ProShares Investment Grade-Interest Rate Hedged
IGHG
58 hedge funds and large institutions have $239M invested in ProShares Investment Grade-Interest Rate Hedged in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.
22% more capital invested
Capital invested by funds: $195M → $239M (+$43.5M)
17.11% more ownership
Funds ownership: 68.5% → 85.6% (+17%)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$49.3M |
| 2 |
Jane Street
New York
|
+$4.21M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$2.07M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$836K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.69M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$4.07M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.95M |
| 4 |
CA
Capital Advantage
Walnut Creek,
California
|
-$2.04M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.18M |
IGHG Hedge Fund Activity: Q4 2023 in Review
58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2023, worth a combined $239M — up 22% from $195M a quarter earlier.
Fund positioning in IGHG was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $49.3M. The largest seller was Susquehanna International Group, cutting an estimated $5.69M.
- 58 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $239M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2023, up 22% quarter-over-quarter.
- 7 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2023 was Morgan Stanley, an estimated $49.3M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2023 was Susquehanna International Group, an estimated $5.69M sold.
Based on aggregated 13F filings for Q4 2023.