We are live on ! Find out more
IGHG icon

ProShares Investment Grade-Interest Rate Hedged
IGHG

61 hedge funds and large institutions have $147M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

5% less capital invested

Capital invested by funds: $154M → $147M (-$7.54M)

2.46% less ownership

Funds ownership: 57.49% → 55.03% (-2.5%)

5% less funds holding

Funds holding: 64 → 61 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.31M
2
NP
NorthRock Partners
Minnesota
+$3.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.64M
4
SW
SteelPeak Wealth
California
+$1.65M
5
CAC
Certified Advisory Corp
Florida
+$646K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.79M
2
AssetMark Inc
AssetMark Inc
California
-$3.99M
3
Ameriprise
Ameriprise
Minnesota
-$3.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$29.8K +$314 +4 +1%
GWM
52
Geneos Wealth Management
Colorado
$27.6K – – –
WSFS
53
Wilmington Savings Fund Society
Delaware
$25.7K – – –
SWM
54
Spire Wealth Management
Virginia
$23.6K – – –
GRP
55
Global Retirement Partners
California
$11K – – –
SA
56
Strategic Advocates
Utah
$7.66K +$7.63K +97 New
HCM
57
Hollencrest Capital Management
California
$5.13K – – –
PS
58
Principal Securities
Iowa
$2.84K -$97.9K -1,245 -97%
RF
59
Robinswood Financial
Washington
$2.21K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$790 – – –
TRCT
61
Tower Research Capital (TRC)
New York
$79 – – –
Jane Street
62
Jane Street
New York
– -$1.22M -15,581 Closed
TGAM
63
TBH Global Asset Management
Tennessee
– -$751K -9,584 Closed
BRWA
64
B. Riley Wealth Advisors
Florida
– -$242K -3,087 Closed
TFM
65
Trademark Financial Management
Minnesota
– -$209K -2,664 Closed
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
– -$49K -625 Closed
GSWM
67
Golden State Wealth Management
California
– -$1.65K -21 Closed
1 2
3

IGHG Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q3 2025, worth a combined $147M — down 4.9% from $154M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IGHG and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was LPL Financial, adding an estimated $4.31M. The largest seller was Morgan Stanley, cutting an estimated $7.79M.

  • 61 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q3 2025, down from 64 in Q2 2025.
  • Funds reported $147M of ProShares Investment Grade-Interest Rate Hedged stock for Q3 2025, down 4.9% quarter-over-quarter.
  • 4 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q3 2025 and 6 closed out, a net change of -2 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q3 2025 was LPL Financial, an estimated $4.31M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q3 2025 was Morgan Stanley, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2025.