iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q2 2024 (June 30)71holders −3
6new positions
9sold out
1famous investor
$102.68avg. 13F price*
At the end of Q2 2024, 71 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, down 3 from Q1 2024. 6 opened new positions and 9 sold out. The largest holders were Assetmark, Inc. ($39.2M), JPMorgan Chase & Co. ($24.3M) and Destination Wealth Management ($17.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 1-10 Year U.S. Aggre
- CUSIP
- 464288596
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 9 | $11.5M |
All 13F filers, Q1 2024 → Q2 2024: 82,091 shares bought and 295,270 shares sold, net −213,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Assetmark, Inc. | 0.12% | Reduce -5.3% | 381,833 | $39.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 237,006 | $24.3M |
| Destination Wealth Management | 0.57% | Add +1.9% | 167,974 | $17.3M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -4.7% | 145,673 | $15.0M |
| Morgan Stanley | 0.00% | Add +23.8% | 138,235 | $14.2M |
| US Bancorp \de | 0.01% | Reduce -7.8% | 92,869 | $9.5M |
| Bank of America Corp. | 0.00% | Add +4.5% | 88,530 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -34.7% | 55,521 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +68.2% | 48,703 | $5.0M |
| Aveo Capital Partners, LLC | 0.41% | Add +1.3% | 35,244 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | — | 33,922 | $3.4M |
| Keybank National Association | 0.01% | Reduce -3.8% | 32,613 | $3.3M |
| Colton Groome Financial Advisors, LLC | 1.27% | Reduce -2.5% | 31,319 | $3.2M |
| Citadel Advisors | 0.00% | Add +28.4% | 24,878 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.7% | 19,594 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -19.5% | 16,923 | $1.7M |
| Beirne Wealth Consulting Services, LLC | 0.60% | Add +9.8% | 14,558 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +3.2% | 13,637 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +23.8% | 12,273 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -10.4% | 11,782 | $1.2M |
| Biondo Investment Advisors, LLC | 0.17% | Add +4.8% | 11,100 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +3.6% | 10,958 | $1.1M |
| Hilltop Holdings Inc. | 0.12% | Add +0.8% | 10,109 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -80.6% | 9,721 | $998K |
| Wooster Corthell Wealth Management, Inc. | 0.18% | Reduce -4.4% | 7,603 | $781K |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 6,762 | $695K |
| Knights of Columbus Asset Advisors LLC | 0.04% | New | 6,594 | $677K |
| TSA Wealth Managment LLC | 0.27% | Reduce -46.3% | 6,213 | $638K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +9.6% | 5,470 | $562K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -62.6% | 5,042 | $518K |
| Modern Wealth Management, LLC | 0.04% | Reduce -79.9% | 4,845 | $498K |
| UBS Group AG | 0.00% | Add +2.9% | 4,412 | $453K |
| Royal Bank of Canada | 0.00% | Add +3.8% | 4,375 | $449K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -1.5% | 4,045 | $415K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.0% | 4,025 | $413K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -0.4% | 4,001 | $411K |
| AMG National Trust Bank | 0.01% | Add +42.3% | 3,985 | $409K |
| Cetera Investment Advisers | 0.00% | Add +19.5% | 3,787 | $389K |
| Shared Vision Wealth Group LLC | 0.22% | Reduce -23.8% | 3,749 | $385K |
| Ascent Group, LLC | 0.03% | Reduce -13.8% | 3,696 | $380K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.7% | 3,674 | $377K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.8% | 3,433 | $353K |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 3,430 | $352K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.0% | 3,347 | $344K |
| DAVENPORT & Co LLC | 0.00% | New | 3,338 | $343K |
| German American Bancorp, Inc. | 0.03% | Add +33.1% | 2,937 | $302K |
| Algorithmic Investment Models, LLC | 0.23% | Reduce -39.3% | 2,802 | $288K |
| VestGen Investment Management | 0.08% | Add +8.0% | 2,715 | $279K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 2,623 | $269K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -14.0% | 2,497 | $257K |
| Bank of Montreal | 0.00% | No change | 2,400 | $248K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 2,379 | $244K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 2,335 | $240K |
| Atria Investments, Inc | 0.00% | New | 2,208 | $227K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -23.8% | 1,537 | $158K |
| Blair William & Co. | 0.00% | Reduce -4.0% | 942 | $97K |
| First United Bank & Trust | 0.02% | Add +7.6% | 579 | $59K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 495 | $51K |
| Park Place Capital Corp | 0.01% | No change | 305 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 233 | $24K |
| Global Retirement Partners, LLC | 0.00% | Add +368.9% | 211 | $22K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 171 | $18K |
| Citigroup Inc. | 0.00% | No change | 150 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 110 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 66 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $4K |
| Atwood & Palmer Inc. | 0.00% | New | 28 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 22 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 8 | $821 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -99.5% | 3 | $308 |
"% of holder's portfolio" is AGGM's weight in each manager's 13F, not the share of iShares 1-10 Year U.S. Aggre the manager owns.