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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

61 hedge funds and large institutions have $325M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
7
Increased
24
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
$17.1M
2
SI
SimpliFi Inc
California
$18.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.91M
4
AssetMark Inc
AssetMark Inc
California
$11.1M
5
WP
WealthSource Partners
California
$7.48M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$94.7M
2
Wells Fargo
Wells Fargo
California
$29.2M
3
ACM
Arlington Capital Management
Illinois
$0
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$15.9M
5
LPL Financial
LPL Financial
California
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$1.17M +$894K +11,950 +319%
EWM
27
Elmwood Wealth Management
California
$982K +$908K +12,280 +1,228%
FA
28
Fagan Associates
New York
$981K +$981K +13,276 New
AG
29
Advisor Group
Arizona
$935K +$229K +3,095 +32%
Ameriprise
30
Ameriprise
Minnesota
$902K -$274K -3,711 -23%
FAIM
31
Financial Advocates Investment Management
Washington
$902K +$110K +1,488 +14%
PMAM
32
Picton Mahoney Asset Management
Ontario, Canada
$869K +$251K +3,390 +41%
ACM
33
AlphaStar Capital Management
North Carolina
$724K -$25.9K -351 -3%
OAM
34
Occidental Asset Management
California
$665K +$665K +8,992 New
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$635K -$943K -12,750 -60%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$584K +$310K +4,189 +113%
CG
37
Colony Group
Massachusetts
$533K -$14.1K -190 -3%
CRWM
38
Castle Rock Wealth Management
California
$499K -$14.4K -195 -3%
RJA
39
Raymond James & Associates
Florida
$427K -$239K -3,230 -36%
WSCM
40
Wellington Shields Capital Management
New York
$425K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$385K +$385K +5,205 New
MA
42
Mutual Advisors
Nebraska
$353K -$2.95K -40 -0.8%
LWS
43
Lucia Wealth Services
California
$307K -$2.92M -39,493 -90%
HA
44
Harborview Advisors
Maine
$300K +$37.6K +508 +14%
VF
45
Virtu Financial
New York
$283K +$283K +3,825 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$267K -$203K -2,750 -43%
APA
47
American Portfolios Advisors
New York
$266K +$47.7K +645 +22%
EWM
48
Endurance Wealth Management
Rhode Island
$174K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$159K – – –
CCA
50
Catalyst Capital Advisors
New York
$159K – – –
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