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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

81 hedge funds and large institutions have $793M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
35
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.7M
2
Wells Fargo
2
Wells Fargo
California
$34.7M
3
Bank of America
3
Bank of America
North Carolina
$53.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.29M
5
CA
5
Capital Advantage
California
$46.3M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$0
2
UBS Group
2
UBS Group
Switzerland
$14.6M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$299K
4
Barclays
4
Barclays
United Kingdom
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.59M
Name Market Value Shares Shares
Change 		Shares
Change %
SEA
26
Stegent Equity Advisors
Texas
$2.26M 30,338 +30,338 New
CAL
27
Capital Advisors Ltd
Ohio
$1.89M 25,358 +770 +3%
RA
28
RFG Advisory
Alabama
$1.83M 24,600 +24,600 New
MA
29
Mutual Advisors
Nebraska
$1.62M 21,825 -1,050 -5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.25M 16,789 +3,080 +22%
SCM
31
Southport Capital Management
Tennessee
$1.23M 16,536 +16,536 New
TW
32
TrinityPoint Wealth
Connecticut
$1.22M 16,390 +16,390 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$1.19M 16,000 – –
EWM
34
Elmwood Wealth Management
California
$1.03M 13,862 +13,862 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$817K 10,986 +1,093 +11%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$808K 10,870 -30 -0.3%
PAMG
37
Patton Albertson Miller Group
Tennessee
$777K 10,443 +1,120 +12%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$733K 9,853 +2,029 +26%
SWRP
39
Summit Wealth & Retirement Planning
California
$704K 9,462 -470 -5%
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$698K 9,391 +9,391 New
BRWM
41
B. Riley Wealth Management
Tennessee
$687K 9,233 -2,462 -21%
FAIM
42
Financial Advocates Investment Management
Washington
$684K 9,201 +33 +0.4%
BRWA
43
B. Riley Wealth Advisors
Florida
$642K 8,628 +916 +12%
MML Investors Services
44
MML Investors Services
Massachusetts
$617K 8,293 -1,288 -13%
PP
45
Patron Partners
Texas
$586K 7,885 +549 +7%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$528K 7,098 -189 -3%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$521K 7,000 +7,000 New
FPS
48
Fieldpoint Private Securities
Connecticut
$457K 6,148 +3,790 +161%
SIC
49
SFE Investment Counsel
California
$402K 5,400 +5,400 New
CW
50
CreativeOne Wealth
Kansas
$373K 5,019 +5,019 New
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