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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

58 hedge funds and large institutions have $133M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$10.2M
2
LPL Financial
2
LPL Financial
California
$12.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.78M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$802K
5
DWAM
5
Duncan Williams Asset Management
Tennessee
$735K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
ECA
3
Elevation Capital Advisory
Oregon
$0
4
Wells Fargo
4
Wells Fargo
California
$8.05M
5
Ameriprise
5
Ameriprise
Minnesota
$5.73M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
26
TrinityPoint Wealth
Connecticut
$724K 9,397 -156 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$636K 8,255 +3,684 +81%
FWM
28
Fortress Wealth Management
California
$547K 7,100 -156 -2%
EAM
29
Empirical Asset Management
Massachusetts
$525K 6,819 +6,819 New
KF
30
KKM Financial
Illinois
$521K 6,763 +3,928 +139%
RWI
31
Red Wave Investments
Pennsylvania
$391K 5,075 – –
HP
32
Hyperion Partners
Pennsylvania
$362K 4,702 +46 +1%
OC
33
Opinicus Capital
Florida
$327K 4,249 +36 +0.9%
BRWA
34
B. Riley Wealth Advisors
Florida
$324K 4,176 +165 +4%
PAMG
35
Patton Albertson Miller Group
Tennessee
$297K 3,850 -65 -2%
JWCA
36
J.W. Cole Advisors
Florida
$290K 3,763 -823 -18%
AWM
37
Axxcess Wealth Management
California
$222K 2,883 – –
CC
38
Commons Capital
Massachusetts
$217K 2,820 +33 +1%
RW
39
Rockport Wealth
Ohio
$216K 2,804 – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$205K 2,664 -723 -21%
SIC
41
SFE Investment Counsel
California
$200K 2,600 -2,000 -43%
Comerica Bank
42
Comerica Bank
Texas
$194K 2,520 -189 -7%
NA
43
NewEdge Advisors
Louisiana
$121K 1,569 +350 +29%
OIA
44
Optimum Investment Advisors
Illinois
$87.3K 1,134 – –
VWWMG
45
Vermillion & White Wealth Management Group
Pennsylvania
$33K 428 +428 New
SWM
46
Spire Wealth Management
Virginia
$29.1K 378 -520 -58%
WSFS
47
Wilmington Savings Fund Society
Delaware
$25K 325 +325 New
IAIM
48
International Assets Investment Management
Florida
$18.4K 280,306 +279,919 +72,330%
IA
49
IFP Advisors
Florida
$17.9K 233 +3 +1%
TCOV
50
Trust Company of Vermont
Vermont
$17.3K 225 +225 New
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2
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