iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by SVB Wealth LLC

SVB Wealth LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1,319.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 385,173 shares of the company’s stock after purchasing an additional 358,041 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.9% of SVB Wealth LLC’s holdings, making the stock its 17th largest position. SVB Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,228,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Jones Financial Companies Lllp increased its position in iShares Core U.S. Aggregate Bond ETF by 2.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 89,272,076 shares of the company’s stock valued at $8,395,146,000 after acquiring an additional 2,551,739 shares during the period. Raymond James & Associates increased its position in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 4th quarter. Raymond James & Associates now owns 63,061,225 shares of the company’s stock valued at $6,258,826,000 after acquiring an additional 1,072,797 shares during the period. Moneta Group Investment Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 90,331.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock valued at $6,098,907,000 after acquiring an additional 62,812,278 shares during the period. Wells Fargo & Company MN increased its position in iShares Core U.S. Aggregate Bond ETF by 1.5% during the 2nd quarter. Wells Fargo & Company MN now owns 53,976,561 shares of the company’s stock worth $5,287,004,000 after purchasing an additional 780,036 shares during the period. Finally, US Bancorp DE increased its position in iShares Core U.S. Aggregate Bond ETF by 9.9% during the 3rd quarter. US Bancorp DE now owns 25,936,364 shares of the company’s stock worth $2,438,642,000 after purchasing an additional 2,346,840 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG traded down $0.58 on Monday, hitting $95.38. 11,366,723 shares of the company’s stock were exchanged, compared to its average volume of 9,240,906. The firm’s 50-day moving average price is $97.28 and its two-hundred day moving average price is $96.54. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $100.42. The firm has a market cap of $103.96 billion, a price-to-earnings ratio of 121.62 and a beta of 0.14.

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.