ISHARES CORE U.S. AGGREGATE (AGG) Institutional Ownership Changes & 13F Activity

ISHARES CORE U.S. AGGREGATE (AGG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Matrix Private Capital Group, Renaissance Technologies LLC, and Hillman Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-15,864152,528$15,141,428
Q1 2026Matrix Private Capital GroupBuy211,744$173,127
Q4 2025Sequoia Financial AdvisorsBuy11,800168,392$16,818,949
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 2025Sequoia Financial AdvisorsSell-6,848159,780$15,805,391
Q1 2025Matrix Private Capital GroupSell-191,723$170,439
Q4 2024Renaissance Technologies LLCBuy163,200174,100$16,870,290
Q4 2024Sequoia Financial AdvisorsSell-13,992166,628$16,146,224
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 2023Sequoia Financial AdvisorsBuy159,1102,080,764$206,515,812
Q4 2023Matrix Private Capital GroupSell-1,1511,742$172,894
Q3 2023Sequoia Financial AdvisorsBuy53,5571,921,654$180,712,365
Q2 2023Sequoia Financial AdvisorsBuy46,1481,868,097$182,980,071
Q2 2023Matrix Private Capital GroupSell-552,893$283,369
Q1 2023Renaissance Technologies LLCSell-81,00010,900$1,086
Q1 2023Sequoia Financial AdvisorsBuy64,3441,821,949$181,539,007
Q1 2023Matrix Private Capital GroupSell-3,9252,948$293,739
Q4 2022Sequoia Financial AdvisorsBuy110,0091,757,605$170,470,089
Q4 2022Renaissance Technologies LLCBuy50,10091,900$8,913
Q4 2022Matrix Private Capital GroupBuy1,4826,873$666,612
Q3 2022Sequoia Financial AdvisorsSell-98,7721,647,596$158,731
Q3 2022Matrix Private Capital GroupBuy1,5655,391$519
Q2 2022Sequoia Financial AdvisorsSell-20,0211,746,368$177,590
Q2 2022Matrix Private Capital GroupBuy1793,826$389
Q1 2022Sequoia Financial AdvisorsBuy378,2921,766,389$189,180
Q1 2022Matrix Private Capital GroupSell-3893,647$391

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.

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