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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

62 hedge funds and large institutions have $251M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
12
Reduced
33
Closed
13
Calls
$2.89M
Puts
$562K
Net Calls
+$2.33M
Net Calls Change
+$1.1M

Top Buyers

1
CA
1
Capital Advantage
California
$71.9M
2
FWM
2
Fortress Wealth Management
California
$2.44M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.1M
4
CCM
4
Coldstream Capital Management
Washington
$431K
5
CI
5
CX Institutional
Indiana
$18.1M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$63.1M
3
UBS Group
3
UBS Group
Switzerland
$5.65M
4
Wells Fargo
4
Wells Fargo
California
$27.8M
5
Jane Street
5
Jane Street
New York
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$42.7K 600 +600 New
IA
52
IFP Advisors
Florida
$26K 344 +3 +0.9%
AWM
53
Accel Wealth Management
Iowa
$14.2K 200 – –
RG
54
Retirement Group
California
$14K 200 – –
PFA
55
Pathway Financial Advisers
Indiana
$11.7K 165 +165 New
RIA
56
Realta Investment Advisors
Delaware
$11K 154 +1 +0.7%
PTC
57
Private Trust Company
Ohio
$6K 91 -139 -60%
HCM
58
Hollencrest Capital Management
California
$4.62K 65 +65 New
TRCT
59
Tower Research Capital (TRC)
New York
$4K 54 +54 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$3.35K 47 -22 -32%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$2.06K 29 +29 New
NA
62
NewEdge Advisors
Louisiana
$15 212 +212 New
EC
63
Estate Counselors
Wisconsin
– – -133,400 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– – -25,066 Closed
JSL
65
JT Stratford LLC
Georgia
– – -7,343 Closed
SIC
66
Salem Investment Counselors
North Carolina
– – -456 Closed
CHA
67
Carmichael Hill & Associates
Maryland
– – -295 Closed
SWM
68
Selective Wealth Management
Virginia
– – -274 Closed
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
– – -255 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– – -191 Closed
SL
71
Savior LLC
Massachusetts
– – -135 Closed
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
– – -45 Closed
BlackRock
73
BlackRock
New York
– – -21 Closed
William Blair & Company
74
William Blair & Company
Illinois
– – -17 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– – -12 Closed
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