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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

53 hedge funds and large institutions have $161M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$13.4M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$10.2M
3
Wells Fargo
Wells Fargo
California
+$4.67M
4
AssetMark Inc
AssetMark Inc
California
+$2.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.23M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$5.73M
2
ECA
Elevation Capital Advisory
Oregon
-$5.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.33M
4
SA
Strategic Advocates
Utah
-$798K
5
SCA
Snowden Capital Advisors
New York
-$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
26
Coastal Bridge Advisors
Connecticut
$644K +$644K +8,376 New
EAM
27
Empirical Asset Management
Massachusetts
$623K +$64.3K +836 +12%
KF
28
KKM Financial
Illinois
$568K +$77 +1 +0%
HighTower Advisors
29
HighTower Advisors
Illinois
$552K +$552K +7,182 New
TFM
30
Trademark Financial Management
Minnesota
$532K +$20K +260 +4%
MCM
31
MAI Capital Management
Ohio
$427K +$2.08K +27 +0.5%
FWM
32
Fortress Wealth Management
California
$415K -$96.3K -1,253 -19%
RWI
33
Red Wave Investments
Pennsylvania
$390K – – –
Raymond James Financial
34
Raymond James Financial
Florida
$368K +$53.7K +698 +17%
OC
35
Opinicus Capital
Florida
$321K +$2.69K +35 +0.8%
NA
36
NewEdge Advisors
Louisiana
$304K +$175K +2,281 +137%
JWCA
37
J.W. Cole Advisors
Florida
$264K +$1.23K +16 +0.5%
PAMG
38
Patton Albertson Miller Group
Tennessee
$261K -$29.6K -385 -10%
AAS
39
Avantax Advisory Services
Texas
$249K +$249K +3,241 New
NCFG
40
New Century Financial Group
New Jersey
$244K +$244K +3,168 New
Comerica Bank
41
Comerica Bank
Texas
$227K +$33.2K +432 +17%
AWM
42
Axxcess Wealth Management
California
$222K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$206K +$206K +2,685 New
ACA
44
Aptus Capital Advisors
Alabama
$95.9K -$8.54K -111 -8%
OIA
45
Optimum Investment Advisors
Illinois
$46.7K +$46.7K +608 New
PTC
46
Private Trust Company
Ohio
$40.4K +$24.6K +320 +155%
VWWMG
47
Vermillion & White Wealth Management Group
Pennsylvania
$32.9K – – –
WSFS
48
Wilmington Savings Fund Society
Delaware
$25K – – –
SWM
49
Spire Wealth Management
Virginia
$24.7K -$3.08K -40 -11%
IA
50
IFP Advisors
Florida
$18.4K +$154 +2 +0.8%
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