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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

51 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.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.9%
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

1
RBA
1
Richard Bernstein Advisors
New York
$259M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$17.5M
3
Bank of America
3
Bank of America
North Carolina
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.1M
5
Jane Street
5
Jane Street
New York
$5.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$4.45M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
CS
3
Credit Suisse
Switzerland
$0
4
CAL
4
Capital Advisors Ltd
Ohio
$1.68M
5
ICP
5
Interchange Capital Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$419K 5,441 -1,064 -16%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$324K 4,208 -358 -8%
BCM
28
Brasada Capital Management
Texas
$308K 3,996 +3,996 New
JSL
29
JT Stratford LLC
Georgia
$266K 3,455 +3,455 New
MA
30
Mutual Advisors
Nebraska
$227K 2,945 – –
CAN
31
Cetera Advisor Networks
California
$226K 2,931 +2,931 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$209K 2,720 +2,709 +24,627%
RG
33
Retirement Group
California
$175K 2,276 – –
EWM
34
Endurance Wealth Management
Rhode Island
$143K 1,849 – –
COCM
35
Charter Oak Capital Management
New Hampshire
$135K 1,749 – –
SPIA
36
Steward Partners Investment Advisory
New York
$116K 1,500 +1,500 New
APA
37
American Portfolios Advisors
New York
$92.5K 1,200 +235 +24%
CHA
38
Carmichael Hill & Associates
Maryland
$91K 1,175 -343 -23%
OIA
39
Optimum Investment Advisors
Illinois
$87K 1,134 – –
SFS
40
Sowell Financial Services
Arkansas
$69K 908 +326 +56%
TCWM
41
Total Clarity Wealth Management
Illinois
$56K 720 +720 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$54K 700 – –
William Blair & Company
43
William Blair & Company
Illinois
$48K 625 +21 +3%
AWM
44
Accel Wealth Management
Iowa
$35K 450 – –
HNB
45
Huntington National Bank
Ohio
– – – –
NFG
46
Next Financial Group
Texas
$28K 368 – –
AF
47
Advisornet Financial
Minnesota
$16K 204 – –
HI
48
Harbour Investments
Wisconsin
$16K 208 +208 New
BAM
49
Bellevue Asset Management
Washington
$10K 135 – –
CFGS
50
Concourse Financial Group Securities
Alabama
$5K 65 – –
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2
3