Who Owns iShares Core 40/60 Moderate Allocation ETF (AOM)?Hedge Fund & Institutional Holders

$47.43-0.21 (-0.44%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -1

Price History

$41.55$43.45$45.35$47.26$49.16Sep 24Jun 25Mar 26

AOM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RAYMOND JAMES FINANCIAL INCIncreased+360K+$16.2B
AJ Advisors, LLCNew Position+269K+$12.8B
WELLS FARGO & COMPANY/MNIncreased+287K+$12.7B
BANK OF AMERICA CORP /DE/Increased+60K+$12.0B
Investment Advisory Group, LLCNew Position+145K+$6.9B
LODESTAR PRIVATE ASSET MANAGEMENT LLCNew Position+142K+$6.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+145K+$6.0B
Consilium Wealth Advisory, LLCNew Position+92K+$4.4B
Western Wealth Management, LLCNew Position+93K+$4.0B
HANOVER ADVISORS INCNew Position+79K+$3.8B
Onyx Bridge Wealth Group LLCNew Position+78K+$3.7B
AMERIPRISE FINANCIAL INCIncreased+87K+$3.6B
Taylor Financial Group, Inc.New Position+75K+$3.6B
Mutual Advisors, LLCNew Position+68K+$3.2B
KilterHowling LLCNew Position+62K+$3.0B

AOM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Manske Wealth ManagementDecreased-139K-$6.2B
OSAIC HOLDINGS, INC.Decreased-67K-$4.9B
JPMORGAN CHASE & CODecreased-25K-$2.1B
Maxele Advisors, LLCDecreased-22K-$1.3B
MML INVESTORS SERVICES, LLCDecreased-1K-$955.8M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-17K-$749.0M
Focus Partners WealthDecreased-444-$720.0M
Mesirow Financial Investment Management, Inc.Decreased-234-$708.5M
MAI Capital ManagementDecreased-81-$703.3M
Mariner, LLCDecreased-352-$692.1M
RFG Advisory, LLCDecreased-4K-$561.6M
SEEDS INVESTOR LLCDecreased-12K-$552.3M
Siligmueller & Norvid Wealth Advisors LLCClosed Position-10K-$487.9M
CAPTRUST FINANCIAL ADVISORSDecreased-1K-$458.5M
StoneX Group Inc.Decreased-200-$444.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC405,691$19.0B0.01%Share
2AMERIPRISE FINANCIAL INC356,248$17.0B0.00%Share
3Weitzel Financial Services, Inc.301,264$14.4B5.58%Share
4WELLS FARGO & COMPANY/MN297,401$14.0B0.00%Share
5AJ Advisors, LLC269,096$12.8B4.74%Share
6BANK OF AMERICA CORP /DE/250,767$11.0B0.00%Share
7WELLS FARGO & COMPANY/MN247,599$11.0B0.00%Share
8Weaver Consulting Group174,178$8.3B2.03%Share
9ROYAL BANK OF CANADA181,981$8.0B0.00%Share
10Investment Advisory Group, LLC145,203$6.9B1.78%Share
11LODESTAR PRIVATE ASSET MANAGEMENT LLC142,244$6.8B0.68%Share
12ROYAL BANK OF CANADA140,185$6.0B0.00%Share
13COMMONWEALTH EQUITY SERVICES, LLC145,030$6.0B0.01%Share
14OSAIC HOLDINGS, INC.123,805$5.0B0.01%Share
15Consilium Wealth Advisory, LLC92,207$4.4B1.62%Share
16Western Wealth Management, LLC93,451$4.0B0.18%Share
17SEEDS INVESTOR LLC79,861$3.8B0.73%Share
18HANOVER ADVISORS INC78,751$3.8B1.46%Share
19Onyx Bridge Wealth Group LLC78,096$3.7B0.40%Share
20Taylor Financial Group, Inc.74,512$3.6B2.09%Share
21Mutual Advisors, LLC67,597$3.2B0.07%Share
22Focus Partners Wealth77,739$3.0B0.00%Share
23KilterHowling LLC62,237$3.0B1.51%Share
24JIM SAULNIER & ASSOCIATES, LLC47,767$2.3B1.18%Share
25Enclave Advisors LLC47,345$2.3B0.32%Share
26ASPIRIANT, LLC45,218$2.2B0.06%Share
27Beacon Financial Advisory LLC43,727$2.1B0.48%Share
28Manske Wealth Management42,511$2.0B0.60%Share
29Private Advisor Group, LLC56,576$2.0B0.01%Share
30UBS Group AG33,396$1.6B0.00%Share
31MILESTONE ASSET MANAGEMENT, LLC32,135$1.5B0.29%Share
32LifePlan Financial, LLC31,999$1.5B1.17%Share
33Prosperity Consulting Group, LLC27,986$1.3B0.06%Share
34Gallacher Capital Management LLC26,734$1.3B0.49%Share
35BlueStem Wealth Partners, LLC26,127$1.2B0.14%Share
36RDA Financial Network24,670$1.2B0.28%Share
37J.W. COLE ADVISORS, INC.27,858$1.1B0.03%Share
38KMG FIDUCIARY PARTNERS, LLC23,096$1.1B0.08%Share
39Fort Henry Capital, LLC22,557$1.1B0.66%Share
40Sovereign Financial Group, Inc.22,148$1.1B0.18%Share
41Godshalk Welsh Capital Management, Inc.21,799$1.0B0.59%Share
42High Net Worth Advisory Group LLC21,200$1.0B0.23%Share
43Global Financial Private Client, LLC20,973$1.0B0.35%Share
44JONES FINANCIAL COMPANIES LLLP22,136$1.0B0.00%Share
45RAYMOND JAMES FINANCIAL INC34,901$1.0B0.00%Share
46Rothschild Wealth LLC22,010$1.0B0.12%Share
47BANK OF AMERICA CORP /DE/32,587$1.0B0.00%Share
48STIFEL FINANCIAL CORP32,809$1.0B0.00%Share
49EIGHT 31 FINANCIAL, LLC20,886$996.0M0.55%Share
50RITHOLTZ WEALTH MANAGEMENT20,513$979.0M0.02%Share

AOM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025282$244.8B+124
Q3 2025158$229.0B-91
Q2 2025249$325.1B-4
Q1 2025253$442.4B+34
Q4 2024219$17.0T+53
Q3 2024166$79.1T-3
Q2 2024169$64.3T+9
Q1 2024160$769.8T—

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As of Q4 2025, 50 institutional investors hold AOM (iShares Core 40/60 Moderate Allocation ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $19.0B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own AOM?

As of Q4 2025, 50 institutional investors report holding AOM (iShares Core 40/60 Moderate Allocation ETF) in their 13F filings.

Who is the largest institutional holder of AOM?

The largest institutional holder of AOM is RAYMOND JAMES FINANCIAL INC with $19.0B in shares.

Is institutional ownership of AOM increasing or decreasing?

This quarter, 11 institutions opened new positions in AOM and 1 closed their positions.