iShares Core 40/60 Moderate Allocation ETF (AOM)

ETF ยท NYSE Arca

iShares Core 40/60 Moderate Allocation ETF (AOM) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 4, 2008.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
November 4, 2008

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 299 institutions reported holding AOM, with 13.2 million shares worth $656.8 million in aggregate. The largest reported holder was BlackRock, with 3.1 million shares worth $153.0 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
BlackRock3,067,353$153MAdded 1.35%
Lpl Financial1,208,139$60MReduced 3.95%
Foundations Investment Advisors576,705$29MAdded 2.98%
Morgan Stanley540,513$27MReduced 24.37%
Royal Bank of Canada340,210$17MAdded 1.04%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AOM?

iShares Core 40/60 Moderate Allocation ETF (AOM) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 4, 2008.

Who are the largest institutional holders of AOM?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AOM were BlackRock, Lpl Financial and Foundations Investment Advisors.

How many institutions own AOM?

299 institutions reported a position in AOM for the quarter ended June 30, 2026, worth $656.8 million in total.

Did institutions buy or sell AOM last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for AOM.

Every reported institutional holder, plus insider and congressional trades in AOM, on SentiSense.