iShares 1-10 Year U.S. AggreAGGMETF
13F holders, Q4 2025 (December 31)61holders −2
2new positions
4sold out
1famous investor
$104.71avg. 13F price*
At the end of Q4 2025, 61 institutions reported holding iShares 1-10 Year U.S. Aggre (AGGM) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Destination Wealth Management ($21.1M), Bank of America Corp. ($11.5M) and OneDigital Investment Advisors LLC ($10.9M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $43K |
| Exits | 4 | $819K |
All 13F filers, Q3 2025 → Q4 2025: 46,318 shares bought and 168,602 shares sold, net −122,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Destination Wealth Management | 0.55% | Add +4.9% | 201,384 | $21.1M |
| Bank of America Corp. | 0.00% | Add +5.2% | 109,834 | $11.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -1.8% | 104,518 | $10.9M |
| Morgan Stanley | 0.00% | Reduce -30.4% | 83,776 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.4% | 82,748 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Add +219.7% | 35,717 | $3.7M |
| US Bancorp \de | 0.00% | Add +2.2% | 33,276 | $3.5M |
| Keybank National Association | 0.01% | Reduce -10.4% | 27,250 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 27,120 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -6.0% | 27,133 | $2.8M |
| Kelly Financial Group LLC | 0.65% | Add +4.7% | 24,404 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -52.8% | 21,526 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 18,276 | $1.9M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.2% | 15,566 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | No change | 13,785 | $1.4M |
| Beirne Wealth Consulting Services, LLC | 0.38% | Reduce -7.8% | 12,467 | $1.3M |
| LPL Financial LLC | 0.00% | Add +0.8% | 10,346 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 7,118 | $745K |
| D L Carlson Investment Group Inc. | 0.12% | No change | 7,008 | $734K |
| Cetera Investment Advisers | 0.00% | Reduce -2.3% | 6,791 | $711K |
| WorthPointe, LLC | 0.18% | Reduce -40.6% | 6,409 | $671K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -0.1% | 4,732 | $497K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,095 | $429K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 4,029 | $422K |
| German American Bancorp, Inc. | 0.04% | No change | 3,937 | $412K |
| UBS Group AG | 0.00% | No change | 3,823 | $400K |
| Procyon Advisors, LLC | 0.02% | Reduce -6.2% | 3,742 | $392K |
| Citadel Advisors | 0.00% | Reduce -56.7% | 3,628 | $380K |
| TSA Wealth Managment LLC | 0.13% | Reduce -2.6% | 3,609 | $378K |
| 5T Wealth, LLC | 0.15% | Reduce -7.3% | 3,544 | $371K |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 3,512 | $367K |
| DAVENPORT & Co LLC | 0.00% | Add +1.6% | 3,304 | $346K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -95.2% | 3,296 | $345K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 3,272 | $343K |
| Truist Financial Corp. | 0.00% | Add +19.6% | 3,260 | $341K |
| Modern Wealth Management, LLC | 0.01% | Reduce -14.5% | 3,169 | $332K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -6.1% | 3,040 | $318K |
| Shared Vision Wealth Group LLC | 0.11% | Reduce -8.1% | 2,696 | $284K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +29.5% | 2,478 | $259K |
| AMG National Trust Bank | 0.01% | No change | 2,450 | $257K |
| Csenge Advisory Group | 0.01% | Reduce -0.1% | 2,211 | $231K |
| Focus Financial Network, Inc. | 0.01% | Add +1.2% | 2,035 | $213K |
| First National Trust Co | 0.01% | No change | 2,000 | $209K |
| Assetmark, Inc. | 0.00% | Reduce -9.0% | 1,897 | $199K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -26.2% | 1,690 | $177K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +213.9% | 1,554 | $163K |
| Farther Finance Advisors, LLC | 0.00% | Add +262.1% | 1,043 | $109K |
| First United Bank & Trust | 0.02% | Add +11.2% | 495 | $52K |
| Bank of Montreal | 0.00% | Add +170.9% | 474 | $50K |
| Blair William & Co. | 0.00% | Reduce -22.5% | 440 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.4% | 439 | $46K |
| Kestra Advisory Services, LLC | 0.00% | New | 395 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 165 | $17K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.9% | 151 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 112 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 65 | $7K |
| FMR LLC | 0.00% | Reduce -4.7% | 61 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 43 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 20 | $2K |
| AE Wealth Management LLC | 0.00% | Reduce -5.3% | 18 | $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.