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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

60 hedge funds and large institutions have $161M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
13
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.38M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$2.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.27M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.19M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.13M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$62.5M
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$12M
5
AssetMark Inc
5
AssetMark Inc
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
51
Ameritas Investment Company
Nebraska
$29K +$29K +412 New
AF
52
Advisornet Financial
Minnesota
$24K +$70 +1 +0.3%
FCA
53
FinTrust Capital Advisors
South Carolina
$24K +$24K +335 New
AAM
54
Advisors Asset Management
Colorado
$23K +$23K +325 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
RAM
56
Riggs Asset Management
Pennsylvania
$14K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$4K +$4K +65 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
CWM
59
Cornerstone Wealth Management
Missouri
– -$16M -1,237,552 Closed
Jane Street
60
Jane Street
New York
– -$31.2M -412,102 Closed
AssetMark Inc
61
AssetMark Inc
California
– -$11.4M -150,768 Closed
PFP
62
Pinnacle Financial Partners
Tennessee
– -$1.97M -25,983 Closed
AWE
63
Avidian Wealth Enterprises
Texas
– -$1.2M -15,800 Closed
SI
64
SimpliFi Inc
California
– -$1.13M -14,966 Closed
BCM
65
Brasada Capital Management
Texas
– -$1.08M -14,295 Closed
EWM
66
Elmwood Wealth Management
California
– -$1.06M -13,980 Closed
FA
67
Fagan Associates
New York
– -$935K -12,346 Closed
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$652K -8,610 Closed
CRWM
69
Castle Rock Wealth Management
California
– -$464K -6,230 Closed
LWS
70
Lucia Wealth Services
California
– -$296K -3,909 Closed
BBA
71
Braun-Bostich & Associates
Pennsylvania
– -$33K -436 Closed
SPIA
72
Steward Partners Investment Advisory
New York
– -$13K -168 Closed
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