Investment Research Partners LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Investment Research Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,161 shares of the company’s stock after purchasing an additional 5,405 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 4.2% of Investment Research Partners LLC’s holdings, making the stock its 2nd biggest position. Investment Research Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,705,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in AGG. Mercer Global Advisors Inc. ADV raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares in the last quarter. Constellation Investments Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% in the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after purchasing an additional 2,914,000 shares in the last quarter. Valpey Financial Services LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock worth $286,938,000 after purchasing an additional 2,844,222 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after purchasing an additional 2,423,410 shares in the last quarter. Finally, LPL Financial LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.6% in the 4th quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock worth $1,406,846,000 after purchasing an additional 2,304,418 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.88 on Friday. The company’s 50 day simple moving average is $98.94 and its 200 day simple moving average is $99.69. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The company has a market capitalization of $135.10 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.