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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

48 hedge funds and large institutions have $150M invested in ProShares Investment Grade-Interest Rate Hedged in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$5.57M
2
AssetMark Inc
2
AssetMark Inc
California
$13.6M
3
LSPW
3
Lake Street Private Wealth
Illinois
$2.14M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$2.56M
5
FWM
5
Foresight Wealth Management
Utah
$3.15M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$48M
3
Bank of America
3
Bank of America
North Carolina
$8.21M
4
GSWM
4
Golden State Wealth Management
California
$0
5
OAM
5
Occidental Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CRWM
26
Castle Rock Wealth Management
California
$484K 6,395 -368 -5%
WSCM
27
Wellington Shields Capital Management
New York
$429K 5,750 – –
MA
28
Mutual Advisors
Nebraska
$348K 4,670 – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$346K 4,642 -7,060 -60%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$343K 4,598 -2,609 -36%
MML Investors Services
31
MML Investors Services
Massachusetts
$301K 4,038 -1,489 -27%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$283K 3,800 -73 -2%
APA
33
American Portfolios Advisors
New York
$237K 3,185 -1,560 -33%
WWM
34
Western Wealth Management
Colorado
$233K 3,129 -411 -12%
CAAS
35
Capital Asset Advisory Services
Michigan
$231K 3,099 +3,099 New
AAM
36
Advisors Asset Management
Colorado
$183K 2,458 +977 +66%
EWM
37
Endurance Wealth Management
Rhode Island
$175K 2,349 – –
PGAM
38
Princeton Global Asset Management
New Jersey
$125K 1,679 +954 +132%
OIA
39
Optimum Investment Advisors
Illinois
$85K 1,134 – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$52K 700 +400 +133%
AF
41
Advisornet Financial
Minnesota
$26K 345 +1 +0.3%
RAM
42
Riggs Asset Management
Pennsylvania
$14K 198 – –
FCA
43
FinTrust Capital Advisors
South Carolina
$13K 170 – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$10K 140 -970 -87%
SPIA
45
Steward Partners Investment Advisory
New York
$4K 58 – –
WCG
46
Weaver Consulting Group
California
$3K 38 – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$1K 17 – –
RIA
48
Realta Investment Advisors
Delaware
$1K 11 – –
GSWM
49
Golden State Wealth Management
California
– – -33,698 Closed
OAM
50
Occidental Asset Management
California
– – -27,478 Closed
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