	60,855	$4.2M
13	Hopwood Nicholas Hunter	2.26%	106,761	$6.9M
14	BSW Wealth Partners	2.14%	276,966	$19.2M
15	Vines Capital Management, LLC	2.04%	35,755	$2.5M
16	Viewpoint Investment Partners Corp	1.96%	57,550	$5.7M
17	Legacy Advisory Services, LLC	1.69%	34,481	$2.4M
18	Strategic Family Wealth Counselors, L.L.C.	1.56%	96,670	$6.7M
19	Legacy Wealth Partners, LLC	1.53%	98,018	$6.8M
20	Ellenbecker Investment Group	1.29%	159,634	$11.1M
21	Weaver Consulting Group	1.23%	85,989	$6.0M
22	Almitas Capital LLC	1.16%	69,946	$4.9M
23	Aspiriant, LLC	0.88%	515,345	$35.8M
24	Lodestar Private Asset Management LLC	0.83%	138,313	$9.6M
25	Weitzel Financial Services, Inc.	0.82%	35,230	$2.4M

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 (AOR)

What does the Smart Money Trend signal show for AOR?

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

More buyers than sellers — 65% buying: Last quarter: 275 funds were net buyers (71 opened a brand new position + 204 added to an existing one). Only 146 were sellers (121 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AOR holders?

Strong quality — 34% AUM from major funds: 22 of 450 holders rank in the top 100 by AUM, accounting for 34% 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 AOR?

56% of holders stayed for 2+ years: 250 out of 450 hedge funds have held AOR 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 (AOR) following the 2026 Q2 hedge fund 13F filings?

As of today, AOR has moved -1.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), AOR has gained -0.5% vs -2.0% 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 (AOR)

Smart Money Signals — AOR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

More buyers than sellers — 65% buying

More new buyers each quarter (+26 vs last Q)

56% of holders stayed for 2+ years

Steady discovery — ~71 new funds/quarter

Veteran-anchored — 59% veterans vs 28% newcomers

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — AOR

Hedge Fund Ownership: AOR

Market Analysis: AOR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AOR

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

Hedge Fund Positioning: AOR

Statistics: AOR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ishares Tr (AOR)

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