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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Ameriprise Financial Inc, Royal Bank Of Canada, Bank Of America Corp, and Hub Investment Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Madrid Financial Services | Buy | +4,247 | — | 4,247 | $202.72K | Q4 2025 | Aug 18, 2026 |
| Independent Financial Group, Llc | Buy | +7,226 | +41.3% | 24,702 | $1.18M | Q4 2025 | May 15, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +6 | +1.9% | 324 | $15.42K | Q4 2025 | Apr 24, 2026 |
| Capital Asset Managemnet, Llc | Buy | +8,775 | — | 8,775 | $418.83K | Q4 2025 | Apr 07, 2026 |
| Shp Wealth Management | Buy | +100 | — | 100 | $4.77K | Q4 2025 | Mar 04, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +300 | — | 300 | $0.00 | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,117 | — | 2,117 | $101.03K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +440,592 | — | 440,592 | $21.03M | Q4 2025 | Feb 18, 2026 |
| Onyx Bridge Wealth Group Llc | Buy | +78,096 | — | 78,096 | $3.73M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +24,243 | — | 24,243 | $1.16M | Q4 2025 | Feb 18, 2026 |
| Kastel Capital Advisors, Llc | Buy | +8,440 | — | 8,440 | $402.85K | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +5,000 | — | 5,000 | $238.65K | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +4,968 | — | 4,968 | $237.12K | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +4,968 | — | 4,968 | $237.12K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +1,427 | — | 1,427 | $68.11K | Q4 2025 | Feb 18, 2026 |
| Ameriprise Financial Inc | Buy | +368,686 | — | 368,686 | $17.60M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +322,490 | — | 322,490 | $15.39M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +293,025 | — | 293,025 | $13.99M | Q4 2025 | Feb 17, 2026 |
| Hub Investment Partners, Llc | Buy | +281,500 | — | 281,500 | $13.44M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +218,395 | — | 218,395 | $10.42M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +143,133 | — | 143,133 | $6.83M | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +83,485 | — | 83,485 | $3.98M | Q4 2025 | Feb 17, 2026 |
| Hanover Advisors Inc | Buy | +78,751 | — | 78,751 | $3.76M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +56,576 | — | 56,576 | $2.70M | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +43,727 | — | 43,727 | $2.09M | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, Llc | Buy | +33,320 | — | 33,320 | $1.59M | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, Llc | Buy | +27,986 | — | 27,986 | $1.34M | Q4 2025 | Feb 17, 2026 |
| American Trust | Buy | +25,565 | — | 25,565 | $1.22M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +22,136 | — | 22,136 | $1.06M | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +21,621 | — | 21,621 | $1.03M | Q4 2025 | Feb 17, 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.