ISHARES CORE U.S. AGGREGATE (AGG) Institutional Ownership and Insiders Activity
ISHARES CORE U.S. AGGREGATE (AGG) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $15.31M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $15.14M in AGG holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$15.31M
Largest Holder
Sequoia Financial Advisors
Largest Position
$15.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$15.14M
- Matrix Private Capital Group$173,127
Related AGG Institutional Insights:
- AGG Institutional Ownership & Insiders Activity
- AGG Institutional Ownership & 13F Activity
- AGG Top Institutional Shareholders
- AGG Institutional Buying Activity
- AGG Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- AGG Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings