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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

63 hedge funds and large institutions have $218M invested in ProShares Investment Grade-Interest Rate Hedged in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$47M
2
Jane Street
Jane Street
New York
$25.4M
3
Wells Fargo
Wells Fargo
California
$23.9M
4
FWM
Foresight Wealth Management
Utah
$1.49M
5
BCM
Brasada Capital Management
Texas
$990K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$55.9M
2
Bank of America
Bank of America
North Carolina
$14.6M
3
UBS Group
UBS Group
Switzerland
$7.04M
4
HCM
HMS Capital Management
Tennessee
$0
5
KWM
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$919K +$166K +2,229 +22%
FAIM
27
Financial Advocates Investment Management
Washington
$902K -$9.41K -127 -1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$874K -$131K -1,769 -13%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$871K +$241K +3,243 +38%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$698K -$100K -1,348 -13%
GIA
31
Gladstone Institutional Advisory
Florida
$648K +$5.86K +79 +0.9%
CG
32
Colony Group
Massachusetts
$637K +$197K +2,653 +45%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$442K -$212K -2,857 -32%
MML Investors Services
34
MML Investors Services
Massachusetts
$440K -$140K -1,886 -24%
WSCM
35
Wellington Shields Capital Management
New York
$426K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$378K -$861K -11,606 -69%
APA
37
American Portfolios Advisors
New York
$352K -$4.08K -55 -1%
MA
38
Mutual Advisors
Nebraska
$346K – – –
CA
39
Cetera Advisors
Colorado
$340K +$340K +4,598 New
UR
40
USCA RIA
Texas
$309K +$309K +4,165 New
HA
41
Harborview Advisors
Maine
$278K -$9.56K -129 -3%
WWM
42
Western Wealth Management
Colorado
$262K – – –
TSS
43
Two Sigma Securities
New York
$233K -$123K -1,656 -34%
Citigroup
44
Citigroup
New York
$227K +$227K +3,062 New
HFS
45
HL Financial Services
Kentucky
$211K – – –
EWM
46
Endurance Wealth Management
Rhode Island
$174K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$152K +$71.6K +970 +89%
OIA
48
Optimum Investment Advisors
Illinois
$84K – – –
AAM
49
Advisors Asset Management
Colorado
$71K +$46.7K +626 +193%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$58K -$414K -5,533 -88%
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