iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
6 hedge funds and large institutions have $3.76M invested in iShares Interest Rate Hedged US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
10.8% less ownership
Funds ownership: 83.26% → 72.46% (-11%)
13% less capital invested
Capital invested by funds: $4.33M → $3.76M (-$569K)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$387K |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$172K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$342K |
| 2 |
FFA
Florida Financial Advisors
Tampa,
Florida
|
-$342K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$342K |
| 4 |
Jane Street
New York
|
-$49.9K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$48.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.88M | -$49.9K | -1,927 | -3% |
|
2
Citadel Advisors
Miami,
Florida
| $882K | – | – | – |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $528K | +$172K | +6,636 | +48% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $387K | +$387K | +14,939 | New |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $78.7K | -$48.7K | -1,880 | -38% |
|
|
6
UBS Group
Zurich,
Switzerland
| $3.97K | +$3.97K | +153 | New |
|
|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$342K | -13,176 | Closed |
|
|
FFA
8
Florida Financial Advisors
Tampa,
Florida
| – | -$342K | -13,176 | Closed |
|
|
OPS
9
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$342K | -13,176 | Closed |
|
AGRH Hedge Fund Activity: Q2 2024 in Review
6 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) for Q2 2024, worth a combined $3.76M — down 13% from $4.33M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGRH and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $387K. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $342K sold.
- 6 institutional investors held iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) as of Q2 2024, down from 7 in Q1 2024.
- Funds reported $3.76M of iShares Interest Rate Hedged US Aggregate Bond ETF stock for Q2 2024, down 13% quarter-over-quarter.
- 2 funds opened new iShares Interest Rate Hedged US Aggregate Bond ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $387K added.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF seller in Q2 2024 was Brinker Capital Investments, an estimated $342K sold.
Based on aggregated 13F filings for Q2 2024.