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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

66 hedge funds and large institutions have $251M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
16
Reduced
28
Closed
10
Calls
$1.23M
Puts
–
Net Calls
+$1.23M
Net Calls Change
+$820K

Top Buyers

1
CI
1
CX Institutional
Indiana
$17M
2
Jane Street
2
Jane Street
New York
$6.02M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.39M
4
SI
4
Stephens Inc
Arkansas
$3.12M
5
CA
5
Capital Advantage
California
$46.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.1M
3
Wells Fargo
3
Wells Fargo
California
$29.2M
4
AssetMark Inc
4
AssetMark Inc
California
$3.4M
5
PWMG
5
Pinnacle Wealth Management Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$1.09M 16,000 – –
Stifel Financial
27
Stifel Financial
Missouri
$1.04M 15,236 -7,030 -32%
MML Investors Services
28
MML Investors Services
Massachusetts
$946K 13,861 -4,007 -22%
MA
29
Mutual Advisors
Nebraska
$922K 13,514 -941 -7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$804K 11,793 -15,431 -57%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$763K 11,194 -302 -3%
CAL
32
Capital Analysts LLC
Pennsylvania
$658K 9,643 -21,838 -69%
SWRP
33
Summit Wealth & Retirement Planning
California
$639K 9,374 -153 -2%
EAM
34
Empirical Asset Management
Massachusetts
$611K 8,949 +2,749 +44%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$511K 7,489 -570 -7%
JSL
36
JT Stratford LLC
Georgia
$501K 7,343 -19,026 -72%
AR
37
Apeiron RIA
Texas
$496K 7,309 +7,309 New
BRWA
38
B. Riley Wealth Advisors
Florida
$477K 6,978 +73 +1%
PAMG
39
Patton Albertson Miller Group
Tennessee
$418K 6,125 -65 -1%
TC
40
Titleist Capital
Texas
$369K 5,413 +1,217 +29%
JWCA
41
J.W. Cole Advisors
Florida
$358K 5,254 +5,254 New
RWI
42
Red Wave Investments
Pennsylvania
$346K 5,075 – –
PA
43
Procyon Advisors
Connecticut
$337K 4,942 +14 +0.3%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$227K 3,334 – –
CC
45
Commons Capital
Massachusetts
$220K 3,218 -371 -10%
APA
46
American Portfolios Advisors
New York
$103K 1,512 – –
EWM
47
Endurance Wealth Management
Rhode Island
$92K 1,349 – –
OIA
48
Optimum Investment Advisors
Illinois
$77K 1,134 – –
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$76K 1,120 -890 -44%
SWM
50
Spire Wealth Management
Virginia
$50K 731 – –
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