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ProShares Investment Grade-Interest Rate Hedged
IGHG

61 hedge funds and large institutions have $147M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

5% less capital invested

Capital invested by funds: $154M → $147M (-$7.54M)

2.46% less ownership

Funds ownership: 57.49% → 55.03% (-2.5%)

5% less funds holding

Funds holding: 64 → 61 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.31M
2
NP
NorthRock Partners
Minnesota
+$3.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.64M
4
SW
SteelPeak Wealth
California
+$1.65M
5
CAC
Certified Advisory Corp
Florida
+$646K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.79M
2
AssetMark Inc
AssetMark Inc
California
-$3.99M
3
Ameriprise
Ameriprise
Minnesota
-$3.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$736K +$75.6K +962 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$722K +$5.11K +65 +0.7%
EAM
28
Empirical Asset Management
Massachusetts
$716K +$58.3K +741 +9%
PWM
29
Partners Wealth Management
California
$689K – – –
CBA
30
Coastal Bridge Advisors
Connecticut
$662K -$550 -7 -0.1%
KF
31
KKM Financial
Illinois
$460K -$3.85K -49 -0.8%
NA
32
NewEdge Advisors
Louisiana
$453K +$160K +2,039 +55%
Raymond James Financial
33
Raymond James Financial
Florida
$406K +$31.1K +395 +8%
RWI
34
Red Wave Investments
Pennsylvania
$401K – – –
MCM
35
MAI Capital Management
Ohio
$388K +$9.12K +116 +2%
DFCM
36
Dark Forest Capital Management
Puerto Rico
$372K – – –
FWM
37
Fortress Wealth Management
California
$368K -$61.5K -782 -14%
OC
38
Opinicus Capital
Florida
$336K +$4.4K +56 +1%
JWCA
39
J.W. Cole Advisors
Florida
$267K +$1.26K +16 +0.5%
PAMG
40
Patton Albertson Miller Group
Tennessee
$242K – – –
AWM
41
Axxcess Wealth Management
California
$228K – – –
MFG
42
Merit Financial Group
Georgia
$221K -$193K -2,451 -47%
RW
43
Rockport Wealth
Ohio
$214K -$1.18K -15 -0.5%
SIC
44
SFE Investment Counsel
California
$205K – – –
Comerica Bank
45
Comerica Bank
Texas
$187K – – –
MWA
46
Medallion Wealth Advisors
Connecticut
$159K +$2.04K +26 +1%
ACA
47
Aptus Capital Advisors
Alabama
$101K +$1.26K +16 +1%
OIA
48
Optimum Investment Advisors
Illinois
$53K +$2.6K +33 +5%
PTC
49
Private Trust Company
Ohio
$41.6K – – –
VWWMG
50
Vermillion & White Wealth Management Group
Pennsylvania
$33.8K – – –
1
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IGHG Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q3 2025, worth a combined $147M — down 4.9% from $154M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IGHG and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was LPL Financial, adding an estimated $4.31M. The largest seller was Morgan Stanley, cutting an estimated $7.79M.

  • 61 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q3 2025, down from 64 in Q2 2025.
  • Funds reported $147M of ProShares Investment Grade-Interest Rate Hedged stock for Q3 2025, down 4.9% quarter-over-quarter.
  • 4 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q3 2025 and 6 closed out, a net change of -2 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q3 2025 was LPL Financial, an estimated $4.31M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q3 2025 was Morgan Stanley, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2025.