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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Madrid Financial ServicesBuy+4,247—4,247$202.72KQ4 2025Aug 18, 2026
Independent Financial Group, LlcBuy+7,226+41.3%24,702$1.18MQ4 2025May 15, 2026
Medallion Wealth Advisors, LlcBuy+6+1.9%324$15.42KQ4 2025Apr 24, 2026
Capital Asset Managemnet, LlcBuy+8,775—8,775$418.83KQ4 2025Apr 07, 2026
Shp Wealth ManagementBuy+100—100$4.77KQ4 2025Mar 04, 2026
Beaird Harris Wealth Management, LlcBuy+300—300$0.00Q4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+2,117—2,117$101.03KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+440,592—440,592$21.03MQ4 2025Feb 18, 2026
Onyx Bridge Wealth Group LlcBuy+78,096—78,096$3.73MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+24,243—24,243$1.16MQ4 2025Feb 18, 2026
Kastel Capital Advisors, LlcBuy+8,440—8,440$402.85KQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+5,000—5,000$238.65KQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+4,968—4,968$237.12KQ4 2025Feb 18, 2026
Cachetech Inc.Buy+4,968—4,968$237.12KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+1,427—1,427$68.11KQ4 2025Feb 18, 2026
Ameriprise Financial IncBuy+368,686—368,686$17.60MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+322,490—322,490$15.39MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+293,025—293,025$13.99MQ4 2025Feb 17, 2026
Hub Investment Partners, LlcBuy+281,500—281,500$13.44MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+218,395—218,395$10.42MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+143,133—143,133$6.83MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+83,485—83,485$3.98MQ4 2025Feb 17, 2026
Hanover Advisors IncBuy+78,751—78,751$3.76MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+56,576—56,576$2.70MQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+43,727—43,727$2.09MQ4 2025Feb 17, 2026
Legacy Wealth Partners, LlcBuy+33,320—33,320$1.59MQ4 2025Feb 17, 2026
Prosperity Consulting Group, LlcBuy+27,986—27,986$1.34MQ4 2025Feb 17, 2026
American TrustBuy+25,565—25,565$1.22MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+22,136—22,136$1.06MQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+21,621—21,621$1.03MQ4 2025Feb 17, 2026
Showing 30 of 279

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.