ProShares Investment Grade-Interest Rate Hedged
IGHG
66 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.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
6% more funds holding
Funds holding: 62 → 66 (+4)
0.55% more ownership
Funds ownership: 61.45% → 62% (+0.55%)
3% less capital invested
Capital invested by funds: $173M → $168M (-$5.11M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.78M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.83M |
| 5 |
DFCM
Dark Forest Capital Management
San Juan,
Puerto Rico
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Capital Advantage
Walnut Creek,
California
|
-$36.7M |
| 2 |
Morgan Stanley
New York
|
-$1.46M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.27M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$1.24M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$675K |
IGHG Hedge Fund Activity: Q2 2024 in Review
66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2024, worth a combined $168M — down 3% from $173M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IGHG positions and 8 closed out — a net gain of 5 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, adding an estimated $9.05M. The largest seller was Capital Advantage, exiting entirely with an estimated $36.7M sold.
- 66 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2024, up from 62 in Q1 2024.
- Funds reported $168M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2024, down 3% quarter-over-quarter.
- 13 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2024 and 8 closed out, a net change of +5 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2024 was Ameriprise, an estimated $9.05M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2024 was Capital Advantage, an estimated $36.7M sold.
Based on aggregated 13F filings for Q2 2024.