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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

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.

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
3
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.9M
2
Wells Fargo
2
Wells Fargo
California
$2.93M
3
AssetMark Inc
3
AssetMark Inc
California
$3.58M
4
UBS Group
4
UBS Group
Switzerland
$2.94M
5
CWM
5
Cornerstone Wealth Management
Missouri
$1.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
HWP
2
Hefty Wealth Partners
Indiana
$74K
3
Jane Street
3
Jane Street
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$415K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.9M 523,098 +196,850 +60%
AssetMark Inc
2
AssetMark Inc
California
$3.58M 46,895 +23,461 +100%
GC
3
Guggenheim Capital
Illinois
$3.39M 44,396 +1,239 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3M 39,292 -1,050 -3%
UBS Group
5
UBS Group
Switzerland
$2.94M 38,586 +12,577 +48%
Wells Fargo
6
Wells Fargo
California
$2.93M 38,472 +27,416 +248%
HIC
7
Holderness Investments Company
North Carolina
$2.24M 29,357 +7,162 +32%
CWM
8
Cornerstone Wealth Management
Missouri
$1.3M 17,027 +11,434 +204%
LPL Financial
9
LPL Financial
California
$991K 13,001 +9,771 +303%
Bank of America
10
Bank of America
North Carolina
$966K 12,656 +4,238 +50%
RJA
11
Raymond James & Associates
Florida
$815K 10,680 -506 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$415K 5,435 -5,392 -50%
NVCHI
13
New Vernon Capital Holdings II
New Jersey
$393K 5,155 +5,155 New
EWM
14
Endurance Wealth Management
Rhode Island
$255K 3,349 -49 -1%
HighTower Advisors
15
HighTower Advisors
Illinois
$221K 2,897 – –
BFPW
16
BOK Financial Private Wealth
Colorado
$214K 2,810 – –
AG
17
Advisor Group
Arizona
$169K 2,214 +882 +66%
HWP
18
Hefty Wealth Partners
Indiana
$74K 974 -23,174 -96%
Citigroup
19
Citigroup
New York
$50K 662 +662 New
IA
20
IFP Advisors
Florida
$38K 500 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$26K 340 +142 +72%
RAM
22
Riggs Asset Management
Pennsylvania
$15K 198 +198 New
NFG
23
Next Financial Group
Texas
$8K 100 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– – -43,995 Closed
Jane Street
25
Jane Street
New York
– – -15,827 Closed
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