Crescent Grove Advisors LLC Reduces Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Crescent Grove Advisors LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 36.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,263 shares of the company’s stock after selling 1,841 shares during the quarter. Crescent Grove Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $316,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the company. RTD Financial Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.9% in the fourth quarter. RTD Financial Advisors Inc. now owns 5,411 shares of the company’s stock valued at $524,000 after purchasing an additional 701 shares during the period. Andina Capital Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 76.4% in the fourth quarter. Andina Capital Management LLC now owns 126,827 shares of the company’s stock valued at $12,290,000 after purchasing an additional 54,919 shares during the period. Archford Capital Strategies LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% in the fourth quarter. Archford Capital Strategies LLC now owns 3,050 shares of the company’s stock valued at $296,000 after purchasing an additional 157 shares during the period. Affiance Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% in the fourth quarter. Affiance Financial LLC now owns 576,795 shares of the company’s stock valued at $55,891,000 after purchasing an additional 23,511 shares during the period. Finally, Alpha Financial Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% in the fourth quarter. Alpha Financial Advisors LLC now owns 5,975 shares of the company’s stock valued at $579,000 after purchasing an additional 167 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 Price Performance

Shares of AGG opened at $97.01 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The firm has a 50-day moving average price of $97.50 and a 200 day moving average price of $98.89.

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.