Vault-13

ISHARES TR IAGG

CORE INTL AGGR · ETP · CUSIP 46435G672

561 institutional holders +175 vs Q1 2025
175,904,278175.9m shares reported held*
$8.9bnreported value*
204 new 199 added 100 reduced 31 sold out net bought ≈ $3.7bn (+73.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.59. Options: 1 managers hold calls ($281.0k notional), 1 hold puts ($209.5k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 288Q4 22: 317Q1 23: 299Q2 23: 314Q3 23: 303Q4 23: 325Q1 24: 347Q2 24: 355Q3 24: 364Q4 24: 393Q1 25: 386Q2 25: 561561Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022288
Q4 2022317
Q1 2023299
Q2 2023314
Q3 2023303
Q4 2023325
Q1 2024347
Q2 2024355
Q3 2024364
Q4 2024393
Q1 2025386
Q2 2025561

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 23: 149 bought or addedQ3 23: 141 cut or sold outQ4 23: 179 bought or addedQ4 23: 122 cut or sold outQ4 23Q1 24: 195 bought or addedQ1 24: 120 cut or sold outQ2 24: 197 bought or addedQ2 24: 136 cut or sold outQ2 24Q3 24: 206 bought or addedQ3 24: 124 cut or sold outQ4 24: 240 bought or addedQ4 24: 114 cut or sold outQ4 24Q1 25: 195 bought or addedQ1 25: 170 cut or sold outQ2 25: 403 bought or addedQ2 25: 131 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023149141
Q4 2023179122
Q1 2024195120
Q2 2024197136
Q3 2024206124
Q4 2024240114
Q1 2025195170
Q2 2025403131

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $309.9kQ1 25 puts: $454.9kQ1 25P/C 1.47Q2 25 calls: $281.0kQ2 25 puts: $209.5kQ2 25P/C 0.75
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$309.9k$454.9k1.47
Q2 2025$281.0k$209.5k0.75

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +20,268,433+20.3m
BlackRock, Inc. Added +7,913,022+7.9m
LPL Financial LLC Added +7,067,505+7.1m
JPMORGAN CHASE & CO Added +2,676,137+2.7m
BANK OF AMERICA CORP /DE/ Added +2,323,660+2.3m
MORGAN STANLEY Added +2,209,455+2.2m
Envestnet Portfolio Solutions, Inc. New +2,195,945+2.2m
CWM, LLC Added +2,006,214+2.0m
PARK AVENUE SECURITIES LLC Added +1,708,983+1.7m
Cetera Investment Advisers Added +1,397,031+1.4m

Biggest sellers

JONES FINANCIAL COMPANIES LLLP Reduced -767,145-767.1k
Prime Capital Investment Advisors, LLC Reduced -428,135-428.1k
Matson Money. Inc. Reduced -179,178-179.2k
Daiichi Life Group, Inc. Sold out -98,300-98.3k
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -96,787-96.8k
N.E.W. Advisory Services LLC Reduced -50,586-50.6k
PLANWISER FINANCIAL, LLC Sold out -49,830-49.8k
EQ LLC Reduced -47,724-47.7k
Topel & Distasi Wealth Management, LLC Sold out -42,481-42.5k
CW Advisors, LLC Sold out -41,810-41.8k

Biggest calls

CITADEL ADVISORS LLC Reduced $281.0k5.5k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $209.5k4.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock, Inc. (4.9%, 2026-10-27)

