FORM Wealth Advisors LLC Has $82.63 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

FORM Wealth Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 64.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 834,770 shares of the company’s stock after acquiring an additional 328,333 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 9.1% of FORM Wealth Advisors LLC’s holdings, making the stock its 4th largest position. FORM Wealth Advisors LLC owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $82,626,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at $111,000. Ieq Capital LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after purchasing an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after buying an additional 943 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $97.32 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.12 and a one year high of $101.46. The stock has a 50-day moving average of $98.22 and a 200 day moving average of $99.10. The company has a market capitalization of $137.33 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.