Clearwater Capital Advisors LLC Has $10.54 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Clearwater Capital Advisors LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 105,505 shares of the company’s stock after selling 24,882 shares during the period. Clearwater Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,538,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Hantz Financial Services Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 33.1% during the fourth quarter. Hantz Financial Services Inc. now owns 1,405,730 shares of the company’s stock worth $140,404,000 after buying an additional 349,386 shares in the last quarter. LifePlan Investment Advisors Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. LifePlan Investment Advisors Inc. now owns 120,122 shares of the company’s stock worth $11,998,000 after buying an additional 4,235 shares in the last quarter. First National Trust Co increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 41.5% during the fourth quarter. First National Trust Co now owns 21,820 shares of the company’s stock worth $2,179,000 after buying an additional 6,404 shares in the last quarter. Summit Asset Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 217.4% during the fourth quarter. Summit Asset Management LLC now owns 286,241 shares of the company’s stock worth $28,590,000 after buying an additional 196,056 shares in the last quarter. Finally, Clune & Associates LTD. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% during the fourth quarter. Clune & Associates LTD. now owns 17,154 shares of the company’s stock worth $1,713,000 after buying an additional 460 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 Stock Performance

NYSEARCA AGG opened at $98.44 on Monday. The firm has a market cap of $134.50 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The company has a 50 day moving average of $99.09 and a 200-day moving average of $99.84. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.08 and a 1-year high of $101.46.

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.