Ishares Core U.s. Aggregate (AGG) Held by Superinvestors
ISHARES CORE U.S. AGGREGATE (AGG) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $32.04M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of AGG tracked by InsiderSet, reporting ownership valued at approximately $16.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.05M, representing an estimated loss of -4.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AGG value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, and several other long-term asset managers with concentrated positions in ISHARES CORE U.S. AGGREGATE (AGG).
This page ranks the largest institutional AGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | Jim Simons | 0.02% | 169,699 | $16,796,807 | $16,051,828 | -$744,979 | -4.44% |
| Sequoia Financial Advisors | 0.08% | 152,297 | $15,074,377 | $14,405,773 | -$668,604 | -4.44% | |
| Matrix Private Capital Group | Richard S. Fuld | 0.08% | 1,744 | $172,621 | $164,965 | -$7,656 | -4.44% |
Frequently asked questions about AGG
Who are the largest superinvestors holding AGG?
The largest superinvestors holding AGG in the latest SEC Form 13F filings include Renaissance Technologies LLC, Sequoia Financial Advisors, and Matrix Private Capital Group. InsiderSet ranks these superinvestors by their latest reported AGG position.
What does the AGG superinvestors page include?
This page tracks AGG positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ISHARES CORE U.S. AGGREGATE (AGG) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold AGG?
InsiderSet currently tracks 3 superinvestors reporting AGG holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own AGG.
How much AGG stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $32.04M in AGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were AGG superinvestor holdings last updated?
The latest AGG superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor AGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its AGG position after the reporting date.
Are superinvestors buying or selling AGG?
Buying and selling can be analyzed by comparing AGG positions across consecutive 13F reporting periods. InsiderSet's AGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGG ownership changes.
How have superinvestor AGG holdings changed over time?
InsiderSet tracks AGG holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.