iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q2 2025 (June 30)73holders +5
10new positions
6sold out
1famous investor
$104.42avg. 13F price*
At the end of Q2 2025, 73 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, up 5 from Q1 2025. 10 opened new positions and 6 sold out. The largest holders were Destination Wealth Management ($19.5M), Morgan Stanley ($12.3M) and OneDigital Investment Advisors LLC ($11.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.7M |
| Exits | 6 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 81,622 shares bought and 212,574 shares sold, net −130,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Destination Wealth Management | 0.57% | Add +2.3% | 186,809 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 118,094 | $12.3M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -10.9% | 111,505 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 91,819 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 89,336 | $9.3M |
| Colton Groome Financial Advisors, LLC | 2.67% | Reduce -15.6% | 75,512 | $7.9M |
| US Bancorp \de | 0.01% | Reduce -3.3% | 75,009 | $7.8M |
| Citadel Advisors | 0.00% | Add +9.5% | 47,136 | $4.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.3% | 29,720 | $3.1M |
| Keybank National Association | 0.01% | Reduce -8.7% | 27,139 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 27,120 | $2.8M |
| Kelly Financial Group LLC | 0.66% | Reduce -3.3% | 21,871 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -42.8% | 20,945 | $2.2M |
| D L Carlson Investment Group Inc. | 0.36% | New | 18,793 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +15.8% | 17,200 | $1.8M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.2% | 14,311 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.46% | Add +0.7% | 13,519 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Add +3.0% | 13,204 | $1.4M |
| WorthPointe, LLC | 0.47% | Add +46.8% | 10,652 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -14.7% | 10,234 | $1.1M |
| Northern Trust Corp. | 0.00% | New | 9,239 | $965K |
| Envestnet Asset Management Inc. | 0.00% | Add +15.9% | 6,814 | $712K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -29.2% | 6,280 | $656K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.0% | 6,188 | $646K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 5,607 | $585K |
| Montag & Caldwell, LLC | 0.12% | No change | 5,237 | $547K |
| Silver Oak Securities, Incorporated | 0.04% | Add +2.7% | 5,174 | $540K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.6% | 4,873 | $509K |
| Wooster Corthell Wealth Management, Inc. | 0.09% | Reduce -22.9% | 4,703 | $491K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -3.6% | 4,390 | $459K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.4% | 4,314 | $451K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -21.6% | 4,095 | $428K |
| TSA Wealth Managment LLC | 0.15% | Reduce -8.3% | 4,022 | $420K |
| Captrust Financial Advisors | 0.00% | Add +12.8% | 3,959 | $413K |
| German American Bancorp, Inc. | 0.04% | No change | 3,937 | $411K |
| 5T Wealth, LLC | 0.20% | Reduce -0.4% | 3,851 | $402K |
| UBS Group AG | 0.00% | Reduce -6.9% | 3,823 | $399K |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 3,624 | $378K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -4.8% | 3,576 | $373K |
| DAVENPORT & Co LLC | 0.00% | Add +0.9% | 3,417 | $357K |
| Kickstand Ventures, Llc. | 0.08% | Reduce -4.2% | 3,306 | $345K |
| Shared Vision Wealth Group LLC | 0.17% | Reduce -3.9% | 3,211 | $333K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.9% | 2,969 | $310K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 2,655 | $277K |
| AMG National Trust Bank | 0.01% | No change | 2,450 | $256K |
| Sigma Planning Corp | 0.01% | New | 2,300 | $240K |
| Csenge Advisory Group | 0.01% | No change | 2,238 | $231K |
| Assetmark, Inc. | 0.00% | Reduce -29.7% | 2,204 | $230K |
| First National Trust Co | 0.01% | New | 2,000 | $209K |
| Focus Financial Network, Inc. | 0.01% | New | 1,941 | $203K |
| Citigroup Inc. | 0.00% | New | 1,521 | $159K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,498 | $156K |
| Raymond James Financial Inc. | 0.00% | Reduce -36.6% | 1,389 | $145K |
| Blair William & Co. | 0.00% | No change | 710 | $74K |
| First United Bank & Trust | 0.02% | No change | 545 | $57K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 495 | $52K |
| Park Place Capital Corp | 0.01% | No change | 305 | $32K |
| Bank of Montreal | 0.00% | Add +0.6% | 173 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 153 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 130 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 77 | $8K |
| FMR LLC | 0.00% | Reduce -9.6% | 66 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 60 | $6K |
| Smithfield Trust Co | 0.00% | New | 53 | $6K |
| Tsfg, LLC | 0.00% | Add +2.0% | 52 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 39 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -33.3% | 20 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 17 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 17 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 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.