Hillcrest Wealth Advisors NY LLC Grows Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Hillcrest Wealth Advisors NY LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating) by 2.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 43,750 shares of the company’s stock after acquiring an additional 955 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 2.6% of Hillcrest Wealth Advisors NY LLC’s portfolio, making the stock its 9th largest holding. Hillcrest Wealth Advisors NY LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,686,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of AGG. Investment Research & Advisory Group Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 213.9% in the first quarter. Investment Research & Advisory Group Inc. now owns 248 shares of the company’s stock worth $27,000 after acquiring an additional 169 shares during the last quarter. TFC Financial Management acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $29,000. Leverty Financial Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $30,000. American Research & Management Co. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $35,000. Finally, Elmwood Wealth Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $37,000. Institutional investors and hedge funds own 82.41% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 1.1 %

AGG opened at $102.71 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $98.86 and a fifty-two week high of $116.38. The firm’s fifty day moving average price is $102.03 and its two-hundred day moving average price is $105.20.

iShares Core U.S. Aggregate Bond ETF Company Profile

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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.

Further Reading

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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