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ProShares Investment Grade-Interest Rate Hedged
IGHG

55 hedge funds and large institutions have $162M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $139M → $162M (+$23M)

0.24% less ownership

Funds ownership: 58.14% → 57.9% (-0.24%)

8% less funds holding

Funds holding: 60 → 55 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$13.5M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$10.3M
3
Wells Fargo
Wells Fargo
California
+$4.72M
4
AssetMark Inc
AssetMark Inc
California
+$2.31M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$5.73M
2
GM
GeoWealth Management
Illinois
-$5.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.35M
4
SA
Strategic Advocates
Utah
-$798K
5
SCA
Snowden Capital Advisors
New York
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
26
Coastal Bridge Advisors
Connecticut
$644K +$652K +8,376 New
EAM
27
Empirical Asset Management
Massachusetts
$623K +$65K +836 +12%
KF
28
KKM Financial
Illinois
$568K +$78 +1 +0%
HighTower Advisors
29
HighTower Advisors
Illinois
$552K +$559K +7,182 New
TFM
30
Trademark Financial Management
Minnesota
$532K +$20.2K +260 +4%
MCM
31
MAI Capital Management
Ohio
$427K +$2.1K +27 +0.5%
FWM
32
Fortress Wealth Management
California
$415K -$97.5K -1,253 -19%
RWI
33
Red Wave Investments
Pennsylvania
$390K – – –
Raymond James Financial
34
Raymond James Financial
Florida
$368K +$54.3K +698 +17%
OC
35
Opinicus Capital
Florida
$321K +$2.72K +35 +0.8%
NA
36
NewEdge Advisors
Louisiana
$304K +$177K +2,281 +137%
JWCA
37
J.W. Cole Advisors
Florida
$264K +$1.25K +16 +0.5%
PAMG
38
Patton Albertson Miller Group
Tennessee
$261K -$30K -385 -10%
AAS
39
Avantax Advisory Services
Texas
$249K +$252K +3,241 New
NCFG
40
New Century Financial Group
New Jersey
$244K +$247K +3,168 New
Comerica Bank
41
Comerica Bank
Texas
$227K +$33.6K +432 +17%
AWM
42
Axxcess Wealth Management
California
$222K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$206K +$209K +2,685 New
MWA
44
Medallion Wealth Advisors
Connecticut
$150K +$1.25K +16 +0.8%
ACA
45
Aptus Capital Advisors
Alabama
$95.9K -$8.64K -111 -8%
OIA
46
Optimum Investment Advisors
Illinois
$46.7K +$47.3K +608 New
PTC
47
Private Trust Company
Ohio
$40.4K +$24.9K +320 +155%
VWWMG
48
Vermillion & White Wealth Management Group
Pennsylvania
$32.9K – – –
WSFS
49
Wilmington Savings Fund Society
Delaware
$25K – – –
SWM
50
Spire Wealth Management
Virginia
$24.7K -$3.11K -40 -11%
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IGHG Hedge Fund Activity: Q1 2025 in Review

55 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2025, worth a combined $162M — up 17% from $139M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IGHG and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $13.5M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.73M sold.

  • 55 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $162M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2025, up 17% quarter-over-quarter.
  • 7 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2025 was Ameriprise, an estimated $13.5M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2025 was Elevation Capital Advisory, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2025.