IGHG icon

ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

62 hedge funds and large institutions have $251M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
12
Reduced
33
Closed
13
Calls
$2.89M
Puts
$562K
Net Calls
+$2.33M
Net Calls Change
+$1.1M

Top Buyers

1
CA
1
Capital Advantage
California
$71.9M
2
FWM
2
Fortress Wealth Management
California
$2.44M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.1M
4
CCM
4
Coldstream Capital Management
Washington
$431K
5
CI
5
CX Institutional
Indiana
$18.1M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$63.1M
3
UBS Group
3
UBS Group
Switzerland
$5.65M
4
Wells Fargo
4
Wells Fargo
California
$27.8M
5
Jane Street
5
Jane Street
New York
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$938K 13,188 -673 -5%
MA
27
Mutual Advisors
Nebraska
$793K 11,156 -2,358 -17%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$791K 11,117 -676 -6%
CAL
29
Capital Analysts LLC
Pennsylvania
$715K 10,057 +414 +4%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$686K 9,647 -1,547 -14%
SWRP
31
Summit Wealth & Retirement Planning
California
$652K 9,174 -200 -2%
EAM
32
Empirical Asset Management
Massachusetts
$611K 8,593 -356 -4%
SIC
33
SFE Investment Counsel
California
$605K 8,375 -13,802 -62%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$524K 7,366 -123 -2%
AR
35
Apeiron RIA
Texas
$479K 6,731 -578 -8%
CCM
36
Coldstream Capital Management
Washington
$431K 6,057 +6,057 New
TC
37
Titleist Capital
Texas
$386K 5,432 +19 +0.4%
AFS
38
AFG Fiduciary Services
Massachusetts
$377K 296,165 +296,165 New
JWCA
39
J.W. Cole Advisors
Florida
$362K 5,093 -161 -3%
RWI
40
Red Wave Investments
Pennsylvania
$361K 5,075 – –
PA
41
Procyon Advisors
Connecticut
$315K 4,435 -507 -10%
PAMG
42
Patton Albertson Miller Group
Tennessee
$293K 4,125 -2,000 -33%
HP
43
Hyperion Partners
Pennsylvania
$240K 3,369 +3,369 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$239K 3,360 +26 +0.8%
CC
45
Commons Capital
Massachusetts
$232K 3,257 +39 +1%
EWM
46
Endurance Wealth Management
Rhode Island
$89K 1,249 -100 -7%
OIA
47
Optimum Investment Advisors
Illinois
$80.6K 1,134 – –
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$79.6K 1,120 – –
SWM
49
Spire Wealth Management
Virginia
$52K 731 – –
CWP
50
Concord Wealth Partners
Virginia
$46.6K 656 +656 New
1
2
3 4