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ProShares Investment Grade-Interest Rate Hedged
IGHG

64 hedge funds and large institutions have $154M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

16% more funds holding

Funds holding: 55 → 64 (+9)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.41% less ownership

Funds ownership: 57.9% → 57.49% (-0.41%)

5% less capital invested

Capital invested by funds: $162M → $154M (-$7.36M)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.05M
3
Jane Street
Jane Street
New York
+$1.2M
4
HPC
Hobart Private Capital
North Carolina
+$1.07M
5
Osaic Holdings
Osaic Holdings
Arizona
+$899K

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$10.2M
2
AssetMark Inc
AssetMark Inc
California
-$5.16M
3
Morgan Stanley
Morgan Stanley
New York
-$3.18M
4
MFG
Merit Financial Group
Georgia
-$1.35M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
26
Coastal Bridge Advisors
Connecticut
$657K +$1.16K +15 +0.2%
HighTower Advisors
27
HighTower Advisors
Illinois
$654K +$90.1K +1,170 +16%
EAM
28
Empirical Asset Management
Massachusetts
$652K +$16.9K +220 +3%
KF
29
KKM Financial
Illinois
$460K -$116K -1,509 -20%
FWM
30
Fortress Wealth Management
California
$426K +$3.39K +44 +0.8%
MFG
31
Merit Financial Group
Georgia
$411K -$1.35M -17,476 -77%
RWI
32
Red Wave Investments
Pennsylvania
$398K – – –
MCM
33
MAI Capital Management
Ohio
$376K -$58.1K -754 -14%
Raymond James Financial
34
Raymond James Financial
Florida
$372K -$3.47K -45 -0.9%
DFCM
35
Dark Forest Capital Management
Puerto Rico
$369K -$577K -7,494 -61%
OC
36
Opinicus Capital
Florida
$329K +$1.39K +18 +0.4%
NA
37
NewEdge Advisors
Louisiana
$289K -$19.9K -258 -7%
JWCA
38
J.W. Cole Advisors
Florida
$263K -$5.16K -67 -2%
AAS
39
Avantax Advisory Services
Texas
$257K +$3.31K +43 +1%
BRWA
40
B. Riley Wealth Advisors
Florida
$242K +$238K +3,087 New
PAMG
41
Patton Albertson Miller Group
Tennessee
$240K -$25K -325 -10%
AWM
42
Axxcess Wealth Management
California
$226K – – –
CAC
43
Certified Advisory Corp
Florida
$217K +$214K +2,772 New
RW
44
Rockport Wealth
Ohio
$214K +$210K +2,729 New
TFM
45
Trademark Financial Management
Minnesota
$209K -$328K -4,252 -61%
SIC
46
SFE Investment Counsel
California
$204K +$200K +2,600 New
Comerica Bank
47
Comerica Bank
Texas
$185K -$45.5K -590 -20%
MWA
48
Medallion Wealth Advisors
Connecticut
$155K +$2.08K +27 +1%
PS
49
Principal Securities
Iowa
$100K +$98.7K +1,281 New
ACA
50
Aptus Capital Advisors
Alabama
$99K +$1.31K +17 +1%
1
2
3

IGHG Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2025, worth a combined $154M — down 4.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 2 closed out — a net gain of 9 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.16M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $10.2M sold.

  • 64 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $154M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2025, down 4.6% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2025 and 2 closed out, a net change of +9 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2025 was Ameriprise, an estimated $5.16M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2025 was Redhawk Wealth Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2025.