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ProShares Investment Grade-Interest Rate Hedged

58 hedge funds and large institutions have $145M invested in ProShares Investment Grade-Interest Rate Hedged in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $151M → $145M (-$6.14M)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

1.32% less ownership

Funds ownership: 54.31%52.99% (-1.3%)

11% less funds holding

Funds holding: 6558 (-7)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
22
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$731K +$50.6K +648 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$689K -$18K -230 -3%
CBA
28
Coastal Bridge Advisors
Connecticut
$637K -$17K -217 -3%
PWM
29
Partners Wealth Management
California
$547K -$129K -1,650 -19%
AIM
30
Anchor Investment Management
South Carolina
$462K +$406K +5,200 +693%
DWAM
31
Duncan Williams Asset Management
Tennessee
$435K -$208K -2,666 -32%
NA
32
NewEdge Advisors
Louisiana
$431K -$1.17K -15 -0.3%
HI
33
Hyundai Investments
South Korea
$417K -$21.6K -276 -5%
RWI
34
Red Wave Investments
Pennsylvania
$394K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$392K -$1.4M -17,882 -78%
MCM
36
MAI Capital Management
Ohio
$376K -$11K -141 -3%
KF
37
KKM Financial
Illinois
$323K
OC
38
Opinicus Capital
Florida
$315K +$1.8K +23 +0.6%
FFA
39
Farther Finance Advisors
California
$265K +$1.56K +20 +0.6%
JWCA
40
J.W. Cole Advisors
Florida
$247K -$15.2K -195 -6%
PAMG
41
Patton Albertson Miller Group
Tennessee
$229K -$8.99K -115 -4%
NG
42
Novem Group
New York
$221K -$7.04K -90 -3%
RW
43
Rockport Wealth
Ohio
$210K -$703 -9 -0.3%
SIC
44
SFE Investment Counsel
California
$202K
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$183K +$185K +2,362 New
CT
46
Colonial Trust
South Carolina
$148K +$149K +1,900 New
WSFS
47
Wilmington Savings Fund Society
Delaware
$108K +$82.9K +1,061 +326%
ACA
48
Aptus Capital Advisors
Alabama
$93K +$782 +10 +0.8%
MWA
49
Medallion Wealth Advisors
Connecticut
$59.5K +$547 +7 +0.9%
IA
50
IFP Advisors
Florida
$45K +$15.4K +197 +51%

IGHG Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2026, worth a combined $145M — down 4.1% from $151M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IGHG and 4 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.6M. The largest seller was Bank of America, cutting an estimated $4.14M.

  • 58 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2026, down from 65 in Q4 2025.
  • Funds reported $145M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2026, down 4.1% quarter-over-quarter.
  • 4 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2026 and 9 closed out, a net change of -5 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2026 was Morgan Stanley, an estimated $3.6M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2026 was Bank of America, an estimated $4.14M sold.

Based on aggregated 13F filings for Q1 2026.