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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-4,355-18.3%19,443$970.04KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-7,683-51.9%7,114$354.92KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+5,6995,699$284.30KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-359-8.1%4,050$202.05KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.2%523$26.09KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-7,238-41.0%10,404$519.06KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+60+0.6%10,371$517.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+258,799258,799$12.91MQ2 2026Aug 14, 2026
Gts Securities LlcSell-92,984-66.1%47,720$2.38MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+61,177+80.6%137,083$6.84MQ2 2026Aug 14, 2026
American TrustBuy+33,713+142.9%57,302$2.86MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+22,491+23.6%117,762$5.88MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+16,714+3.0%576,705$28.77MQ2 2026Aug 14, 2026
Bank Of America CorpSell-14,243-5.0%273,226$13.63MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+11,815+4.0%305,020$15.22MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+8,348+8.2%110,495$5.51MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+6,3766,376$318.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,3716,371$317.85KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+6,2076,207$309.67KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+5,365+43.6%17,670$881.58KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+4,685+15.5%34,862$1.73MQ2 2026Aug 14, 2026
Vines Capital Management, LlcBuy+4,0354,035$201.31KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,769+2.5%154,781$7.72MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,509+1.0%340,210$16.97MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+1,380+40.4%4,796$239.27KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+1,013+9.6%11,587$578.07KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-453-0.5%84,372$4.21MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-330-2.4%13,697$683.32KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-231-0.3%65,998$3.29MQ2 2026Aug 14, 2026
Manning & Napier Advisors LlcBuy+208208$10.37KQ2 2026Aug 14, 2026
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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.