iShares Core U.S. Aggregate Bond ETF $AGG is Prime Capital Investment Advisors LLC’s Largest Position

Prime Capital Investment Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 43.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 4,905,406 shares of the company’s stock after acquiring an additional 1,492,491 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 6.0% of Prime Capital Investment Advisors LLC’s portfolio, making the stock its largest holding. Prime Capital Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $489,952,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Rothschild Investment LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after buying an additional 102 shares during the period. Woodside Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after buying an additional 104 shares during the period. Realta Investment Advisors raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after purchasing an additional 105 shares during the last quarter. Pathway Financial Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the last quarter. Finally, Stephens Consulting LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $99.43 on Thursday. The stock has a 50-day moving average price of $99.95 and a 200-day moving average price of $100.16. The firm has a market cap of $137.95 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46.

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.