ISHARES TR (AOA) is held by 66 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Rockefeller Capital Management L.P. as of Q2 2026.

Are institutions buying or selling AOA?

In Q2 2026, 38 institutions opened or increased positions in ISHARES TR while 29 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AOA?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for AOA. In Q2 2026, the institutional leg showed net inflows: 38 buying versus 29 selling.

How many hedge funds hold AOA?

66 institutional investors report holding ISHARES TR (AOA) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into AOA?

As of Q2 2026, tracked institutions in ISHARES TR show 38 buyers versus 29 sellers — net inflows.

ISHARES TR

AOA·464289859·US·ETF·Unknown - Unknown

Holders

(13 Elite)

$283.8M

Total Value

57% (67)

Consensus

38 buying - 29 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 66 funds

13 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AOA.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rockefeller Capital Management L.P.	Increased	611,739(+9.9%)	$59.7M	0.1%	+33.11%	32
LPL Financial LLC	Decreased	247,088(-20.7%)	$24.1M	0.0%	+37.31%	0
ASSETMARK, INC	Increased	245,482(+0.3%)	$24M	0.0%	+88.19%	29
WELLS FARGO & COMPANY/MN	Decreased	184,629(-5.2%)	$18M	0.0%	+20.77%	0
MORGAN STANLEY	Decreased	148,997(-13.0%)	$14.5M	0.0%	+26.65%	0
WAWaverly Advisors, LLC	Increased	145,444(+4.6%)	$14.2M	0.1%	+55.46%	29
BANK OF AMERICA CORP /DE/	Decreased	102,669(-4.2%)	$10M	0.0%	+31.66%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	79,097(+5.7%)	$7.7M	0.0%	+54.37%	29
OSAIC HOLDINGS, INC.	Increased	74,652(+34.7%)	$7.3M	0.0%	+25.00%	35
ROYAL BANK OF CANADA	Increased	70,134(+2.0%)	$6.8M	0.0%	+14.07%	28
JPMORGAN CHASE & CO	Increased	67,537(+13.1%)	$6.6M	0.0%	+16.41%	31
RAYMOND JAMES FINANCIAL INC	Decreased	63,301(-11.8%)	$6.2M	0.0%	+15.06%	0
Cetera Investment Advisers	Increased	62,920(+1.5%)	$6.1M	0.0%	+30.85%	28
Kestra Advisory Services, LLC	Decreased	54,499(-0.6%)	$5.3M	0.0%	+27.68%	0
Farther Finance Advisors, LLC	Decreased	48,481(-0.1%)	$4.7M	0.0%	+17.15%	0
UBS Group AG	Increased	47,074(+2.4%)	$4.6M	0.0%	+37.08%	27
CITADEL ADVISORS LLC	Increased	40,400(+242.3%)	$3.9M	0.0%	+4.05%	43
NewEdge Advisors, LLC	Decreased	36,886(-6.4%)	$3.6M	0.0%	+50.57%	0
Cerity Partners LLC	Increased	34,254(+1.0%)	$3.3M	0.0%	+47.34%	27
EP Wealth Advisors, LLC	Increased	31,800(+3.8%)	$3.1M	0.0%	+8.33%	27

Showing 1-20 of 68

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

Smart Money Verdict

Who's Trading

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