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ProShares Investment Grade-Interest Rate Hedged
IGHG

82 hedge funds and large institutions have $793M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

12% more funds holding

Funds holding: 73 → 82 (+9)

10% more capital invested

Capital invested by funds: $718M → $793M (+$75.3M)

2.71% more ownership

Funds ownership: 73.6% → 76.3% (+2.7%)

Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
36
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$25.8M
2
Wells Fargo
Wells Fargo
California
+$16.2M
3
Bank of America
Bank of America
North Carolina
+$15.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.36M
5
CA
Capital Advantage
California
+$5.04M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$8.54M
2
UBS Group
UBS Group
Switzerland
-$4.38M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.01M
4
Barclays
Barclays
United Kingdom
-$2.31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$994K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$25K +$22.3K +297 +874%
CHA
77
Carmichael Hill & Associates
Maryland
$22K – – –
US Bancorp
78
US Bancorp
Minnesota
$16K -$11K -147 -40%
PB
79
Pinnacle Bancorp
Nebraska
$16K +$6.6K +88 +69%
AWM
80
Accel Wealth Management
Iowa
$15K – – –
AF
81
Advisornet Financial
Minnesota
$15K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$2K – – –
GVAG
83
Great Valley Advisor Group
Delaware
– -$8.54M -112,897 Closed
Barclays
84
Barclays
United Kingdom
– -$2.31M -30,563 Closed
CS
85
Credit Suisse
Switzerland
– -$464K -6,137 Closed
CWA
86
Clearview Wealth Advisors
Oregon
– -$280K -3,697 Closed
FTUS
87
Flow Traders U.S.
New York
– -$227K -3,006 Closed
MC
88
Moors & Cabot
Massachusetts
– -$212K -2,800 Closed
BBHC
89
Brown Brothers Harriman & Co
New York
– -$25 -328 Closed
Fidelity Investments
90
Fidelity Investments
Massachusetts
– -$20K -261 Closed
PP
91
Pacifica Partners
Canada
– -$15K -200 Closed
SPIA
92
Steward Partners Investment Advisory
New York
– -$8K -100 Closed
GPA
93
Guidance Point Advisors
Massachusetts
– -$5K -75 Closed
1 2 3
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IGHG Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2021, worth a combined $793M — up 10% from $718M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGHG positions and 11 closed out — a net gain of 9 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $25.8M. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $8.54M sold.

  • 82 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $793M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2021, up 10% quarter-over-quarter.
  • 20 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2021 and 11 closed out, a net change of +9 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2021 was Jane Street, an estimated $25.8M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2021 was Great Valley Advisor Group, an estimated $8.54M sold.

Based on aggregated 13F filings for Q4 2021.