James Investment Research Inc. Trims Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

James Investment Research Inc. cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 48,170 shares of the company’s stock after selling 1,499 shares during the quarter. James Investment Research Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,668,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Professional Financial Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after buying an additional 8,242 shares during the period. Fairvoy Private Wealth LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after purchasing an additional 339,637 shares in the last quarter. Drucker Wealth 3.0 LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after purchasing an additional 340 shares in the last quarter. Finally, World Investment Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after purchasing an additional 304,467 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock’s 50 day moving average is $97.17 and its 200 day moving average is $98.82.

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.