iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Hillcrest Wealth Advisors NY LLC’s 9th Largest Position

Hillcrest Wealth Advisors NY LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 81,964 shares of the company’s stock after acquiring an additional 20,484 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.8% of Hillcrest Wealth Advisors NY LLC’s holdings, making the stock its 9th biggest position. Hillcrest Wealth Advisors NY LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,942,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Mesirow Financial Investment Management Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the period. Howe & Rusling Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after buying an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after acquiring an additional 109 shares during the last quarter. Braun Bostich & Associates Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares during the period. Finally, Heritage Wealth Management Inc. CA grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2 %

Shares of NYSEARCA AGG opened at $97.01 on Friday. The stock has a fifty day moving average price of $97.51 and a 200 day moving average price of $98.89. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.

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.