iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
4 hedge funds and large institutions have $3.15M invested in iShares Interest Rate Hedged US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
11.88% less ownership
Funds ownership: 72.46% → 60.58% (-12%)
16% less capital invested
Capital invested by funds: $3.76M → $3.15M (-$607K)
33% less funds holding
Funds holding: 6 → 4 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$317K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.59K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$528K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$387K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.2M | +$317K | +12,252 | +17% |
|
|
2
Citadel Advisors
Miami,
Florida
| $886K | +$1.27K | +49 | +0.1% |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $53.5K | -$25.2K | -972 | -32% |
|
|
4
UBS Group
Zurich,
Switzerland
| $9.59K | +$5.59K | +216 | +141% |
|
|
HCA
5
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$528K | -20,360 | Closed |
|
|
FTUS
6
Flow Traders U.S.
New York
| – | -$387K | -14,939 | Closed |
|
AGRH Hedge Fund Activity: Q3 2024 in Review
4 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) for Q3 2024, worth a combined $3.15M — down 16% from $3.76M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AGRH and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, adding an estimated $317K. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $528K sold.
- 4 institutional investors held iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) as of Q3 2024, down from 6 in Q2 2024.
- Funds reported $3.15M of iShares Interest Rate Hedged US Aggregate Bond ETF stock for Q3 2024, down 16% quarter-over-quarter.
- 0 funds opened new iShares Interest Rate Hedged US Aggregate Bond ETF positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF buyer in Q3 2024 was Jane Street, an estimated $317K added.
- The largest iShares Interest Rate Hedged US Aggregate Bond ETF seller in Q3 2024 was Heck Capital Advisors, an estimated $528K sold.
Based on aggregated 13F filings for Q3 2024.