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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

64 hedge funds and large institutions have $343M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
32
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$107M
2
Bank of America
Bank of America
North Carolina
$36.1M
3
Wells Fargo
Wells Fargo
California
$36.6M
4
Jane Street
Jane Street
New York
$10.3M
5
UBS Group
UBS Group
Switzerland
$30.6M

Top Sellers

1
CT
CPF Texas
Texas
$0
2
GC
Guggenheim Capital
Illinois
$1.97M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
HWP
Hefty Wealth Partners
Indiana
$0
5
HIC
Holderness Investments Company
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Endurance Wealth Management
Rhode Island
$179K – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$164K -$22.2K -291 -12%
CCA
53
Catalyst Capital Advisors
New York
$164K +$53.4K +700 +48%
OIA
54
Optimum Investment Advisors
Illinois
$86K +$86K +1,134 New
EWM
55
Elmwood Wealth Management
California
$76.2K +$76.2K +1,000 New
AWA
56
Acorn Wealth Advisors
Michigan
$49K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$41K +$41K +539 New
IA
58
IFP Advisors
Florida
$39K – – –
BBA
59
Braun-Bostich & Associates
Pennsylvania
$33K -$89.5K -1,182 -73%
AF
60
Advisornet Financial
Minnesota
$26K +$77 +1 +0.3%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
RAM
62
Riggs Asset Management
Pennsylvania
$15K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$8K -$51.3K -706 -87%
CT
64
CPF Texas
Texas
– -$848K -11,038 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$504K -6,538 Closed
HWP
66
Hefty Wealth Partners
Indiana
– -$493K -6,404 Closed
HIC
67
Holderness Investments Company
North Carolina
– -$317K -4,113 Closed
HighTower Advisors
68
HighTower Advisors
Illinois
– -$219K -2,841 Closed
AFNAS
69
American Financial Network Advisory Services
California
– -$124K -1,605 Closed
CA
70
Calton & Associates
Florida
– -$74K -959 Closed
OPWM
71
Oak Point Wealth Management
Michigan
– -$7K -87 Closed
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