iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
7 hedge funds and large institutions have $4.33M invested in iShares Interest Rate Hedged US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
69% more capital invested
Capital invested by funds: $2.57M → $4.33M (+$1.76M)
33.4% more ownership
Funds ownership: 49.86% → 83.26% (+33%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.92M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$127K |
| 3 |
FFA
Florida Financial Advisors
Tampa,
Florida
|
+$110K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$94.6K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$94.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$618K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$232 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.93M | +$1.92M | +74,331 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $884K | -$2.3K | -89 | -0.3% |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $356K | +$2.82K | +109 | +0.8% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $342K | +$94.6K | +3,658 | +38% |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $342K | +$94.6K | +3,658 | +38% |
|
|
FFA
6
Florida Financial Advisors
Tampa,
Florida
| $342K | +$110K | +4,237 | +47% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $128K | +$127K | +4,912 | New |
|
|
8
BlackRock
New York
| – | -$618K | -24,000 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$232 | -9 | Closed |
|
AGRH Hedge Fund Activity: Q1 2024 in Review
7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) for Q1 2024, worth a combined $4.33M — up 69% from $2.57M a quarter earlier.
Fund positioning in AGRH was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.92M. The largest seller was BlackRock, exiting entirely with an estimated $618K sold.
- 7 institutional investors held iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $4.33M of iShares Interest Rate Hedged US Aggregate Bond ETF stock for Q1 2024, up 69% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged US Aggregate Bond ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF buyer in Q1 2024 was Jane Street, an estimated $1.92M added.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF seller in Q1 2024 was BlackRock, an estimated $618K sold.
Based on aggregated 13F filings for Q1 2024.