iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q3 2025 (September 30)63holders −10
3new positions
10sold out
1famous investor
$105.33avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, down 10 from Q2 2025. 3 opened new positions and 10 sold out. The largest holders were Destination Wealth Management ($20.2M), Morgan Stanley ($12.7M) and OneDigital Investment Advisors LLC ($11.2M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 10 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 74,388 shares bought and 128,794 shares sold, net −54,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Destination Wealth Management | 0.56% | Add +2.7% | 191,932 | $20.2M |
| Morgan Stanley | 0.00% | Add +2.0% | 120,443 | $12.7M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -4.5% | 106,439 | $11.2M |
| Bank of America Corp. | 0.00% | Add +13.7% | 104,384 | $11.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.5% | 93,387 | $9.8M |
| Colton Groome Financial Advisors, LLC | 2.20% | Reduce -9.9% | 68,042 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +117.5% | 45,553 | $4.8M |
| US Bancorp \de | 0.00% | Reduce -56.6% | 32,566 | $3.4M |
| Keybank National Association | 0.01% | Add +12.0% | 30,402 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.9% | 28,862 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 27,120 | $2.9M |
| Kelly Financial Group LLC | 0.65% | Add +6.5% | 23,304 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 17,810 | $1.9M |
| Biondo Investment Advisors, LLC | 0.20% | Add +5.3% | 15,077 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Add +4.4% | 13,785 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.34% | Add +0.0% | 13,521 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +129.3% | 11,172 | $1.2M |
| WorthPointe, LLC | 0.43% | Add +1.3% | 10,788 | $1.1M |
| LPL Financial LLC | 0.00% | Add +0.3% | 10,263 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -82.2% | 8,371 | $882K |
| D L Carlson Investment Group Inc. | 0.12% | Reduce -62.7% | 7,008 | $738K |
| Cetera Investment Advisers | 0.00% | New | 6,950 | $732K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 6,895 | $726K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 5,105 | $535K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -8.5% | 4,735 | $499K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,095 | $431K |
| Procyon Advisors, LLC | 0.02% | New | 3,988 | $420K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 3,983 | $420K |
| German American Bancorp, Inc. | 0.04% | No change | 3,937 | $415K |
| UBS Group AG | 0.00% | No change | 3,823 | $403K |
| 5T Wealth, LLC | 0.18% | Reduce -0.8% | 3,822 | $403K |
| Modern Wealth Management, LLC | 0.01% | Reduce -14.1% | 3,708 | $391K |
| TSA Wealth Managment LLC | 0.13% | Reduce -7.9% | 3,705 | $390K |
| Royal Bank of Canada | 0.00% | Add +0.4% | 3,640 | $383K |
| Cypress Wealth Services, LLC | 0.06% | No change | 3,576 | $377K |
| Sigma Planning Corp | 0.01% | Add +43.2% | 3,294 | $347K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.9% | 3,251 | $343K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -2.1% | 3,236 | $341K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -8.7% | 2,933 | $312K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.8% | 2,885 | $304K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 2,727 | $287K |
| AMG National Trust Bank | 0.01% | No change | 2,450 | $258K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -47.8% | 2,290 | $241K |
| Csenge Advisory Group | 0.01% | Reduce -1.1% | 2,213 | $233K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 2,085 | $220K |
| Focus Financial Network, Inc. | 0.01% | Add +3.5% | 2,010 | $212K |
| First National Trust Co | 0.01% | No change | 2,000 | $211K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -69.5% | 1,913 | $202K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -18.0% | 1,228 | $129K |
| Blair William & Co. | 0.00% | Reduce -20.0% | 568 | $60K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 495 | $52K |
| First United Bank & Trust | 0.02% | Reduce -18.4% | 445 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +274.0% | 288 | $30K |
| Bank of Montreal | 0.00% | Add +1.2% | 175 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | New | 165 | $17K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 154 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $12K |
| United Financial Planning Group LLC | 0.01% | — | 361 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| FMR LLC | 0.00% | Reduce -3.0% | 64 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $5K |
| AE Wealth Management LLC | 0.00% | Reduce -5.0% | 19 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 17 | $2K |
"% 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.