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ProShares Investment Grade-Interest Rate Hedged
IGHG

23 hedge funds and large institutions have $33.7M invested in ProShares Investment Grade-Interest Rate Hedged in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,816% more capital invested

Capital invested by funds: $861K → $33.7M (+$32.9M)

2,200% more funds holding

Funds holding: 1 → 23 (+22)

2,200% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 1

Holders
23
Holders Change
+22
Holders Change %
+2,200%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.9M
2
VKH
Virtu KCG Holdings
New York
+$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.1M
4
Jane Street
Jane Street
New York
+$2.47M
5
RJA
Raymond James & Associates
Florida
+$925K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$861K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.7M +$12.9M +164,323 New
UBS Group
2
UBS Group
Switzerland
$3.95M +$4M +51,015 New
VKH
3
Virtu KCG Holdings
New York
$3.91M +$3.96M +50,488 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.06M +$3.1M +39,510 New
Jane Street
5
Jane Street
New York
$2.44M +$2.47M +31,552 New
HIC
6
Holderness Investments Company
North Carolina
$1.34M +$1.36M +17,389 New
RJA
7
Raymond James & Associates
Florida
$913K +$925K +11,800 New
LPL Financial
8
LPL Financial
California
$831K +$843K +10,748 New
CAN
9
Cetera Advisor Networks
California
$788K +$798K +10,175 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$718K +$727K +9,277 New
GC
11
Guggenheim Capital
Illinois
$695K +$704K +8,980 New
AWM
12
Affinity Wealth Management
Delaware
$682K +$691K +8,817 New
Bank of America
13
Bank of America
North Carolina
$422K +$428K +5,460 New
HighTower Advisors
14
HighTower Advisors
Illinois
$400K +$405K +5,165 New
TSS
15
Two Sigma Securities
New York
$238K +$241K +3,071 New
IH
16
IFC Holdings
Florida
$231K +$235K +3,000 New
Wells Fargo
17
Wells Fargo
California
$157K +$159K +2,027 New
Deutsche Bank
18
Deutsche Bank
Germany
$89K +$90.3K +1,151 New
OIA
19
Optimum Investment Advisors
Illinois
$73K +$73.6K +939 New
TRCT
20
Tower Research Capital (TRC)
New York
$38K +$38.7K +494 New
WA
21
WFG Advisors
Texas
$19K +$19.2K +245 New
AIG
22
American International Group
New York
$18.6K +$18.9K +241 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
– -$861K -10,748 Closed
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
– +$78 +1 New

IGHG Hedge Fund Activity: Q4 2014 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2014, worth a combined $33.7M — up 3,816% from $861K a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGHG positions and 1 closed out — a net gain of 22 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $12.9M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $861K sold.

  • 23 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2014, up from 1 in Q3 2014.
  • Funds reported $33.7M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2014, up 3,816% quarter-over-quarter.
  • 23 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2014 and 1 closed out, a net change of +22 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2014 was Morgan Stanley, an estimated $12.9M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2014 was Janney Montgomery Scott, an estimated $861K sold.

Based on aggregated 13F filings for Q4 2014.