ProShares Investment Grade-Interest Rate Hedged
IGHG
24 hedge funds and large institutions have $63.9M invested in ProShares Investment Grade-Interest Rate Hedged in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
40.29% more ownership
Funds ownership: 0% → 40.29% (+40%)
37% more capital invested
Capital invested by funds: $46.5M → $63.9M (+$17.4M)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.05M |
| 3 |
AssetMark Inc
Concord,
California
|
+$1.76M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$942K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$856K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.27M |
| 2 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
-$1.74M |
| 3 |
Jane Street
New York
|
-$1.18M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$404K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$78.6K |
IGHG Hedge Fund Activity: Q4 2016 in Review
24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2016, worth a combined $63.9M — up 37% from $46.5M a quarter earlier.
Fund positioning in IGHG was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.27M sold.
- 24 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $63.9M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2016, up 37% quarter-over-quarter.
- 3 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2016 was Morgan Stanley, an estimated $14.7M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2016 was Susquehanna International Group, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2016.