ISHARES TR (AOA) is held by 68 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Rockefeller Capital Management L.P. as of Q1 2026.

Are institutions buying or selling AOA?

In Q1 2026, 49 institutions opened or increased positions in ISHARES TR while 22 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AOA?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold AOA?

68 institutional investors report holding ISHARES TR (AOA) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AOA?

As of Q1 2026, tracked institutions in ISHARES TR show 49 buyers versus 22 sellers — net inflows.

ISHARES TR

AOA·464289859·US·ETF·Unknown - Unknown

Holders

Avg rating(22 Elite)

$257.5M

Total Value

69% (72)

Fund Consensus

49 buying - 22 selling

No verdict yet — fewer than 2 funds hold AOA.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rockefeller Capital Management L.P.	Increased	556,687(+0.5%)	$49.3M	0.1%	+53.52%	29
LPL Financial LLC	Increased	311,488(+16.9%)	$27.6M	0.0%	+35.11%	33
ASSETMARK, INC	Increased	244,856(+2.1%)	$21.7M	0.0%	+85.57%	29
WELLS FARGO & COMPANY/MN	Decreased	194,664(-21.0%)	$17.2M	0.0%	+18.83%	0
MORGAN STANLEY	Increased	171,267(+22.3%)	$15.2M	0.0%	+24.62%	34
WAWaverly Advisors, LLC	Increased	138,998(+3.4%)	$12.3M	0.1%	+56.75%	29
BANK OF AMERICA CORP /DE/	Decreased	107,144(-14.7%)	$9.5M	0.0%	+29.55%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	74,814(+3.5%)	$6.6M	0.0%	+56.46%	28
RAYMOND JAMES FINANCIAL INC	Decreased	71,786(-49.0%)	$6.4M	0.0%	+13.22%	0
ROYAL BANK OF CANADA	Increased	68,745(+137.7%)	$6.1M	0.0%	+13.72%	44
Cetera Investment Advisers	Decreased	61,971(-2.7%)	$5.5M	0.0%	+29.30%	0
JPMORGAN CHASE & CO	Increased	59,700(+14.8%)	$5.1M	0.0%	+22.15%	31
OSAIC HOLDINGS, INC.	Decreased	55,434(-19.4%)	$4.9M	0.0%	+33.25%	0
Kestra Advisory Services, LLC	Decreased	54,835(-47.0%)	$4.9M	0.0%	+25.64%	0
Farther Finance Advisors, LLC	Increased	48,523(+38.4%)	$4.3M	0.0%	+15.27%	35
UBS Group AG	Decreased	45,990(-2.1%)	$4.1M	0.0%	+35.98%	0
NewEdge Advisors, LLC	Increased	39,422(+9.4%)	$3.5M	0.0%	+43.89%	29
Allworth Financial LP	Increased	34,057(+2.2%)	$3M	0.0%	+57.82%	27
Cerity Partners LLC	Increased	33,912(+10.2%)	$3M	0.0%	+45.62%	29
EP Wealth Advisors, LLC	New	30,634	$2.7M	0.0%	+6.83%	36