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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

61 hedge funds and large institutions have $325M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
7
Increased
24
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$17.1M
2
SI
2
SimpliFi Inc
California
$18.5M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.91M
4
AssetMark Inc
4
AssetMark Inc
California
$11.1M
5
WP
5
WealthSource Partners
California
$7.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.7M
2
Wells Fargo
2
Wells Fargo
California
$29.2M
3
ACM
3
Arlington Capital Management
Illinois
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$15.9M
5
LPL Financial
5
LPL Financial
California
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$84K – – –
AWA
52
Acorn Wealth Advisors
Michigan
$48K – – –
IA
53
IFP Advisors
Florida
$37K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$36K +$27.9K +379 +345%
HNB
55
Huntington National Bank
Ohio
$33K – – –
BBA
56
Braun-Bostich & Associates
Pennsylvania
$32K – – –
PA
57
Parallel Advisors
California
$30K +$30K +406 New
AF
58
Advisornet Financial
Minnesota
$25K +$147 +2 +0.6%
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$7.33K +100 +50%
RAM
60
Riggs Asset Management
Pennsylvania
$15K – – –
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +17 New
ACM
62
Arlington Capital Management
Illinois
– -$5.3M -69,521 Closed
SCM
63
Southport Capital Management
Tennessee
– -$2.68M -35,133 Closed
Baird Financial Group
64
Baird Financial Group
Wisconsin
– -$930K -12,202 Closed
Stifel Financial
65
Stifel Financial
Missouri
– -$452K -5,935 Closed
MC
66
Moors & Cabot
Massachusetts
– -$323K -4,240 Closed
SG Americas Securities
67
SG Americas Securities
New York
– -$297K -3,900 Closed
FAAS
68
First Allied Advisory Services
California
– -$282K -3,694 Closed
AEPG
69
American Economic Planning Group
New Jersey
– -$229K -3,000 Closed
WSC
70
Wellington Shields & Co
New York
– -$229K -3,000 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
– -$41K -539 Closed
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