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ProShares Investment Grade-Interest Rate Hedged

65 hedge funds and large institutions have $151M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7% more funds holding

Funds holding: 6165 (+4)

3% more capital invested

Capital invested by funds: $147M → $151M (+$4.49M)

0.73% less ownership

Funds ownership: 55.03%54.31% (-0.73%)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
20
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$719K +$2.91K +37 +0.4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$714K -$18.1K -231 -2%
KA
28
Kovack Advisors
Florida
$687K +$688K +8,766 New
PWM
29
Partners Wealth Management
California
$682K -$2.04K -26 -0.3%
CBA
30
Coastal Bridge Advisors
Connecticut
$660K +$2.36K +30 +0.4%
DWAM
31
Duncan Williams Asset Management
Tennessee
$649K -$101K -1,280 -13%
HI
32
Hyundai Investments
South Korea
$446K +$446K +5,678 New
NA
33
NewEdge Advisors
Louisiana
$437K -$12.6K -161 -3%
PNC
34
Point Nemo Capital
Texas
$435K +$436K +5,552 New
RWI
35
Red Wave Investments
Pennsylvania
$398K
MCM
36
MAI Capital Management
Ohio
$390K +$4.87K +62 +1%
KF
37
KKM Financial
Illinois
$323K -$134K -1,709 -29%
OC
38
Opinicus Capital
Florida
$317K -$16.9K -215 -5%
Jane Street
39
Jane Street
New York
$277K +$278K +3,538 New
FFA
40
Farther Finance Advisors
California
$266K +$266K +3,391 New
JWCA
41
J.W. Cole Advisors
Florida
$265K -$393 -5 -0.1%
PAMG
42
Patton Albertson Miller Group
Tennessee
$240K
NG
43
Novem Group
New York
$230K +$230K +2,931 New
AWM
44
Axxcess Wealth Management
California
$226K
RW
45
Rockport Wealth
Ohio
$212K -$550 -7 -0.3%
SIC
46
SFE Investment Counsel
California
$204K
Comerica Bank
47
Comerica Bank
Texas
$185K
ACA
48
Aptus Capital Advisors
Alabama
$93.1K -$7.3K -93 -7%
MWA
49
Medallion Wealth Advisors
Connecticut
$59.5K -$98.8K -1,258 -62%
AIM
50
Anchor Investment Management
South Carolina
$58.8K +$58.9K +750 New

IGHG Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2025, worth a combined $151M — up 3.1% from $147M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $2.84M. The largest seller was AssetMark Inc, cutting an estimated $2.86M.

  • 65 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $151M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2025, up 3.1% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2025 and 5 closed out, a net change of +6 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2025 was Elevation Capital Advisory, an estimated $2.84M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2025 was AssetMark Inc, an estimated $2.86M sold.

Based on aggregated 13F filings for Q4 2025.