iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
7 hedge funds and large institutions have $2.57M invested in iShares Interest Rate Hedged US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
15% more capital invested
Capital invested by funds: $2.23M → $2.57M (+$335K)
6.4% more ownership
Funds ownership: 43.46% → 49.86% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$252K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$244K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$244K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$231 |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$103 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$641K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $878K | +$103 | +4 | +0% |
|
|
2
BlackRock
New York
| $618K | -$641K | -25,000 | -51% |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $350K | +$252K | +9,815 | +258% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $245K | +$244K | +9,518 | New |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $245K | +$244K | +9,518 | New |
|
|
FFA
6
Florida Financial Advisors
Tampa,
Florida
| $230K | +$229K | +8,939 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $232 | +$231 | +9 | New |
|
AGRH Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) for Q4 2023, worth a combined $2.57M — up 15% from $2.23M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGRH positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Heck Capital Advisors, adding an estimated $252K. The largest seller was BlackRock, cutting an estimated $641K.
- 7 institutional investors held iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $2.57M of iShares Interest Rate Hedged US Aggregate Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 4 funds opened new iShares Interest Rate Hedged US Aggregate Bond ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF buyer in Q4 2023 was Heck Capital Advisors, an estimated $252K added.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF seller in Q4 2023 was BlackRock, an estimated $641K sold.
Based on aggregated 13F filings for Q4 2023.