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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

51 hedge funds and large institutions have $218M invested in ProShares Investment Grade-Interest Rate Hedged in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
51
Holders Change
-11
Holders Change %
-17.74%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
13
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$10.7M
2
IWP
2
Invenio Wealth Partners
Florida
$2.31M
3
Jane Street
3
Jane Street
New York
$20.8M
4
LPL Financial
4
LPL Financial
California
$4.93M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
AssetMark Inc
2
AssetMark Inc
California
$0
3
CA
3
Capital Advantage
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$53M
5
FWM
5
Fortress Wealth Management
California
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
RFG Advisory
Alabama
$695K 9,549 -8,433 -47%
CAL
27
Capital Analysts LLC
Pennsylvania
$693K 9,513 -795 -8%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$655K 8,991 -133 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$531K 7,289 -125 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$519K 7,132 -536 -7%
SCA
31
Snowden Capital Advisors
New York
$389K 5,347 -1,290 -19%
RWI
32
Red Wave Investments
Pennsylvania
$369K 5,075 – –
CCM
33
Coldstream Capital Management
Washington
$347K 4,772 -469 -9%
JWCA
34
J.W. Cole Advisors
Florida
$341K 4,678 -73 -2%
SIC
35
SFE Investment Counsel
California
$339K 4,650 – –
WC
36
Waterloo Capital
Texas
$301K 4,133 +33 +0.8%
PAMG
37
Patton Albertson Miller Group
Tennessee
$300K 4,125 – –
HP
38
Hyperion Partners
Pennsylvania
$225K 3,089 -95 -3%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$124K 1,705 -1,408 -45%
EWM
40
Endurance Wealth Management
Rhode Island
$91K 1,249 – –
OIA
41
Optimum Investment Advisors
Illinois
$82.6K 1,134 – –
SWM
42
Spire Wealth Management
Virginia
$53.2K 731 – –
NA
43
NewEdge Advisors
Louisiana
$29.3K 402 +190 +90%
IA
44
IFP Advisors
Florida
$15.9K 218 +3 +1%
PTC
45
Private Trust Company
Ohio
$11.3K 155 +64 +70%
RIA
46
Realta Investment Advisors
Delaware
$11.3K 155 +155 New
RG
47
Retirement Group
California
$10.9K 150 – –
HCM
48
Hollencrest Capital Management
California
$4.73K 65 – –
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$2.11K 29 – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$728 10 -20 -67%
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