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ProShares Investment Grade-Interest Rate Hedged
IGHG

52 hedge funds and large institutions have $442M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $359M → $442M (+$83M)

8% more funds holding

Funds holding: 48 → 52 (+4)

1.89% less ownership

Funds ownership: 77.59% → 75.71% (-1.9%)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
21
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
+$24.6M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$17.2M
3
Bank of America
Bank of America
North Carolina
+$6.98M
4
Morgan Stanley
Morgan Stanley
New York
+$6.68M
5
Jane Street
Jane Street
New York
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$718K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$428K
3
CS
Credit Suisse
Switzerland
-$304K
4
CAL
Capital Advisors Ltd
Ohio
-$238K
5
ICP
Interchange Capital Partners
Pennsylvania
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$419K -$80.6K -1,064 -16%
IFG
27
Independent Financial Group
California
$419K – – –
Baird Financial Group
28
Baird Financial Group
Wisconsin
$324K -$27.1K -358 -8%
BCM
29
Brasada Capital Management
Texas
$308K +$303K +3,996 New
JSL
30
JT Stratford LLC
Georgia
$266K +$262K +3,455 New
MA
31
Mutual Advisors
Nebraska
$227K – – –
CAN
32
Cetera Advisor Networks
California
$226K +$222K +2,931 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$209K +$205K +2,709 +24,627%
RG
34
Retirement Group
California
$175K – – –
EWM
35
Endurance Wealth Management
Rhode Island
$143K – – –
COCM
36
Charter Oak Capital Management
New Hampshire
$135K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$116K +$114K +1,500 New
APA
38
American Portfolios Advisors
New York
$92.5K +$17.8K +235 +24%
CHA
39
Carmichael Hill & Associates
Maryland
$91K -$26K -343 -23%
OIA
40
Optimum Investment Advisors
Illinois
$87K – – –
SFS
41
Sowell Financial Services
Arkansas
$69K +$24.7K +326 +56%
TCWM
42
Total Clarity Wealth Management
Illinois
$56K +$54.5K +720 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$54K – – –
William Blair & Company
44
William Blair & Company
Illinois
$48K +$1.59K +21 +3%
AWM
45
Accel Wealth Management
Iowa
$35K – – –
HNB
46
Huntington National Bank
Ohio
$30K – – –
NFG
47
Next Financial Group
Texas
$28K – – –
AF
48
Advisornet Financial
Minnesota
$16K – – –
HI
49
Harbour Investments
Wisconsin
$16K +$15.8K +208 New
BAM
50
Bellevue Asset Management
Washington
$10K – – –
1
2
3

IGHG Hedge Fund Activity: Q1 2021 in Review

52 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2021, worth a combined $442M — up 23% from $359M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGHG positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Richard Bernstein Advisors, adding an estimated $24.6M. The largest seller was Ameriprise, cutting an estimated $718K.

  • 52 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $442M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2021, up 23% quarter-over-quarter.
  • 9 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2021 and 5 closed out, a net change of +4 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2021 was Richard Bernstein Advisors, an estimated $24.6M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2021 was Ameriprise, an estimated $718K sold.

Based on aggregated 13F filings for Q1 2021.