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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

65 hedge funds and large institutions have $168M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.74M
3
ECA
3
Elevation Capital Advisory
Oregon
$6.03M
4
LPL Financial
4
LPL Financial
California
$8.85M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.54M

Top Sellers

1
CA
1
Capital Advantage
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$46.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.85M
4
MWM
4
Mission Wealth Management
California
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$93K 1,219 – –
OIA
52
Optimum Investment Advisors
Illinois
$86.5K 1,134 – –
SWM
53
Spire Wealth Management
Virginia
$68.5K 898 -125 -12%
IAIM
54
International Assets Investment Management
Florida
$29.5K 387 +387 New
IA
55
IFP Advisors
Florida
$17.5K 230 +3 +1%
PTC
56
Private Trust Company
Ohio
$15.7K 206 – –
IBOK
57
Independence Bank of Kentucky
Kentucky
$15.3K 200 – –
PFA
58
Pathway Financial Advisers
Indiana
$12.6K 165 +1 +0.6%
RIA
59
Realta Investment Advisors
Delaware
$12K 157 – –
CA
60
Crewe Advisors
Utah
$9.84K 129 +129 New
HCM
61
Hollencrest Capital Management
California
$4.96K 65 – –
RWMG
62
Redwood Wealth Management Group
New Jersey
$4.5K 59 +59 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$3.97K 52 – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$767 10 – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$76 1 +1 New
CA
66
Capital Advantage
California
– – -478,427 Closed
MWM
67
Mission Wealth Management
California
– – -16,242 Closed
RWA
68
Redhawk Wealth Advisors
Minnesota
– – -4,332 Closed
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
– – -1,185 Closed
BFEC
70
Benjamin F. Edwards & Company
Missouri
– – -200 Closed
T
71
Tidemark
California
– – -158 Closed
PS
72
Principal Securities
Iowa
– – -35 Closed
BHWM
73
Beaird Harris Wealth Management
Texas
– – -15 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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