iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Omega Financial Group LLC’s 2nd Largest Position

Omega Financial Group LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 134,937 shares of the company’s stock after buying an additional 15,388 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 5.2% of Omega Financial Group LLC’s investment portfolio, making the stock its 2nd largest holding. Omega Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,665,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. First Community Trust NA acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $25,000. Oliver Lagore Vanvalin Investment Group increased its position in iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the period. Vima LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $27,000. Lynx Investment Advisory acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $28,000. Finally, Atlas Capital Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.62 on Tuesday. The business has a 50 day simple moving average of $100.60 and a 200-day simple moving average of $98.21. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.