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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

54 hedge funds and large institutions have $132M invested in ProShares Investment Grade-Interest Rate Hedged in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
15
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Foresight Wealth Management
Utah
$5.03M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.38M
3
CAL
3
Capital Advisors Ltd
Ohio
$3.19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$567K
5
RJA
5
Raymond James & Associates
Florida
$567K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Jane Street
2
Jane Street
New York
$3.28M
3
PMAM
3
Picton Mahoney Asset Management
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$6.39M
5
UBS Group
5
UBS Group
Switzerland
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
26
Castle Rock Wealth Management
California
$447K -$42.6K -556 -9%
WSCM
27
Wellington Shields Capital Management
New York
$445K – – –
MA
28
Mutual Advisors
Nebraska
$361K – – –
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$335K -$20.2K -261 -6%
Truist Financial
30
Truist Financial
North Carolina
$295K +$295K +3,815 New
NFG
31
Next Financial Group
Texas
$276K -$422K -5,459 -60%
WWM
32
Western Wealth Management
Colorado
$219K -$23.2K -300 -10%
AAM
33
Advisors Asset Management
Colorado
$199K +$8.45K +109 +4%
RG
34
Retirement Group
California
$192K +$192K +2,489 New
AP
35
Americana Partners
Texas
$185K +$185K +2,392 New
EWM
36
Endurance Wealth Management
Rhode Island
$182K – – –
APA
37
American Portfolios Advisors
New York
$180K -$66.5K -860 -27%
CHA
38
Carmichael Hill & Associates
Maryland
$134K +$134K +1,729 New
OIA
39
Optimum Investment Advisors
Illinois
$88K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$88K +$88K +1,141 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$60K +$60K +778 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$54K – – –
AF
43
Advisornet Financial
Minnesota
$27K +$156 +2 +0.6%
Citigroup
44
Citigroup
New York
$18K +$18K +237 New
FCA
45
FinTrust Capital Advisors
South Carolina
$13K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$11K – – –
BAM
47
Bellevue Asset Management
Washington
$10K +$10K +135 New
MF
48
Manchester Financial
California
$5K +$5K +61 New
CFGS
49
Concourse Financial Group Securities
Alabama
$5K +$5K +65 New
WCG
50
Weaver Consulting Group
California
$3K – – –
1
2
3