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.31% of their portfolio Berwyn, PA 21,033,17921.0m $1.1bn $1.1bn 0.31% Added +20.3m +20,268,433
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 20,249,39220.2m $1.0bn $1.0bn 0.02% Added +7.9m +7,913,022
3 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 17,687,85817.7m $903.7m $903.7m 0.06% Added +2.7m +2,676,137
4 Financial Engines Advisors L.L.C. 1.48% of their portfolio SANTA CLARA, CA 14,547,15914.5m $743.2m $743.2m 1.48% Added +105.7k +105,688
5 Matson Money. Inc. 15.10% of their portfolio MASON, OH 8,532,7248.5m $435.9m $435.9m 15.10% Reduced -179.2k -179,178
6 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 8,095,0898.1m $413.6m $413.6m 0.14% Added +7.1m +7,067,505
7 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.64% of their portfolio Paris, I0 5,583,0115.6m $262.1m $262.1m 0.64% Added +453.6k +453,638
8 WealthNavi Inc. 1.95% of their portfolio Shinagawa-ku, TOKYO, M0 3,796,5893.8m $194.0m $194.0m 1.95% Added +387.8k +387,795
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,237,7393.2m $165.4m $165.4m 0.01% Added +2.3m +2,323,660
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,405,7332.4m $122.9m $122.9m 0.01% Added +2.2m +2,209,455
11 MATHER GROUP, LLC. 1.23% of their portfolio CHICAGO, IL 2,245,7172.2m $114.7m $114.7m 1.23% Added +37.1k +37,086
12 Envestnet Portfolio Solutions, Inc. 0.41% of their portfolio BERWYN, PA 2,195,9452.2m $112.2m $112.2m 0.41% New
13 JONES FINANCIAL COMPANIES LLLP 0.08% of their portfolio DES PERES, MO 2,043,2362.0m $104.3m $104.3m 0.08% Reduced -767.1k -767,145
14 CWM, LLC 0.36% of their portfolio OMAHA, NE 2,008,2922.0m $102.6m $102.6m 0.36% Added +2.0m +2,006,214
15 SageView Advisory Group, LLC 3.79% of their portfolio Newport Beach, CA 1,968,2012.0m $100.3m $100.3m 3.79% Reduced -35.8k -35,773
16 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,929,0341.9m $98.6m $98.6m 0.13% Added +390.9k +390,937
17 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,772,8431.8m $90.6m $90.6m 0.03% Added +425.1k +425,102
18 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,730,9091.7m $88.4m $88.4m 0.15% Added +1.4m +1,397,031
19 PARK AVENUE SECURITIES LLC 0.81% of their portfolio NEW YORK, NY 1,722,6091.7m $88.0m $88.0m 0.81% Added +1.7m +1,708,983
20 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 1,635,8341.6m $83.6m $83.6m 0.04% Reduced -14.9k -14,853
21 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,634,7701.6m $83.5m $83.5m 0.01% Added +1.1m +1,064,710
22 Betterment LLC 0.16% of their portfolio NEW YORK, NY 1,466,4531.5m $74.9m $74.9m 0.16% Reduced -4.7k -4,683
23 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 1,432,0001.4m $1.4m $1.4m 0.03% Unchanged
24 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,316,4571.3m $67.2m $67.2m 0.02% Added +1.1m +1,073,873
25 MML INVESTORS SERVICES, LLC 0.19% of their portfolio SPRINGFIELD, MA 1,280,8101.3m $65.4m $65.4m 0.19% Added +1.3m +1,269,145
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,061,6601.1m $54.2m $54.2m 0.01% Added +1.0m +1,036,375
27 N.E.W. Advisory Services LLC 5.26% of their portfolio DE PERE, WI 1,061,2761.1m $54.2m $54.2m 5.26% Reduced -50.6k -50,586
28 GeoWealth Management, LLC 2.06% of their portfolio CHICAGO, IL 1,033,6521.0m $52.8m $52.8m 2.06% Added +67.4k +67,382
29 Mirae Asset Global Investments Co., Ltd. 0.18% of their portfolio SEOUL, M5 998,108998.1k $51.0m $51.0m 0.18% Added +198.0k +197,976
30 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 943,287943.3k $48.2m $48.2m 0.13% New
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 861,598861.6k $44.0m $44.0m 0.01% Added +68.4k +68,351
32 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.34% of their portfolio IRVING, TX 824,028824.0k $42.1m $42.1m 0.34% Added +671.5k +671,462
33 Savant Capital, LLC 0.27% of their portfolio ROCKFORD, IL 748,119748.1k $38.2m $38.2m 0.27% Added +28.5k +28,462
