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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

66 hedge funds and large institutions have $251M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
16
Reduced
28
Closed
10
Calls
$1.23M
Puts
–
Net Calls
+$1.23M
Net Calls Change
+$820K

Top Buyers

1
CI
1
CX Institutional
Indiana
$17M
2
Jane Street
2
Jane Street
New York
$6.02M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.39M
4
SI
4
Stephens Inc
Arkansas
$3.12M
5
CA
5
Capital Advantage
California
$46.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.1M
3
Wells Fargo
3
Wells Fargo
California
$29.2M
4
AssetMark Inc
4
AssetMark Inc
California
$3.4M
5
PWMG
5
Pinnacle Wealth Management Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Salem Investment Counselors
North Carolina
$31K 456 – –
IA
52
IFP Advisors
Florida
$26K 341 +1 +0.3%
CHA
53
Carmichael Hill & Associates
Maryland
$20K 295 – –
SWM
54
Selective Wealth Management
Virginia
$19K 274 – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$17K 255 +255 New
PTC
56
Private Trust Company
Ohio
$16K 230 +230 New
RG
57
Retirement Group
California
$14K 200 – –
AWM
58
Accel Wealth Management
Iowa
$14K 200 – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$13K 191 +191 New
RIA
60
Realta Investment Advisors
Delaware
$10K 153 +153 New
SL
61
Savior LLC
Massachusetts
$9K 135 – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$3K 45 +45 New
William Blair & Company
63
William Blair & Company
Illinois
$1K 17 -16 -48%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1K 12 +12 New
BlackRock
65
BlackRock
New York
$1K 21 +21 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$5 69 +39 +130%
PWMG
67
Pinnacle Wealth Management Group
Michigan
– – -61,996 Closed
SEA
68
Stegent Equity Advisors
Texas
– – -20,635 Closed
MWM
69
Meridian Wealth Management
Kentucky
– – -8,881 Closed
VAS
70
Vestmark Advisory Solutions
Massachusetts
– – -3,125 Closed
PFS
71
Prospera Financial Services
Texas
– – -1,262 Closed
COCM
72
Charter Oak Capital Management
New Hampshire
– – -1,170 Closed
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
– – -700 Closed
AF
74
Advisornet Financial
Minnesota
– – -204 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
– – -183 Closed
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