ISHARES CORE U.S. AGGREGATE (AGG) Stock Institutional Trading Activity


ISHARES CORE U.S. AGGREGATE (AGG) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q3 2025), investors with some of the largest reported share count changes include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and Hillman Value Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Sequoia Financial AdvisorsBuy8,801156,592$15,698,378
Q2 2025Renaissance Technologies LLCSell-150,40023,700$2,351,040
Q2 2025Sequoia Financial AdvisorsSell-11,989147,791$14,660,917
Q1 2025Matrix Private Capital GroupSell-191,723$170,439
Q1 2025Sequoia Financial AdvisorsSell-6,848159,780$15,805,391
Q4 2024Sequoia Financial AdvisorsSell-13,992166,628$16,146,224
Q4 2024Renaissance Technologies LLCBuy163,200174,100$16,870,290
Q3 2024Sequoia Financial AdvisorsSell-44,070180,620$18,291,412
Q2 2024Sequoia Financial AdvisorsSell-1,996,226224,690$21,810,703
Q1 2024Sequoia Financial AdvisorsBuy140,1522,220,916$217,516,522
Q4 2023Matrix Private Capital GroupSell-1,1511,742$172,894
Q4 2023Sequoia Financial AdvisorsBuy159,1102,080,764$206,515,812
Q3 2023Sequoia Financial AdvisorsBuy53,5571,921,654$180,712,365
Q2 2023Matrix Private Capital GroupSell-552,893$283,369
Q2 2023Sequoia Financial AdvisorsBuy46,1481,868,097$182,980,071
Q1 2023Renaissance Technologies LLCSell-81,00010,900$1,086
Q1 2023Matrix Private Capital GroupSell-3,9252,948$293,739
Q1 2023Sequoia Financial AdvisorsBuy64,3441,821,949$181,539,007
Q4 2022Renaissance Technologies LLCBuy50,10091,900$8,913
Q4 2022Matrix Private Capital GroupBuy1,4826,873$666,612
Q4 2022Sequoia Financial AdvisorsBuy110,0091,757,605$170,470,089
Q3 2022Matrix Private Capital GroupBuy1,5655,391$519
Q3 2022Sequoia Financial AdvisorsSell-98,7721,647,596$158,731
Q2 2022Matrix Private Capital GroupBuy1793,826$389
Q2 2022Sequoia Financial AdvisorsSell-20,0211,746,368$177,590
Q1 2022Matrix Private Capital GroupSell-3893,647$391
Q1 2022Sequoia Financial AdvisorsBuy378,2921,766,389$189,180
Q4 2021Matrix Private Capital GroupSell-624,036$460
Q4 2021Sequoia Financial AdvisorsBuy1,060,4681,388,097$158,354
Q3 2021Matrix Private Capital GroupSell-714,098$471

Frequently asked questions about AGG activity

  • Which institutional owners are buying AGG?

    Institutional owners buying AGG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AGG activity?

    "Buy" means an investor increased their reported position in AGG compared to the prior reporting period. This reflects growing exposure to ISHARES CORE U.S. AGGREGATE (AGG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AGG increasing?

    Institutional interest in AGG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.