Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (AOR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — AOR

Based on 404 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AOR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
404 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.
📶

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.
🟡

Slight buying edge — 53% buying

208 buying185 selling
Last quarter: 208 funds bought or added vs 185 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.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 42 → 49 → 73 → 45. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
227 out of 404 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.
💎

Buying through price weakness — shares -16%, value -33%

Value
-32%
Shares
-16%
Last quarter: funds added -16% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

30 → 42 → 49 → 73 → 45 new funds/Q
New funds entering each quarter: 42 → 49 → 73 → 45. A growing number of institutions are discovering AOR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 404 holders: 242 (60%) are 2+ year veterans, 60 entered 1–2 years ago, and 102 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
18 of 404 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — AOR

In 2026 Q1, 208 hedge funds were net buyers of AOR (45 opened a new position, 163 added to an existing one), while 185 reduced or exited (123 trimmed, 62 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 22% of total institutional value in AOR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 404.

Hedge Fund Ownership: AOR

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

Market Analysis: AOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOR

-- --

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

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

Signal Freshness measures how much AOR 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 · 79d ago
AOR
+8.4%
SPY
+13.9%

AOR outperformed SPY by -5.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
AOR
+2.4%
SPY
+0.2%

Since the filing became public, AOR outperformed SPY by +2.2% .

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.

11 top-rated funds 7 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AOR
401 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 401 421 -4.75%
13F Shares 18M 21M -16.33%
Total Value $1.13B $1.69B -33.06%
New Positions 45 73 -28
Increased Positions 163 184 -21
Closed Positions 65 34 +31
Reduced Positions 121 114 +7
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AOR

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Financial Highlights

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Institutional Holders (2026 Q1)

401 + 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:
Top 25 AOR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Worth Asset Management, LLC 16.55% 689,976 $44.4M
2 Jim Saulnier & Associates, LLC 12.91% 412,258 $26.5M
3 Madrid Financial Services 10.34% 272,251 $17.5M
4 Consilium Wealth Advisory, LLC 9.26% 421,908 $27.1M
5 Phil A. Younker & Associates, Ltd. 7.57% 176,474 $11.4M
6 Cogent Private Wealth, Inc. 5.03% 108,235 $7.0M
7 Eight 31 Financial, LLC 4.28% 110,112 $7.1M
8 Wealth Forward, LLC 3.11% 85,716 $5.5M
9 Lebenthal Global Advisors, LLC 2.99% 319,984 $20.6M
10 Viewpoint Investment Partners Corp 2.39% 57,550 $5.2M
11 Fort Henry Capital, LLC 2.32% 59,520 $3.8M
12 BSW Wealth Partners 1.98% 251,653 $16.2M
13 Elevation Capital Advisory, LLC 1.84% 67,214 $4.3M
14 Hanover Advisors Inc 1.77% 67,655 $4.4M
15 Legacy Advisory Services, LLC 1.68% 34,218 $2.2M
16 Vines Capital Management, LLC 1.63% 25,558 $1.6M
17 Strategic Family Wealth Counselors, L.L.C. 1.60% 94,486 $6.1M
18 Legacy Wealth Partners, LLC 1.55% 96,261 $6.2M
19 Ellenbecker Investment Group 1.27% 146,108 $9.4M
20 Weaver Consulting Group 1.26% 81,965 $5.3M
21 Aspiriant, LLC 0.93% 509,424 $32.8M
22 Bell Investment Advisors, Inc 0.83% 82,377 $5.3M
23 Unique Wealth, LLC 0.82% 92,493 $6.0M
24 Selby Wealth Management, LLC 0.82% 32,309 $2.1M
25 Lodestar Private Asset Management LLC 0.80% 126,300 $8.1M
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 (AOR)

What does the Smart Money Trend signal show for AOR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AOR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AOR?

Slight buying edge — 53% buying: Last quarter: 208 funds bought or added vs 185 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 AOR holders?

Strong quality — 22% AUM from major funds: 18 of 404 holders rank in the top 100 by AUM, accounting for 22% 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: 227 out of 404 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 Q1 hedge fund 13F filings?

As of today, AOR has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), AOR has gained +8.4% vs +13.9% 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.

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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