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ProShares Investment Grade-Interest Rate Hedged

65 hedge funds and large institutions have $151M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

7% more funds holding

Funds holding: 6165 (+4)

3% more capital invested

Capital invested by funds: $147M → $151M (+$4.49M)

0.73% less ownership

Funds ownership: 55.03%54.31% (-0.73%)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
20
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$41.3K
VWWMG
52
Vermillion & White Wealth Management Group
Pennsylvania
$33.6K
IA
53
IFP Advisors
Florida
$30K +$471 +6 +2%
GWM
54
Geneos Wealth Management
Colorado
$27.4K
WSFS
55
Wilmington Savings Fund Society
Delaware
$25.5K
SWM
56
Spire Wealth Management
Virginia
$23.4K
GRP
57
Global Retirement Partners
California
$10.9K
AssetMark Inc
58
AssetMark Inc
California
$10.7K -$2.86M -36,361 -100%
SA
59
Strategic Advocates
Utah
$7.62K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$6.82K +$6.83K +87 New
HCM
61
Hollencrest Capital Management
California
$5.1K
AF
62
Allworth Financial
California
$4.31K +$4.32K +55 New
RF
63
Robinswood Financial
Washington
$2.19K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$784
TRCT
65
Tower Research Capital (TRC)
New York
$78
Citadel Advisors
66
Citadel Advisors
Florida
-$2.66M -33,632 Closed
OIA
67
OneDigital Investment Advisors
Kansas
-$1.9M -23,997 Closed
DFCM
68
Dark Forest Capital Management
Puerto Rico
-$372K -4,706 Closed
MFG
69
Merit Financial Group
Georgia
-$221K -2,794 Closed
PS
70
Principal Securities
Iowa
-$2.84K -36 Closed

IGHG Hedge Fund Activity: Q4 2025 in Review

65 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2025, worth a combined $151M — up 3.1% from $147M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 5 closed out — a net gain of 6 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $2.84M. The largest seller was AssetMark Inc, cutting an estimated $2.86M.

  • 65 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $151M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2025, up 3.1% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2025 and 5 closed out, a net change of +6 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2025 was Elevation Capital Advisory, an estimated $2.84M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2025 was AssetMark Inc, an estimated $2.86M sold.

Based on aggregated 13F filings for Q4 2025.