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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

62 hedge funds and large institutions have $246M invested in ProShares Investment Grade-Interest Rate Hedged in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
12
Reduced
29
Closed
7
Calls
$2.65M
Puts
$567K
Net Calls
+$2.08M
Net Calls Change
-$241K

Top Buyers

1
Jane Street
1
Jane Street
New York
$20.2M
2
AssetMark Inc
2
AssetMark Inc
California
$11M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.08M
4
FWM
4
Fortress Wealth Management
California
$3.76M
5
SCA
5
Snowden Capital Advisors
New York
$477K

Top Sellers

1
CI
1
CX Institutional
Indiana
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.9M
3
Wells Fargo
3
Wells Fargo
California
$26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$395K
5
UBS Group
5
UBS Group
Switzerland
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$694K 9,656 -3,532 -27%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$655K 9,124 -523 -5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$551K 7,668 -3,449 -31%
SWRP
29
Summit Wealth & Retirement Planning
California
$544K 7,573 -1,601 -17%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$533K 7,414 +48 +0.7%
SCA
31
Snowden Capital Advisors
New York
$477K 6,637 +6,637 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$395K 5,503 -24,516 -82%
CCM
33
Coldstream Capital Management
Washington
$376K 5,241 -816 -13%
RWI
34
Red Wave Investments
Pennsylvania
$365K 5,075 – –
JWCA
35
J.W. Cole Advisors
Florida
$341K 4,751 -342 -7%
SIC
36
SFE Investment Counsel
California
$330K 4,650 -3,725 -44%
PAMG
37
Patton Albertson Miller Group
Tennessee
$296K 4,125 – –
WC
38
Waterloo Capital
Texas
$295K 4,100 +4,100 New
AR
39
Apeiron RIA
Texas
$261K 3,639 -3,092 -46%
TSS
40
Two Sigma Securities
New York
$236K 3,283 +3,283 New
CC
41
Commons Capital
Massachusetts
$235K 3,278 +21 +0.6%
HP
42
Hyperion Partners
Pennsylvania
$229K 3,184 -185 -5%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$224K 3,113 -247 -7%
PA
44
Procyon Advisors
Connecticut
$217K 3,021 -1,414 -32%
EWM
45
Endurance Wealth Management
Rhode Island
$90K 1,249 – –
OIA
46
Optimum Investment Advisors
Illinois
$81.5K 1,134 – –
SWM
47
Spire Wealth Management
Virginia
$52.5K 731 – –
Simplex Trading
48
Simplex Trading
Illinois
$21K 300 +300 New
BTI
49
Blue Trust Inc
Georgia
$19K 266 +266 New
IA
50
IFP Advisors
Florida
$16.1K 215 -129 -38%
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