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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

72 hedge funds and large institutions have $717M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
72
Holders Change
+15
Holders Change %
+26.32%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
32
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
Bank of America
2
Bank of America
North Carolina
$38.3M
3
GVAG
3
Great Valley Advisor Group
Delaware
$8.54M
4
EC
4
Estate Counselors
Wisconsin
$7.51M
5
SI
5
Stephens Inc
Arkansas
$7.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19M
2
MA
2
Mutual Advisors
Nebraska
$1.73M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$551K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
51
Charter Oak Capital Management
New Hampshire
$124K 1,643 -106 -6%
APA
52
American Portfolios Advisors
New York
$114K 1,505 +65 +5%
EWM
53
Endurance Wealth Management
Rhode Island
$102K 1,349 – –
TCWM
54
Total Clarity Wealth Management
Illinois
$91K 1,209 +1,209 New
OIA
55
Optimum Investment Advisors
Illinois
$86K 1,134 – –
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$72.6K 960 +960 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$53K 700 – –
William Blair & Company
58
William Blair & Company
Illinois
$47K 625 – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$47K 625 +625 New
NFG
60
Next Financial Group
Texas
$30K 403 +35 +10%
US Bancorp
61
US Bancorp
Minnesota
$27K 364 +364 New
CHA
62
Carmichael Hill & Associates
Maryland
$22K 295 – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$20K 261 +261 New
PP
64
Pacifica Partners
Canada
$15K 200 – –
AF
65
Advisornet Financial
Minnesota
$15K 204 – –
AWM
66
Accel Wealth Management
Iowa
$15K 200 – –
PB
67
Pinnacle Bancorp
Nebraska
$10K 128 +128 New
SPIA
68
Steward Partners Investment Advisory
New York
$8K 100 -150 -60%
GPA
69
Guidance Point Advisors
Massachusetts
$5K 75 +75 New
SWM
70
Spire Wealth Management
Virginia
$3K 34 +34 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$2K 30 – –
BBHC
72
Brown Brothers Harriman & Co
New York
$25 328 – –
Citadel Advisors
73
Citadel Advisors
Florida
– – -4,049 Closed
TFA
74
Toth Financial Advisory
Virginia
– – -250 Closed
HI
75
Harbour Investments
Wisconsin
– – -209 Closed
1 2
3
4