iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q3 2024 (September 30)73holders +2
7new positions
8sold out
1famous investor
$106.77avg. 13F price*
At the end of Q3 2024, 73 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 8 sold out. The largest holders were Assetmark, Inc. ($39.8M), JPMorgan Chase & Co. ($24.6M) and Destination Wealth Management ($18.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $985K |
| Exits | 8 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 58,215 shares bought and 85,866 shares sold, net −27,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Assetmark, Inc. | 0.11% | Reduce -2.5% | 372,200 | $39.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 230,467 | $24.6M |
| Destination Wealth Management | 0.57% | Add +2.6% | 172,390 | $18.4M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -7.6% | 134,651 | $14.4M |
| Morgan Stanley | 0.00% | Reduce -7.2% | 128,337 | $13.7M |
| US Bancorp \de | 0.01% | Add +1.0% | 93,767 | $10.0M |
| Bank of America Corp. | 0.00% | Add +5.4% | 93,271 | $10.0M |
| Susquehanna International Group, LLP | 0.01% | Add +8.1% | 59,990 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.9% | 47,297 | $5.1M |
| Aveo Capital Partners, LLC | 0.41% | Add +3.1% | 36,328 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +253.7% | 34,379 | $3.7M |
| Keybank National Association | 0.01% | Add +2.2% | 33,325 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.7% | 31,988 | $3.3M |
| Colton Groome Financial Advisors, LLC | 1.17% | Reduce -6.9% | 29,165 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 20,294 | $2.2M |
| Beirne Wealth Consulting Services, LLC | 0.54% | Reduce -1.0% | 14,411 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Reduce -1.4% | 13,439 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +0.6% | 11,851 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -31.3% | 11,631 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +71.3% | 11,582 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +2.2% | 11,200 | $1.2M |
| Biondo Investment Advisors, LLC | 0.16% | Add +0.6% | 11,163 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +5.9% | 10,701 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 10,307 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -65.7% | 8,540 | $912K |
| Wooster Corthell Wealth Management, Inc. | 0.16% | Reduce -6.4% | 7,117 | $760K |
| TSA Wealth Managment LLC | 0.26% | Reduce -3.9% | 5,970 | $638K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 5,470 | $584K |
| Silver Oak Securities, Incorporated | 0.06% | Add +0.8% | 5,081 | $544K |
| Modern Wealth Management, LLC | 0.03% | Reduce -3.3% | 4,683 | $500K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 4,580 | $489K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 4,414 | $471K |
| UBS Group AG | 0.00% | Reduce -8.4% | 4,041 | $432K |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 4,009 | $428K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.5% | 4,006 | $428K |
| Cypress Wealth Services, LLC | 0.09% | No change | 4,001 | $427K |
| Kickstand Ventures, Llc. | 0.11% | Reduce -1.6% | 3,980 | $425K |
| German American Bancorp, Inc. | 0.04% | Add +34.0% | 3,937 | $421K |
| Shared Vision Wealth Group LLC | 0.21% | No change | 3,749 | $401K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.1% | 3,560 | $380K |
| Captrust Financial Advisors | 0.00% | Add +1.8% | 3,490 | $373K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,338 | $357K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.6% | 3,205 | $342K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.2% | 3,074 | $328K |
| Algorithmic Investment Models, LLC | 0.23% | Add +3.2% | 2,892 | $309K |
| VestGen Investment Management | 0.08% | Reduce -0.1% | 2,711 | $290K |
| Sigma Planning Corp | 0.01% | Add +0.3% | 2,632 | $281K |
| Ascent Group, LLC | 0.02% | Reduce -29.6% | 2,601 | $278K |
| AMG National Trust Bank | 0.01% | Reduce -36.0% | 2,550 | $272K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 2,485 | $265K |
| Truist Financial Corp. | 0.00% | Add +0.6% | 2,393 | $256K |
| Atria Investments, Inc | 0.00% | Reduce -3.8% | 2,125 | $227K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,895 | $202K |
| Blair William & Co. | 0.00% | No change | 942 | $101K |
| Bank of Montreal | 0.00% | Reduce -64.8% | 846 | $91K |
| First United Bank & Trust | 0.02% | Reduce -2.1% | 567 | $61K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 495 | $53K |
| Park Place Capital Corp | 0.01% | No change | 305 | $33K |
| Global Retirement Partners, LLC | 0.00% | Add +24.2% | 262 | $28K |
| Principal Securities, Inc. | 0.00% | Add +0.4% | 234 | $25K |
| Citigroup Inc. | 0.00% | No change | 150 | $16K |
| CoreCap Advisors, LLC | 0.00% | New | 119 | $13K |
| Farther Finance Advisors, LLC | 0.00% | No change | 110 | $12K |
| Continuum Advisory, LLC | 0.00% | New | 71 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| Tsfg, LLC | 0.00% | New | 50 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.5% | 30 | $3K |
| Atwood & Palmer Inc. | 0.00% | No change | 28 | $3K |
| FMR LLC | 0.00% | New | 26 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 17 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 17 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 8 | $854 |
"% 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.