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ProShares Investment Grade-Interest Rate Hedged
IGHG

82 hedge funds and large institutions have $793M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

12% more funds holding

Funds holding: 73 → 82 (+9)

10% more capital invested

Capital invested by funds: $718M → $793M (+$75.3M)

2.71% more ownership

Funds ownership: 73.6% → 76.3% (+2.7%)

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
36
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$25.8M
2
Wells Fargo
Wells Fargo
California
+$16.2M
3
Bank of America
Bank of America
North Carolina
+$15.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.36M
5
CA
Capital Advantage
California
+$5.04M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$8.54M
2
UBS Group
UBS Group
Switzerland
-$4.38M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.01M
4
Barclays
Barclays
United Kingdom
-$2.31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$373K +$376K +5,019 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$299K -$3.01M -40,123 -91%
PA
53
Procyon Advisors
Connecticut
$298K +$300K +4,007 New
AR
54
Apeiron RIA
Texas
$282K +$284K +3,791 New
CC
55
Commons Capital
Massachusetts
$275K +$277K +3,696 New
CAN
56
Cetera Advisor Networks
California
$240K +$75 +1 +0%
AC
57
ASB Consultores
Florida
$237K +$239K +3,192 New
FWM
58
Fortress Wealth Management
California
$232K +$234K +3,122 New
SC
59
Scotia Capital
Ontario, Canada
$219K -$2.25K -30 -1%
TC
60
Titleist Capital
Texas
$219K +$220K +2,941 New
MMA
61
Miracle Mile Advisors
California
$216K +$217K +2,900 New
Baird Financial Group
62
Baird Financial Group
Wisconsin
$212K -$110K -1,469 -34%
SFS
63
Stiles Financial Services
Minnesota
$206K +$208K +2,771 New
RG
64
Retirement Group
California
$151K -$3.3K -44 -2%
CF
65
Centaurus Financial
California
$151K – – –
APA
66
American Portfolios Advisors
New York
$132K +$20K +267 +18%
COCM
67
Charter Oak Capital Management
New Hampshire
$122K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$110K +$64.2K +857 +137%
TCWM
69
Total Clarity Wealth Management
Illinois
$104K +$14.4K +192 +16%
EWM
70
Endurance Wealth Management
Rhode Island
$100K – – –
OIA
71
Optimum Investment Advisors
Illinois
$84K – – –
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$71.5K +$75 +1 +0.1%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$52K – – –
William Blair & Company
74
William Blair & Company
Illinois
$51K +$5.02K +67 +11%
NFG
75
Next Financial Group
Texas
$28K -$2.1K -28 -7%
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IGHG Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2021, worth a combined $793M — up 10% from $718M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGHG positions and 11 closed out — a net gain of 9 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $25.8M. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $8.54M sold.

  • 82 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $793M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2021, up 10% quarter-over-quarter.
  • 20 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2021 and 11 closed out, a net change of +9 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2021 was Jane Street, an estimated $25.8M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2021 was Great Valley Advisor Group, an estimated $8.54M sold.

Based on aggregated 13F filings for Q4 2021.