ISHARES CORE MODERATE ALLOCA (AOM) Institutional Ownership Changes & 13F Activity
ISHARES CORE MODERATE ALLOCA (AOM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Gts Securities Llc, Ameritas Advisory Services, Llc, American Trust, and Western Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -4,355 | -18.3% | 19,443 | $970.04K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -7,683 | -51.9% | 7,114 | $354.92K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +5,699 | — | 5,699 | $284.30K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -359 | -8.1% | 4,050 | $202.05K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1 | +0.2% | 523 | $26.09K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -7,238 | -41.0% | 10,404 | $519.06K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +60 | +0.6% | 10,371 | $517.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +258,799 | — | 258,799 | $12.91M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -92,984 | -66.1% | 47,720 | $2.38M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +61,177 | +80.6% | 137,083 | $6.84M | Q2 2026 | Aug 14, 2026 |
| American Trust | Buy | +33,713 | +142.9% | 57,302 | $2.86M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +22,491 | +23.6% | 117,762 | $5.88M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +16,714 | +3.0% | 576,705 | $28.77M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -14,243 | -5.0% | 273,226 | $13.63M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +11,815 | +4.0% | 305,020 | $15.22M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +8,348 | +8.2% | 110,495 | $5.51M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +6,376 | — | 6,376 | $318.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,371 | — | 6,371 | $317.85K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +6,207 | — | 6,207 | $309.67K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +5,365 | +43.6% | 17,670 | $881.58K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +4,685 | +15.5% | 34,862 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Vines Capital Management, Llc | Buy | +4,035 | — | 4,035 | $201.31K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,769 | +2.5% | 154,781 | $7.72M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,509 | +1.0% | 340,210 | $16.97M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +1,380 | +40.4% | 4,796 | $239.27K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +1,013 | +9.6% | 11,587 | $578.07K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -453 | -0.5% | 84,372 | $4.21M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -330 | -2.4% | 13,697 | $683.32K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -231 | -0.3% | 65,998 | $3.29M | Q2 2026 | Aug 14, 2026 |
| Manning & Napier Advisors Llc | Buy | +208 | — | 208 | $10.37K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about AOM activity
Which institutional owners are buying AOM?
Institutional owners buying AOM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AOM activity?
"Buy" means an investor increased their reported position in AOM compared to the prior reporting period. This reflects growing exposure to ISHARES CORE MODERATE ALLOCA (AOM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AOM increasing?
Institutional interest in AOM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.