We are live on ! Find out more
IGHG icon

ProShares Investment Grade-Interest Rate Hedged
IGHG

60 hedge funds and large institutions have $139M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 59 → 60 (+1)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $133M → $139M (+$5.11M)

8.31% less ownership

Funds ownership: 66.44% → 58.14% (-8.3%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
Elevation Capital Advisory
Oregon
+$5.7M
2
GM
GeoWealth Management
Illinois
+$5.7M
3
MFG
Merit Financial Group
Georgia
+$1.89M
4
Bank of America
Bank of America
North Carolina
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$1.04M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.78M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$3.15M
3
Ameriprise
Ameriprise
Minnesota
-$3.14M
4
TI
Tidal Investments
Wisconsin
-$1.15M
5
Jane Street
Jane Street
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
51
Wilmington Savings Fund Society
Delaware
$25.4K – – –
IA
52
IFP Advisors
Florida
$18.5K +$311 +4 +2%
TCOV
53
Trust Company of Vermont
Vermont
$17.5K -$78 -1 -0.4%
PTC
54
Private Trust Company
Ohio
$16.1K – – –
PFA
55
Pathway Financial Advisers
Indiana
$12.9K – – –
HCM
56
Hollencrest Capital Management
California
$5.08K – – –
RF
57
Robinswood Financial
Washington
$2.19K – – –
VHAM
58
Van Hulzen Asset Management
California
$1.8K +$1.79K +23 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$782 – – –
TRCT
60
Tower Research Capital (TRC)
New York
$78 – – –
IAIM
61
International Assets Investment Management
Florida
– -$18.4K -280,306 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$7.78M -101,004 Closed
ZIMP
63
Zimmermann Investment Management & Planning
Pennsylvania
– -$3.15M -40,844 Closed
TI
64
Tidal Investments
Wisconsin
– -$1.15M -15,029 Closed
Jane Street
65
Jane Street
New York
– -$1.14M -14,828 Closed
OIA
66
Optimum Investment Advisors
Illinois
– -$87.3K -1,134 Closed
IBOK
67
Independence Bank of Kentucky
Kentucky
– -$15.4K -200 Closed
RIA
68
Realta Investment Advisors
Delaware
– -$3.66K -47 Closed
1 2
3

IGHG Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2024, worth a combined $139M — up 3.8% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.78M sold.

  • 60 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $139M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2024 and 8 closed out, a net change of +3 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2024 was Elevation Capital Advisory, an estimated $5.7M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2024 was Susquehanna International Group, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2024.