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 2018Renaissance Technologies LLCBuy18,80018,800$2,016
Q4 2017Sequoia Financial AdvisorsBuy20,255254,868$27,865
Q3 2017Sequoia Financial AdvisorsBuy16,890234,613$25,711
Q2 2017Sequoia Financial AdvisorsSell-71,619217,723$23,843
Q1 2017Sequoia Financial AdvisorsSell-37,987289,342$31,391
Q4 2016Sequoia Financial AdvisorsBuy27,663327,329$35,371
Q3 2016Sequoia Financial AdvisorsBuy289,981299,666$33,688
Q2 2016Sequoia Financial AdvisorsBuy9,2919,685$1,091
Q1 2016Sequoia Financial AdvisorsSell-2,728394$3,559
Q4 2015Sequoia Financial AdvisorsBuy5233,122$344
Q3 2015Sequoia Financial AdvisorsBuy4612,599$285
Q2 2015Sequoia Financial AdvisorsSell-1472,138$233
Q1 2015Sequoia Financial AdvisorsSell-8372,285$255
Q4 2014Sequoia Financial AdvisorsSell-6353,122$344
Q3 2014Sequoia Financial AdvisorsSell-263,757$410
Q2 2014Sequoia Financial AdvisorsSell-6853,783$414
Q1 2014Sequoia Financial AdvisorsSell-2,0394,468$482
Q4 2013Sequoia Financial AdvisorsBuy6,5076,507$693

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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