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ProShares Investment Grade-Interest Rate Hedged
IGHG

58 hedge funds and large institutions have $599M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $442M → $599M (+$157M)

12% more funds holding

Funds holding: 52 → 58 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.67% less ownership

Funds ownership: 75.71% → 74.03% (-1.7%)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
29
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$72.9M
2
CA
Capital Advantage
California
+$41.5M
3
Morgan Stanley
Morgan Stanley
New York
+$23.1M
4
UBS Group
UBS Group
Switzerland
+$9.17M
5
RBA
Richard Bernstein Advisors
New York
+$7.5M

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$17.5M
2
Jane Street
Jane Street
New York
-$5.3M
3
CG
Colony Group
Massachusetts
-$419K
4
BCM
Brasada Capital Management
Texas
-$308K
5
SPIA
Steward Partners Investment Advisory
New York
-$95.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$755K +$753K +9,867 New
FAIM
27
Financial Advocates Investment Management
Washington
$700K -$29.5K -387 -4%
SWRP
28
Summit Wealth & Retirement Planning
California
$679K -$39.5K -518 -6%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$554K +$553K +7,245 New
Barclays
30
Barclays
United Kingdom
$549K +$547K +7,172 New
PP
31
Patron Partners
Texas
$547K -$31.1K -408 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$532K +$531K +6,958 New
IFG
33
Independent Financial Group
California
$526K +$110K +1,438 +26%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$466K +$22.5K +295 +5%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$325K +$3.36K +44 +1%
Citadel Advisors
36
Citadel Advisors
Florida
$310K +$309K +4,049 New
CWA
37
Clearview Wealth Advisors
Oregon
$274K +$273K +3,582 New
CS
38
Credit Suisse
Switzerland
$266K +$265K +3,479 New
CAN
39
Cetera Advisor Networks
California
$264K +$39.1K +512 +17%
FTUS
40
Flow Traders U.S.
New York
$253K +$252K +3,305 New
RG
41
Retirement Group
California
$175K +$839 +11 +0.5%
COCM
42
Charter Oak Capital Management
New Hampshire
$134K – – –
APA
43
American Portfolios Advisors
New York
$110K +$18.3K +240 +20%
EWM
44
Endurance Wealth Management
Rhode Island
$103K -$38.1K -500 -27%
OIA
45
Optimum Investment Advisors
Illinois
$87K – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$54K – – –
William Blair & Company
47
William Blair & Company
Illinois
$48K – – –
NFG
48
Next Financial Group
Texas
$28K – – –
CHA
49
Carmichael Hill & Associates
Maryland
$23K -$67.1K -880 -75%
SPIA
50
Steward Partners Investment Advisory
New York
$19K -$95.4K -1,250 -83%
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IGHG Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2021, worth a combined $599M — up 35% from $442M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGHG positions and 8 closed out — a net gain of 6 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Ameriprise, adding an estimated $72.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $17.5M sold.

  • 58 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2021, up from 52 in Q1 2021.
  • Funds reported $599M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2021, up 35% quarter-over-quarter.
  • 14 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2021 and 8 closed out, a net change of +6 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2021 was Ameriprise, an estimated $72.9M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2021 was Redhawk Wealth Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2021.