iShares Core U.S. Aggregate Bond ETF $AGG Stake Increased by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 65.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 405,848 shares of the company’s stock after acquiring an additional 160,242 shares during the period. Rockefeller Capital Management L.P.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $40,536,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. First Command Advisory Services Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $29,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $98.90 on Monday. The business’s 50 day moving average is $98.90 and its two-hundred day moving average is $99.61. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The company has a market cap of $135.13 billion, a PE 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.