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 $15.25M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $15.07M 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
$15.25M
Largest Holder
Sequoia Financial Advisors
Largest Position
$15.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$15.07M
- Matrix Private Capital Group$173,127
AGG News
All news- Baron Silver Stevens Q2 Portfolio Shifts: Heavy Focus on Growth ETFs
Aug 3, 2026 · valut.ai
- Mtc Wealth Management Llc Q1 2026 Portfolio Activity: Significant Buys in VUG & BYLD
Aug 3, 2026 · valut.ai
- Members Trust Co Portfolio Analysis: Q2 2026 Investment Trends
Aug 3, 2026 · valut.ai
- Integrity Alliance LLC: Key Purchases & Sales in Q2 2026
Aug 3, 2026 · valut.ai
- Zions Bancorporation Investment Changes in 2Q2026
Aug 3, 2026 · valut.ai
- Amtrust Financial Services Portfolio Concentration Analysis: Heavy Exposure in S&P 500 ETFs
Jul 31, 2026 · valut.ai
- Family Capital Trust Co Q2 2026 Portfolio Activity Report
Jul 31, 2026 · valut.ai
- Wesbanco Bank Inc Investor Activity Analysis: Q2 2026 Portfolio Changes
Jul 30, 2026 · valut.ai
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