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
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$15.14M
- Matrix Private Capital Group$173,127
agg News
All news- Exchange Bank Portfolio Shifts: Technology Focus & Municipal Bond Adjustments in Q2 2026
Jul 12, 2026 · valut.ai
- Professional Financial Advisors LLC Q2 2026 Portfolio Activity
Jul 12, 2026 · valut.ai
- Lineweaver Wealth Advisors Increases Portfolio Exposure in Q2 2026
Jul 12, 2026 · valut.ai
- First Bank & Trust Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed
Jul 11, 2026 · valut.ai
- Kopp Family Office LLC Investment Activity Analysis: Q2 Changes Revealed
Jul 11, 2026 · valut.ai
- Freestate Advisors Llc Portfolio Shifts in Q2 2026: Key Purchases and Sales
Jul 11, 2026 · valut.ai
- Juncture Wealth Strategies Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed
Jul 11, 2026 · valut.ai
- Affiance Financial LLC Portfolio Shifts in Q2 2026: Focus on IWF and Core ETFs
Jul 11, 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