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ProShares Investment Grade-Interest Rate Hedged
IGHG

55 hedge funds and large institutions have $162M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $139M → $162M (+$23M)

0.24% less ownership

Funds ownership: 58.14% → 57.9% (-0.24%)

8% less funds holding

Funds holding: 60 → 55 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$13.5M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$10.3M
3
Wells Fargo
Wells Fargo
California
+$4.72M
4
AssetMark Inc
AssetMark Inc
California
+$2.31M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$5.73M
2
GM
GeoWealth Management
Illinois
-$5.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.35M
4
SA
Strategic Advocates
Utah
-$798K
5
SCA
Snowden Capital Advisors
New York
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$18.4K +$156 +2 +0.8%
HCM
52
Hollencrest Capital Management
California
$5K – – –
RF
53
Robinswood Financial
Washington
$2.15K – – –
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$769 – – –
TRCT
55
Tower Research Capital (TRC)
New York
$77 – – –
ECA
56
Elevation Capital Advisory
Oregon
– -$5.73M -73,258 Closed
GM
57
GeoWealth Management
Illinois
– -$5.73M -73,258 Closed
SA
58
Strategic Advocates
Utah
– -$798K -10,208 Closed
SCA
59
Snowden Capital Advisors
New York
– -$235K -3,000 Closed
CC
60
Commons Capital
Massachusetts
– -$224K -2,864 Closed
RW
61
Rockport Wealth
Ohio
– -$216K -2,804 Closed
SIC
62
SFE Investment Counsel
California
– -$203K -2,600 Closed
TCOV
63
Trust Company of Vermont
Vermont
– -$17.5K -224 Closed
PFA
64
Pathway Financial Advisers
Indiana
– -$12.9K -165 Closed
VHAM
65
Van Hulzen Asset Management
California
– -$1.8K -23 Closed
1 2
3

IGHG Hedge Fund Activity: Q1 2025 in Review

55 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2025, worth a combined $162M — up 17% from $139M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IGHG and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $13.5M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.73M sold.

  • 55 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $162M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2025, up 17% quarter-over-quarter.
  • 7 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2025 was Ameriprise, an estimated $13.5M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2025 was Elevation Capital Advisory, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2025.