DSG Capital Advisors LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

DSG Capital Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 38.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 200,021 shares of the company’s stock after acquiring an additional 55,034 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.2% of DSG Capital Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. DSG Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,052,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Cultivar Capital Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after acquiring an additional 7,750 shares during the period. Ellenbecker Investment Group grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares in the last quarter. CX Institutional increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the third quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% in the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

iShares Core U.S. Aggregate Bond ETF stock opened at $100.19 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35. The stock has a market cap of $137.12 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s 50-day moving average price is $100.13 and its two-hundred day moving average price is $99.90.

iShares Core U.S. Aggregate Bond ETF Profile

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.