iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q1 2025 (March 31)68holders −11
2new positions
10sold out
1famous investor
$104.15avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, down 11 from Q4 2024. 2 opened new positions and 10 sold out. The largest holders were Destination Wealth Management ($19.0M), OneDigital Investment Advisors LLC ($13.0M) and Morgan Stanley ($12.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $747K |
| Exits | 10 | $6.7M |
All 13F filers, Q4 2024 → Q1 2025: 199,600 shares bought and 552,659 shares sold, net −353,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Destination Wealth Management | 0.60% | Add +3.4% | 182,656 | $19.0M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -4.9% | 125,213 | $13.0M |
| Morgan Stanley | 0.00% | Reduce -5.9% | 118,200 | $12.3M |
| Susquehanna International Group, LLP | 0.02% | Add +246.7% | 110,540 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 101,429 | $10.6M |
| Bank of America Corp. | 0.00% | Reduce -16.6% | 94,733 | $9.9M |
| Colton Groome Financial Advisors, LLC | 3.62% | Add +209.1% | 89,456 | $9.3M |
| US Bancorp \de | 0.01% | Reduce -15.7% | 77,587 | $8.1M |
| Citadel Advisors | 0.00% | Add +194.7% | 43,059 | $4.5M |
| Jane Street Group, LLC | 0.01% | Add +28.3% | 36,600 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.5% | 31,042 | $3.2M |
| Keybank National Association | 0.01% | Reduce -17.2% | 29,737 | $3.1M |
| Marcum Wealth, LLC | 0.25% | No change | 27,787 | $2.9M |
| Kelly Financial Group LLC | 0.74% | Reduce -4.4% | 22,625 | $2.4M |
| Wells Fargo & Company | 0.00% | Add +8.3% | 14,849 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Add +21.2% | 13,872 | $1.4M |
| Beirne Wealth Consulting Services, LLC | 0.50% | Reduce -6.3% | 13,432 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Reduce -9.1% | 12,817 | $1.3M |
| LPL Financial LLC | 0.00% | Add +5.2% | 12,000 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Reduce -1.8% | 10,751 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -18.3% | 8,870 | $924K |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.7% | 7,360 | $767K |
| WorthPointe, LLC | 0.34% | Add +84.9% | 7,257 | $756K |
| Fifth Third Securities, Inc. | 0.06% | New | 7,116 | $741K |
| Avantax Advisory Services, Inc. | 0.00% | Add +68.6% | 6,726 | $700K |
| Wooster Corthell Wealth Management, Inc. | 0.13% | Reduce -11.8% | 6,104 | $636K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -72.1% | 5,880 | $612K |
| Montag & Caldwell, LLC | 0.13% | Reduce -0.9% | 5,237 | $545K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -2.3% | 5,220 | $544K |
| Osaic Holdings, Inc. | 0.00% | Reduce -90.3% | 5,061 | $527K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.5% | 5,039 | $523K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,555 | $474K |
| TSA Wealth Managment LLC | 0.18% | Reduce -20.0% | 4,386 | $457K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.5% | 4,374 | $455K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 4,332 | $451K |
| UBS Group AG | 0.00% | Reduce -3.4% | 4,106 | $428K |
| German American Bancorp, Inc. | 0.04% | No change | 3,937 | $410K |
| 5T Wealth, LLC | 0.23% | Reduce -34.1% | 3,865 | $403K |
| Cypress Wealth Services, LLC | 0.08% | No change | 3,756 | $391K |
| Captrust Financial Advisors | 0.00% | Add +1.7% | 3,511 | $366K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -9.3% | 3,449 | $359K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.3% | 3,385 | $353K |
| Shared Vision Wealth Group LLC | 0.19% | Reduce -0.0% | 3,340 | $348K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 3,189 | $332K |
| Assetmark, Inc. | 0.00% | Reduce -99.1% | 3,134 | $326K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 2,614 | $272K |
| AMG National Trust Bank | 0.01% | No change | 2,450 | $255K |
| Csenge Advisory Group | 0.01% | Reduce -81.0% | 2,238 | $231K |
| Raymond James Financial Inc. | 0.00% | Add +1.9% | 2,190 | $228K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -8.2% | 2,151 | $224K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -26.3% | 2,151 | $224K |
| Blair William & Co. | 0.00% | Reduce -24.6% | 710 | $74K |
| First United Bank & Trust | 0.02% | Reduce -16.0% | 545 | $57K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 495 | $52K |
| Park Place Capital Corp | 0.01% | No change | 305 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 272 | $28K |
| Bank of Montreal | 0.00% | Add +0.6% | 172 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 77 | $8K |
| FMR LLC | 0.00% | Add +284.2% | 73 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | New | 60 | $6K |
| Tsfg, LLC | 0.00% | No change | 51 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $4K |
| Ameriflex Group, Inc. | 0.00% | Add +2.6% | 39 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -82.3% | 30 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 17 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -86.7% | 2 | $183 |
"% 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.