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
Q4 2021Sequoia Financial AdvisorsBuy1,060,4681,388,097$158,354
Q4 2021Matrix Private Capital GroupSell-624,036$460
Q3 2021Sequoia Financial AdvisorsSell-836,656327,629$37,622
Q3 2021Matrix Private Capital GroupSell-714,098$471
Q2 2021Renaissance Technologies LLCSell-120,50041,800$4,821
Q2 2021Sequoia Financial AdvisorsBuy61,3431,164,285$134,277
Q2 2021Hillman Value FundBuy281281$32
Q2 2021Matrix Private Capital GroupBuy2774,169$481
Q1 2021Sequoia Financial AdvisorsSell-17,4691,102,942$125,548
Q1 2021Matrix Private Capital GroupSell-6313,892$443
Q4 2020Renaissance Technologies LLCBuy116,000162,300$19,182
Q4 2020Sequoia Financial AdvisorsBuy61,3531,120,411$132,421
Q3 2020Sequoia Financial AdvisorsBuy115,9461,059,058$125,032
Q3 2020Renaissance Technologies LLCSell-57,40046,300$5,466
Q3 2020Matrix Private Capital GroupSell-1264,523$534
Q2 2020Renaissance Technologies LLCBuy89,300103,700$12,258
Q2 2020Sequoia Financial AdvisorsBuy25,935943,112$111,485
Q1 2020Sequoia Financial AdvisorsBuy36,904917,177$105,815
Q1 2020Renaissance Technologies LLCBuy1,30014,400$1,661
Q1 2020Matrix Private Capital GroupSell-3134,649$536
Q4 2019Sequoia Financial AdvisorsBuy63,248880,273$98,916
Q4 2019Matrix Private Capital GroupBuy4,9624,962$558
Q3 2019Sequoia Financial AdvisorsBuy120,810817,025$92,463
Q2 2019Sequoia Financial AdvisorsBuy138,207696,215$77,524
Q1 2019Sequoia Financial AdvisorsBuy277,396558,008$60,862
Q4 2018Sequoia Financial AdvisorsBuy44,527280,612$29,882
Q4 2018Renaissance Technologies LLCSell-5,70013,100$1,395
Q3 2018Sequoia Financial AdvisorsBuy7,632236,085$24,912
Q2 2018Sequoia Financial AdvisorsBuy4,048228,453$24,289
Q1 2018Sequoia Financial AdvisorsSell-30,463224,405$24,067

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.

Related AGG Institutional Insights

AGG Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet