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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

47 hedge funds and large institutions have $126M invested in ProShares Investment Grade-Interest Rate Hedged in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$29.8M
2
Ameriprise
Ameriprise
Minnesota
+$9.35M
3
Jane Street
Jane Street
New York
+$5.91M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.04M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$737K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$12.8M
2
Morgan Stanley
Morgan Stanley
New York
-$6.9M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$5.41M
4
LSPW
Lake Street Private Wealth
Illinois
-$2.31M
5
FWM
Foresight Wealth Management
Utah
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$272K -$32.6K -500 -11%
Truist Financial
27
Truist Financial
North Carolina
$249K +$716 +11 +0.3%
APA
28
American Portfolios Advisors
New York
$151K – – –
NFG
29
Next Financial Group
Texas
$125K -$108K -1,653 -46%
EWM
30
Endurance Wealth Management
Rhode Island
$120K -$32.5K -500 -21%
PGAM
31
Princeton Global Asset Management
New Jersey
$116K +$2.28K +35 +2%
CHA
32
Carmichael Hill & Associates
Maryland
$113K +$326 +5 +0.3%
AAM
33
Advisors Asset Management
Colorado
$110K -$57.8K -884 -34%
EWM
34
Elmwood Wealth Management
California
$76.2K +$76.2K +1,000 New
OIA
35
Optimum Investment Advisors
Illinois
$74K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$46K – – –
AF
37
Advisornet Financial
Minnesota
$23K +$66 +1 +0.3%
Citigroup
38
Citigroup
New York
$15K – – –
FCA
39
FinTrust Capital Advisors
South Carolina
$11K – – –
BAM
40
Bellevue Asset Management
Washington
$9K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$4K – – –
MF
42
Manchester Financial
California
$4K – – –
WCG
43
Weaver Consulting Group
California
$3K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2K – – –
IA
45
IFP Advisors
Florida
$2K +$2K +29 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
RWA
47
Redhawk Wealth Advisors
Minnesota
– -$5.41M -69,877 Closed
LSPW
48
Lake Street Private Wealth
Illinois
– -$2.31M -29,896 Closed
SL
49
Systelligence LLC
Minnesota
– -$951K -12,301 Closed
UR
50
USCA RIA
Texas
– -$750K -9,695 Closed
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