Caldwell Trust Co increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.5% in the first quarter, HoldingsChannel.com reports. The firm owned 145,705 shares of the company’s stock after buying an additional 10,178 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.3% of Caldwell Trust Co’s portfolio, making the stock its 17th largest holding. Caldwell Trust Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,464,000 as of its most recent filing with the SEC.
Several other institutional investors have also recently added to or reduced their stakes in the stock. Bank of America Corp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after purchasing an additional 7,411,242 shares in the last quarter. Raymond James Financial Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after buying an additional 5,514,115 shares during the period. Mercer Global Advisors Inc. ADV grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after buying an additional 4,942,715 shares in the last quarter. Northern Trust Corp grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% in the fourth quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after buying an additional 4,148,106 shares in the last quarter. Finally, Constellation Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% in the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after buying an additional 2,914,000 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%
AGG stock opened at $99.34 on Friday. The business’s fifty day moving average price is $98.85 and its 200 day moving average price is $99.57. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The company has a market capitalization of $135.73 billion, a PE ratio of 124.57 and a beta of 0.25.
About iShares Core U.S. Aggregate Bond ETF
IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.
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Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
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