iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Ritholtz Wealth Management’s 8th Largest Position

Ritholtz Wealth Management raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% in the third quarter, HoldingsChannel.com reports. The fund owned 887,008 shares of the company’s stock after purchasing an additional 46,507 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.7% of Ritholtz Wealth Management’s portfolio, making the stock its 8th biggest position. Ritholtz Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $89,827,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in AGG. Vawter Financial Ltd. grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 2nd quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock worth $1,068,000 after acquiring an additional 100 shares during the period. Evergreen Capital Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.6% during the second quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after buying an additional 105 shares during the period. Bank Hapoalim BM lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.2% during the second quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock worth $852,000 after buying an additional 106 shares during the period. CGN Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock worth $2,536,000 after buying an additional 107 shares during the last quarter. Finally, Ruedi Wealth Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 44.8% in the 1st quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock valued at $34,000 after buying an additional 107 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 Up 0.0 %

Shares of AGG stock traded up $0.03 during trading hours on Friday, hitting $99.50. 4,878,672 shares of the company were exchanged, compared to its average volume of 7,968,835. The firm has a fifty day moving average of $100.65 and a 200 day moving average of $98.27. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.