34 NewEdge Advisors, LLC 0.19% of their portfolio NEW ORLEANS, LA 730,767730.8k $37.3m $37.3m 0.19% Added +727.7k +727,706
35 Stratos Investment Management, LLC 1.69% of their portfolio BEACHWOOD, OH 721,527721.5k $36.9m $36.9m 1.69% Added +33.9k +33,895
36 GDS Wealth Management 2.68% of their portfolio FLOWER MOUND, TX 718,006718.0k $36.7m $36.7m 2.68% Added +30.5k +30,534
37 Boston Standard Wealth Management, LLC 6.58% of their portfolio WINCHESTER, MA 714,668714.7k $36.5m $36.5m 6.58% Added +120.1k +120,106
38 PRUDENT INVESTORS NETWORK, INC. 8.52% of their portfolio LAKE FOREST, CA 618,366618.4k $31.6m $31.6m 8.52% Added +16.3k +16,305
39 Capital Analysts, LLC 1.01% of their portfolio FORT WASHINGTON, PA 590,876590.9k $30.2m $30.2m 1.01% Added +73.9k +73,890
40 Foundations Investment Advisors, LLC 0.46% of their portfolio PHOENIX, AZ 565,990566.0k $28.9m $28.9m 0.46% New
41 Financial Gravity Companies, Inc. 5.52% of their portfolio Lakeway, TX 550,506550.5k $28.1m $28.1m 5.52% First filing
42 Nationwide Fund Advisors 1.51% of their portfolio COLUMBUS, OH 529,227529.2k $27.0m $27.0m 1.51% New
43 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 528,648528.6k $27.0m $27.0m 0.04% Added +521.7k +521,682
44 CAHABA WEALTH MANAGEMENT, INC. 2.06% of their portfolio Atlanta, GA 519,957520.0k $26.6m $26.6m 2.06% Reduced -13.2k -13,165
45 SYON CAPITAL LLC 1.73% of their portfolio SAN FRANCISCO, CA 511,823511.8k $26.1m $26.1m 1.73% Added +174.2k +174,175
46 Modera Wealth Management, LLC 0.32% of their portfolio WESTWOOD, NJ 510,325510.3k $26.1m $26.1m 0.32% Reduced -1.7k -1,680
47 UBS Group AG 0.01% of their portfolio ZURICH, V8 507,288507.3k $25.9m $25.9m 0.01% Added +272.2k +272,248
48 AMARILLO NATIONAL BANK 4.76% of their portfolio AMARILLO, TX 500,872500.9k $25.6m $25.6m 4.76% Reduced -33.2k -33,226
49 Prime Capital Investment Advisors, LLC 0.34% of their portfolio OVERLAND PARK, KS 500,070500.1k $25.5m $25.5m 0.34% Reduced -428.1k -428,135
50 Sanctuary Advisors, LLC 0.15% of their portfolio INDIANAPOLIS, IN 484,730484.7k $24.8m $24.8m 0.15% Added +456.5k +456,517
51 JB Capital LLC 1.19% of their portfolio WETHERSFIELD, CT 478,563478.6k $24.4m $24.4m 1.19% New
52 Merit Financial Group, LLC 0.26% of their portfolio ALPHARETTA, GA 463,616463.6k $23.7m $23.7m 0.26% Added +375.1k +375,054
53 McKinley Carter Wealth Services, Inc. 1.28% of their portfolio WHEELING, WV 449,484449.5k $23.0m $23.0m 1.28% Added +17.7k +17,740
54 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 440,614440.6k $22.5m $22.5m 0.04% Added +32.9k +32,916
55 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 423,651423.7k $21.6m $21.6m 0.02% New
56 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 420,234420.2k $21.5m $21.5m 0.01% Added +401.7k +401,686
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 403,293403.3k $20.6m $20.6m 0.02% Added +326.8k +326,803
58 Apollon Wealth Management, LLC 0.40% of their portfolio MOUNT PLEASANT, SC 396,415396.4k $20.3m $20.3m 0.40% Reduced -11.3k -11,324
59 Equitable Holdings, Inc. 0.16% of their portfolio NEW YORK, NY 391,686391.7k $20.0m $20.0m 0.16% Added +351.7k +351,732
60 Silphium Asset Management Ltd 6.79% of their portfolio London, X0 372,900372.9k $19.1m $19.1m 6.79% New
61 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 365,600365.6k $18.7m $18.7m 0.02% Added +318.8k +318,800
62 NYL Investors LLC 4.59% of their portfolio NEW YORK, NY 325,608325.6k $16.6m $16.6m 4.59% Added +1.9k +1,908
63 LANDMARK WEALTH MANAGEMENT, INC. 7.01% of their portfolio NORMAL, IL 320,466320.5k $16.4m $16.4m 7.01% Added +32.9k +32,937
64 Apella Capital, LLC 0.43% of their portfolio WEST HARTFORD, CT 313,146313.1k $16.0m $16.0m 0.43% Added +100.1k +100,137
65 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 311,925311.9k $15.9m $15.9m 0.03% Added +146.6k +146,633
66 Brio Consultants, LLC 2.28% of their portfolio SAN FRANCISCO, CA 305,121305.1k $15.6m $15.6m 2.28% Added +9.6k +9,618
