iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
3 hedge funds and large institutions have $2.23M invested in iShares Interest Rate Hedged US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
200% more funds holding
Funds holding: 1 → 3 (+2)
3% less capital invested
Capital invested by funds: $2.3M → $2.23M (-$72.5K)
46.54% less ownership
Funds ownership: 90% → 43.46% (-47%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$875K |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$97.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.26M | -$1.05M | -41,000 | -46% |
|
|
2
Citadel Advisors
Miami,
Florida
| $876K | +$875K | +34,114 | New |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $97.6K | +$97.5K | +3,800 | New |
|
AGRH Hedge Fund Activity: Q3 2023 in Review
3 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) for Q3 2023, worth a combined $2.23M — down 3.1% from $2.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AGRH positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $875K. The largest seller was BlackRock, cutting an estimated $1.05M.
- 3 institutional investors held iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) as of Q3 2023, up from 1 in Q2 2023.
- Funds reported $2.23M of iShares Interest Rate Hedged US Aggregate Bond ETF stock for Q3 2023, down 3.1% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged US Aggregate Bond ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF buyer in Q3 2023 was Citadel Advisors, an estimated $875K added.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF seller in Q3 2023 was BlackRock, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2023.