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ProShares Investment Grade-Interest Rate Hedged
IGHG

58 hedge funds and large institutions have $599M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

35% more capital invested

Capital invested by funds: $442M → $599M (+$157M)

12% more funds holding

Funds holding: 52 → 58 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.67% less ownership

Funds ownership: 75.71% → 74.03% (-1.7%)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
29
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$72.9M
2
CA
Capital Advantage
California
+$41.5M
3
Morgan Stanley
Morgan Stanley
New York
+$23.1M
4
UBS Group
UBS Group
Switzerland
+$9.17M
5
RBA
Richard Bernstein Advisors
New York
+$7.5M

Top Sellers

Rank Fund Capital Flow
1
RWA
Redhawk Wealth Advisors
Minnesota
-$17.5M
2
Jane Street
Jane Street
New York
-$5.3M
3
CG
Colony Group
Massachusetts
-$419K
4
BCM
Brasada Capital Management
Texas
-$308K
5
SPIA
Steward Partners Investment Advisory
New York
-$95.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
51
Toth Financial Advisory
Virginia
$19K +$19.1K +250 New
AF
52
Advisornet Financial
Minnesota
$16K – – –
HI
53
Harbour Investments
Wisconsin
$16K +$76 +1 +0.5%
AWM
54
Accel Wealth Management
Iowa
$15K -$19.1K -250 -56%
PP
55
Pacifica Partners
Canada
$15K +$15.3K +200 New
BAM
56
Bellevue Asset Management
Washington
$10K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$2K – – –
BBHC
58
Brown Brothers Harriman & Co
New York
$25 +$25K +328 New
RWA
59
Redhawk Wealth Advisors
Minnesota
– -$17.5M -226,524 Closed
Jane Street
60
Jane Street
New York
– -$5.3M -68,753 Closed
CG
61
Colony Group
Massachusetts
– -$419K -5,441 Closed
BCM
62
Brasada Capital Management
Texas
– -$308K -3,996 Closed
SFS
63
Sowell Financial Services
Arkansas
– -$69K -908 Closed
TCWM
64
Total Clarity Wealth Management
Illinois
– -$56K -720 Closed
CFGS
65
Concourse Financial Group Securities
Alabama
– -$4.96K -65 Closed
MF
66
Manchester Financial
California
– -$5K -61 Closed
1 2
3

IGHG Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2021, worth a combined $599M — up 35% from $442M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGHG positions and 8 closed out — a net gain of 6 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Ameriprise, adding an estimated $72.9M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $17.5M sold.

  • 58 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2021, up from 52 in Q1 2021.
  • Funds reported $599M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2021, up 35% quarter-over-quarter.
  • 14 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2021 and 8 closed out, a net change of +6 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2021 was Ameriprise, an estimated $72.9M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2021 was Redhawk Wealth Advisors, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2021.