iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Capital Management Associates Inc

Capital Management Associates Inc increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 56,679 shares of the company’s stock after purchasing an additional 14,084 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.3% of Capital Management Associates Inc’s investment portfolio, making the stock its 16th largest position. Capital Management Associates Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,661,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in AGG. Buffalo Business & Estate Services Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $43,881,000. Cidel Asset Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 9.9% during the fourth quarter. Cidel Asset Management Inc. now owns 8,318 shares of the company’s stock worth $831,000 after acquiring an additional 750 shares during the last quarter. Leo Wealth LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 87.9% during the fourth quarter. Leo Wealth LLC now owns 10,395 shares of the company’s stock worth $1,038,000 after acquiring an additional 4,863 shares during the last quarter. Phocas Financial Corp. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $279,000. Finally, SC&H Financial Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. SC&H Financial Advisors Inc. now owns 28,855 shares of the company’s stock valued at $2,882,000 after acquiring an additional 2,471 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $99.23 on Monday. The firm has a 50-day moving average of $100.01 and a two-hundred day moving average of $100.18. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46. The company has a market cap of $138.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.