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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

60 hedge funds and large institutions have $161M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
13
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.38M
2
CAAS
Capital Asset Advisory Services
Michigan
$2.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
4
Citadel Advisors
Citadel Advisors
Florida
$1.19M
5
KWM
Kingsview Wealth Management
Oregon
$1.13M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$62.5M
3
CWM
Cornerstone Wealth Management
Missouri
$0
4
UBS Group
UBS Group
Switzerland
$12M
5
AssetMark Inc
AssetMark Inc
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$875K +$1.78K +25 +0.2%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$765K +$765K +10,755 New
Stifel Financial
28
Stifel Financial
Missouri
$718K +$718K +10,139 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$627K -$6.26M -88,012 -91%
GC
30
Guggenheim Capital
Illinois
$623K -$50.7K -713 -8%
GIA
31
Gladstone Institutional Advisory
Florida
$616K +$616K +8,657 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$605K +$1.28K +18 +0.2%
MML Investors Services
33
MML Investors Services
Massachusetts
$557K -$737K -10,359 -57%
ACM
34
AlphaStar Capital Management
North Carolina
$492K -$55.7K -782 -10%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$449K -$2.65M -37,209 -86%
CG
36
Colony Group
Massachusetts
$422K -$98.7K -1,388 -19%
WSCM
37
Wellington Shields Capital Management
New York
$409K – – –
TSS
38
Two Sigma Securities
New York
$342K +$342K +4,802 New
APA
39
American Portfolios Advisors
New York
$341K +$711 +10 +0.2%
MA
40
Mutual Advisors
Nebraska
$332K -$7.82K -110 -2%
LFAS
41
Level Four Advisory Services
Texas
$330K -$1.23M -17,306 -79%
HA
42
Harborview Advisors
Maine
$276K -$25.6K -360 -8%
WWM
43
Western Wealth Management
Colorado
$251K +$251K +3,540 New
RJA
44
Raymond James & Associates
Florida
$221K -$191K -2,674 -46%
HFS
45
HL Financial Services
Kentucky
$203K +$203K +2,850 New
EWM
46
Endurance Wealth Management
Rhode Island
$167K – – –
OIA
47
Optimum Investment Advisors
Illinois
$81K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$78K -$448K -6,256 -85%
WCM
49
WealthBridge Capital Management
Ohio
$43K +$43K +600 New
IA
50
IFP Advisors
Florida
$36K – – –
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