iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Clearwater Capital Advisors LLC

Clearwater Capital Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 145,715 shares of the company’s stock after acquiring an additional 5,298 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.4% of Clearwater Capital Advisors LLC’s portfolio, making the stock its 18th biggest holding. Clearwater Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,120,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Cibc World Markets Corp grew its stake in iShares Core U.S. Aggregate Bond ETF by 5.0% in the 4th quarter. Cibc World Markets Corp now owns 67,541 shares of the company’s stock worth $6,545,000 after acquiring an additional 3,225 shares during the period. SouthState Corp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.7% during the fourth quarter. SouthState Corp now owns 6,931 shares of the company’s stock worth $672,000 after purchasing an additional 990 shares during the last quarter. Creative Financial Designs Inc. ADV grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.0% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 12,905 shares of the company’s stock valued at $1,250,000 after purchasing an additional 1,583 shares during the period. IMG Wealth Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $56,000. Finally, WealthTrust Asset Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after buying an additional 198 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %

Shares of NYSEARCA:AGG opened at $98.28 on Monday. The firm has a market cap of $124.82 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. The stock’s 50-day moving average price is $97.58 and its two-hundred day moving average price is $98.57. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.