ProShares Investment Grade-Interest Rate Hedged
IGHG
24 hedge funds and large institutions have $46.2M invested in ProShares Investment Grade-Interest Rate Hedged in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
34% more capital invested
Capital invested by funds: $34.6M → $46.2M (+$11.6M)
0% more funds holding
Funds holding: 24 → 24 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.98M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.28M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.72M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.85M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.72M |
| 3 |
LPL Financial
San Diego,
California
|
-$437K |
| 4 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$222K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$42.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| – | -$2K | -24 | Closed |
|
IGHG Hedge Fund Activity: Q2 2015 in Review
24 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2015, worth a combined $46.2M — up 34% from $34.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IGHG positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.98M. The largest seller was Virtu KCG Holdings, cutting an estimated $1.92M.
- 24 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $46.2M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2015, up 34% quarter-over-quarter.
- 5 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2015 and 3 closed out, a net change of +2 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2015 was Morgan Stanley, an estimated $3.98M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2015 was Virtu KCG Holdings, an estimated $1.92M sold.
Based on aggregated 13F filings for Q2 2015.