iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q4 2024 (December 31)79holders +6
9new positions
7sold out
1famous investor
$102.24avg. 13F price*
At the end of Q4 2024, 79 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 7 sold out. The largest holders were Assetmark, Inc. ($35.9M), Destination Wealth Management ($18.1M) and OneDigital Investment Advisors LLC ($13.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.4M |
| Exits | 7 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 97,352 shares bought and 208,370 shares sold, net −111,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Assetmark, Inc. | 0.10% | Reduce -5.6% | 351,280 | $35.9M |
| Destination Wealth Management | 0.56% | Add +2.5% | 176,681 | $18.1M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -2.3% | 131,612 | $13.5M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 125,603 | $12.8M |
| Bank of America Corp. | 0.00% | Add +21.8% | 113,583 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.1% | 101,074 | $10.3M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 92,042 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Add +10.8% | 52,381 | $5.4M |
| Aveo Capital Partners, LLC | 0.41% | Add +0.7% | 36,589 | $3.7M |
| Keybank National Association | 0.01% | Add +7.8% | 35,913 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.9% | 31,884 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.4% | 31,526 | $3.2M |
| Colton Groome Financial Advisors, LLC | 1.13% | Reduce -0.8% | 28,943 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -17.0% | 28,529 | $2.9M |
| Marcum Wealth, LLC | 0.25% | New | 27,787 | $2.8M |
| Kelly Financial Group LLC | 0.86% | — | 23,659 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 21,084 | $2.2M |
| Citadel Advisors | 0.00% | Add +71.1% | 14,611 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.53% | Reduce -0.6% | 14,328 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Add +4.9% | 14,099 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 13,717 | $1.4M |
| Csenge Advisory Group | 0.07% | Reduce -0.8% | 11,762 | $1.2M |
| Biondo Investment Advisors, LLC | 0.16% | Add +2.5% | 11,445 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 11,411 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +2.3% | 10,951 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -3.1% | 10,855 | $1.1M |
| Bangor Savings Bank | 0.09% | New | 9,819 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 9,051 | $925K |
| Wooster Corthell Wealth Management, Inc. | 0.15% | Reduce -2.7% | 6,922 | $708K |
| 5T Wealth, LLC | 0.33% | — | 5,865 | $600K |
| TSA Wealth Managment LLC | 0.23% | Reduce -8.2% | 5,482 | $560K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -2.3% | 5,345 | $546K |
| Montag & Caldwell, LLC | 0.12% | New | 5,285 | $540K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -1.3% | 5,013 | $513K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.6% | 4,555 | $466K |
| Cetera Investment Advisers | 0.00% | Add +12.6% | 4,512 | $461K |
| Royal Bank of Canada | 0.00% | Add +0.5% | 4,437 | $454K |
| Modern Wealth Management, LLC | 0.02% | Reduce -6.1% | 4,397 | $449K |
| UBS Group AG | 0.00% | Add +5.2% | 4,251 | $435K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.9% | 4,054 | $414K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.4% | 3,989 | $408K |
| German American Bancorp, Inc. | 0.04% | No change | 3,937 | $402K |
| WorthPointe, LLC | 0.17% | New | 3,925 | $401K |
| Kickstand Ventures, Llc. | 0.10% | Reduce -4.5% | 3,802 | $389K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -6.1% | 3,756 | $384K |
| DAVENPORT & Co LLC | 0.00% | Add +4.8% | 3,499 | $358K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 3,453 | $353K |
| Shared Vision Wealth Group LLC | 0.18% | Reduce -10.9% | 3,341 | $342K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.5% | 3,189 | $326K |
| VestGen Investment Management | 0.09% | Add +12.4% | 3,046 | $311K |
| Algorithmic Investment Models, LLC | 0.23% | Add +1.9% | 2,946 | $301K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,919 | $298K |
| Truist Financial Corp. | 0.00% | Add +8.9% | 2,605 | $266K |
| AMG National Trust Bank | 0.01% | Reduce -3.9% | 2,450 | $250K |
| Foguth Wealth Management, LLC. | 0.06% | New | 2,343 | $240K |
| Raymond James Financial Inc. | 0.00% | — | 2,150 | $220K |
| Atria Investments, Inc | 0.00% | Reduce -2.6% | 2,070 | $212K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +6.8% | 2,024 | $207K |
| Blair William & Co. | 0.00% | No change | 942 | $96K |
| First United Bank & Trust | 0.02% | Add +14.5% | 649 | $66K |
| 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% | Add +16.2% | 272 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -15.3% | 222 | $23K |
| Bank of Montreal | 0.00% | Reduce -79.8% | 171 | $17K |
| AE Wealth Management LLC | 0.00% | New | 169 | $17K |
| Citigroup Inc. | 0.00% | No change | 150 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | New | 124 | $13K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.9% | 112 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.0% | 77 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| Tsfg, LLC | 0.00% | Add +2.0% | 51 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $4K |
| Ameriflex Group, Inc. | 0.00% | — | 38 | $4K |
| FMR LLC | 0.00% | Reduce -26.9% | 19 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 17 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 17 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 15 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 8 | $818 |
"% 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.