iShares Core U.S. Aggregate Bond ETF $AGG Position Increased by Omega Financial Group LLC

Omega Financial Group LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 185,474 shares of the company’s stock after acquiring an additional 10,608 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 6.1% of Omega Financial Group LLC’s investment portfolio, making the stock its largest holding. Omega Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,525,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. CX Institutional grew its position in iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after acquiring an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after acquiring an additional 7,345 shares during the last quarter. CENTRAL TRUST Co grew its position in iShares Core U.S. Aggregate Bond ETF by 62.1% during the 3rd quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock worth $2,282,000 after acquiring an additional 8,723 shares during the last quarter. CVA Family Office LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8.2% during the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after acquiring an additional 8,593 shares during the last quarter. Finally, Calamos Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the 3rd quarter. Calamos Wealth Management LLC now owns 147,983 shares of the company’s stock worth $14,835,000 after acquiring an additional 9,119 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 $99.45 on Friday. The stock’s 50 day simple moving average is $99.84 and its 200 day simple moving average is $100.12. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The firm has a market cap of $135.85 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27.

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.