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iShares Interest Rate Hedged US Aggregate Bond ETF

5 hedge funds and large institutions have $4.09M invested in iShares Interest Rate Hedged US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

67% more funds holding

Funds holding: 35 (+2)

40.17% less ownership

Funds ownership: 92.73%52.56% (-40%)

91% less capital invested

Capital invested by funds: $45.8M → $4.09M (-$41.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.08M +$128K +4,964 +7%
Citadel Advisors
2
Citadel Advisors
Florida
$790K +$185K +7,192 +31%
ABWM
3
Alpine Bank Wealth Management
Colorado
$623K -$42.3M -1,639,385 -99%
Goldman Sachs
4
Goldman Sachs
New York
$596K +$593K +23,000 New
UBS Group
5
UBS Group
Switzerland
$1.22K +$1.21K +47 New

AGRH Hedge Fund Activity: Q2 2025 in Review

5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) for Q2 2025, worth a combined $4.09M — down 91% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new AGRH positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $593K. The largest seller was Alpine Bank Wealth Management, cutting an estimated $42.3M.

  • 5 institutional investors held iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) as of Q2 2025, up from 3 in Q1 2025.
  • Funds reported $4.09M of iShares Interest Rate Hedged US Aggregate Bond ETF stock for Q2 2025, down 91% quarter-over-quarter.
  • 2 funds opened new iShares Interest Rate Hedged US Aggregate Bond ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest iShares Interest Rate Hedged US Aggregate Bond ETF buyer in Q2 2025 was Goldman Sachs, an estimated $593K added.
  • The largest iShares Interest Rate Hedged US Aggregate Bond ETF seller in Q2 2025 was Alpine Bank Wealth Management, an estimated $42.3M sold.

Based on aggregated 13F filings for Q2 2025.