Who Owns AOM?
iShares Core 40/60 Moderate Allocation ETF — Institutional Ownership & 13F Holdings
$48.55
-0.16 (-0.33%)
Market Cap
$1.7B
Shares Outstanding
34,605,301
Institutional Holders
252
Total Inst. Value
$437.7M
% of Float Held
—
QoQ Holder Change
+93
Institutional data as of Q1 2025
New Positions
67
Closed Positions
33
Increased
63
Decreased
86
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $127.7M | 2,910,257 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.2M | 826 |
| 3 | MORGAN STANLEY | $24.9M | 566,367 |
| 4 | Weitzel Financial Services, Inc. | $12.1M | 280,083 |
| 5 | ROYAL BANK OF CANADA | $12.1M | 275,406 |
| 6 | HUB Investment Partners, LLC | $12.0M | 273,829 |
| 7 | AMERIPRISE FINANCIAL INC | $11.6M | 264,141 |
| 8 | WELLS FARGO & COMPANY/MN | $11.1M | 253,483 |
| 9 | OSAIC HOLDINGS, INC. | $9.9M | 225,880 |
| 10 | BANK OF AMERICA CORP /DE/ | $8.7M | 198,918 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +163K | $127.7M |
| Weitzel Financial Services, Inc. | +6K | $12.1M |
| HUB Investment Partners, LLC | +19K | $12.0M |
| OSAIC HOLDINGS, INC. | +38K | $9.9M |
| BANK OF AMERICA CORP /DE/ | +11K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -716K | $11.1M |
| RAYMOND JAMES FINANCIAL INC | -644K | $4.0M |
| MORGAN STANLEY | -532K | $24.9M |
| AMERIPRISE FINANCIAL INC | -139K | $11.6M |
| EIGHT 31 FINANCIAL, LLC | -94K | $934K |
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Frequently Asked Questions
How many institutional investors hold AOM?
As of Q1 2025, 252 institutional investors report holding AOM (iShares Core 40/60 Moderate Allocation ETF) in their 13F filings.
Which hedge fund owns the most AOM?
The largest institutional holder of AOM is BlackRock, Inc. with $127.7M in shares.
Are institutions buying or selling AOM?
This quarter, 67 institutions opened new positions in AOM and 33 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.