iShares Core U.S. Aggregate Bond ETF $AGG is Kopp Family Office LLC’s Largest Position

Kopp Family Office LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 337,533 shares of the company’s stock after purchasing an additional 62,275 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 20.5% of Kopp Family Office LLC’s holdings, making the stock its largest holding. Kopp Family Office LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $33,409,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE grew its holdings in iShares Core U.S. Aggregate Bond ETF by 29.6% in the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock valued at $6,915,196,000 after buying an additional 15,923,080 shares in the last quarter. Raymond James Financial Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after acquiring an additional 5,514,115 shares during the last quarter. Northern Trust Corp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% during the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after acquiring an additional 4,148,106 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after purchasing an additional 3,032,433 shares during the period. Finally, Valpey Financial Services LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after purchasing an additional 2,844,222 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.4%

iShares Core U.S. Aggregate Bond ETF stock opened at $97.24 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.12 and a 12-month high of $101.46. The stock has a market cap of $137.22 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50-day moving average price of $98.25 and a 200 day moving average price of $99.12.

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.