67 Trinity Wealth Management, LLC 6.12% of their portfolio BERWYN, PA 301,894301.9k $15.4m $15.4m 6.12% Added +12.8k +12,762
68 Mason & Associates, LLC 3.84% of their portfolio NEWPORT NEWS, VA 299,543299.5k $15.3m $15.3m 3.84% Reduced -16.8k -16,824
69 Spire Wealth Management 0.52% of their portfolio MCLEAN, VA 284,771284.8k $14.5m $14.5m 0.52% New
70 Values Added Financial LLC 7.04% of their portfolio WASHINGTON, DC 284,303284.3k $14.5m $14.5m 7.04% Added +276.2k +276,166
71 TIAA TRUST, NATIONAL ASSOCIATION 0.04% of their portfolio CHARLOTTE, NC 283,235283.2k $14.5m $14.5m 0.04% New
72 IHT Wealth Management, LLC 0.40% of their portfolio Chicago, IL 282,375282.4k $14.4m $14.4m 0.40% New
73 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 280,437280.4k $14.3m $14.3m 0.02% Added +244.4k +244,352
74 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 272,522272.5k $13.9m $13.9m 0.04% Added +234.4k +234,440
75 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 252,039252.0k $12.9m $12.9m 0.02% Added +249.5k +249,516
76 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.93% of their portfolio FORT WAYNE, IN 251,806251.8k $12.9m $12.9m 0.93% Reduced -9.3k -9,322
77 DORVAL Corp 4.57% of their portfolio MAPLE GROVE, MN 250,214250.2k $12.8m $12.8m 4.57% Added +34.7k +34,659
78 Main Street Financial Solutions, LLC 0.91% of their portfolio NEWTOWN, PA 245,792245.8k $12.6m $12.6m 0.91% Added +8.3k +8,327
79 Modern Wealth Management, LLC 0.31% of their portfolio KANSAS CITY, MO 245,781245.8k $12.6m $12.6m 0.31% Added +103.7k +103,727
80 PENOBSCOT WEALTH MANAGEMENT 4.46% of their portfolio PORTLAND, ME 243,947243.9k $12.5m $12.5m 4.46% Added +17.9k +17,911
81 Austin Private Wealth, LLC 0.92% of their portfolio Austin, TX 228,360228.4k $11.7m $11.7m 0.92% New
82 IFP Advisors, Inc 0.31% of their portfolio TAMPA, FL 216,751216.8k $11.1m $11.1m 0.31% Added +84.1k +84,100
83 TECTONIC ADVISORS LLC 0.62% of their portfolio FRISCO, TX 207,308207.3k $10.6m $10.6m 0.62% Added +44.0k +44,000
84 Anderson Financial Strategies, LLC 6.77% of their portfolio DAYTON, OH 207,079207.1k $10.6m $10.6m 6.77% Reduced -11.8k -11,826
85 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 205,844205.8k $10.5m $10.5m 0.01% Added +121.6k +121,584
86 Occidental Asset Management, LLC 1.41% of their portfolio Burlingame, CA 199,478199.5k $10.2m $10.2m 1.41% Added +2.2k +2,181
87 Sharkey, Howes & Javer 1.34% of their portfolio DENVER, CO 196,214196.2k $10.0m $10.0m 1.34% New
88 PDS Planning, Inc 0.75% of their portfolio DUBLIN, OH 196,152196.2k $10.0m $10.0m 0.75% Reduced -817 -817
89 Octavia Wealth Advisors, LLC 1.13% of their portfolio CINCINNATI, OH 195,107195.1k $10.0m $10.0m 1.13% Reduced -18.5k -18,478
90 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 194,878194.9k $10.0m $10.0m 0.01% Reduced -10.2k -10,178
91 SteelPeak Wealth, LLC 0.39% of their portfolio WOODLAND HILLS, CA 194,590194.6k $9.9m $9.9m 0.39% New
92 AE Wealth Management LLC 0.07% of their portfolio TOPEKA, KS 192,344192.3k $9.8m $9.8m 0.07% Added +80.8k +80,829
93 Kelly Financial Services LLC 2.77% of their portfolio BRAINTREE, MA 183,741183.7k $9.4m $9.4m 2.77% New
94 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 181,552181.6k $9.3m $9.3m 0.01% Reduced -2.9k -2,880
95 Atria Wealth Solutions, Inc. 0.21% of their portfolio NEW YORK, NY 180,948180.9k $9.2m $9.2m 0.21% Added +122.2k +122,229
96 Aspect Partners, LLC 4.55% of their portfolio FAIRFAX, VA 180,687180.7k $9.2m $9.2m 4.55% Added +12.9k +12,855
97 BIP Wealth, LLC 0.56% of their portfolio ATLANTA, GA 177,954178.0k $9.1m $9.1m 0.56% Added +5.6k +5,585
98 Stone House Investment Management, LLC 1.63% of their portfolio TUNKHANNOCK, PA 174,017174.0k $8.9m $8.9m 1.63% Added +172.3k +172,347
99 Icon Wealth Advisors, LLC 0.62% of their portfolio HOUSTON, TX 169,830169.8k $8.7m $8.7m 0.62% New
100 High Falls Advisors, Inc 1.90% of their portfolio ROCHESTER, NY 168,275168.3k $8.6m $8.6m 1.90% New