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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

35 hedge funds and large institutions have $106M invested in ProShares Investment Grade-Interest Rate Hedged in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+11
Holders Change %
+45.83%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.8M
2
Wells Fargo
2
Wells Fargo
California
$15.4M
3
Bank of America
3
Bank of America
North Carolina
$5.59M
4
UBS Group
4
UBS Group
Switzerland
$5.12M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$2.06M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.28M
2
GC
2
Guggenheim Capital
Illinois
$3.16M
3
BFPW
3
BOK Financial Private Wealth
Colorado
$0
4
HWP
4
Hefty Wealth Partners
Indiana
$0
5
AG
5
Advisor Group
Arizona
$107K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.8M 722,511 +199,413 +38%
Wells Fargo
2
Wells Fargo
California
$15.4M 202,544 +164,072 +426%
Bank of America
3
Bank of America
North Carolina
$5.59M 73,750 +61,094 +483%
UBS Group
4
UBS Group
Switzerland
$5.12M 67,547 +28,961 +75%
AssetMark Inc
5
AssetMark Inc
California
$3.53M 46,507 -388 -0.8%
GC
6
Guggenheim Capital
Illinois
$3.16M 41,428 -2,968 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.28M 29,995 -9,297 -24%
HIC
8
Holderness Investments Company
North Carolina
$2.25M 29,708 +351 +1%
LPL Financial
9
LPL Financial
California
$2.24M 29,491 +16,490 +127%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$2.06M 27,190 +27,190 New
HCM
11
HMS Capital Management
Tennessee
$1.93M 25,498 +25,498 New
CWM
12
Cornerstone Wealth Management
Missouri
$1.33M 17,536 +509 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$847K 11,168 +5,733 +105%
RJA
14
Raymond James & Associates
Florida
$777K 10,245 -435 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$736K 9,710 +9,710 New
NVCHI
16
New Vernon Capital Holdings II
New Jersey
$718K 9,476 +4,321 +84%
CG
17
Colony Group
Massachusetts
$512K 6,758 +6,758 New
BCM
18
Bluefin Capital Management
New York
$475K 6,228 +6,228 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$417K 5,475 +5,475 New
LFAS
20
Level Four Advisory Services
Texas
$404K 5,334 +5,334 New
Ameriprise
21
Ameriprise
Minnesota
$395K 5,182 +5,182 New
EWM
22
Endurance Wealth Management
Rhode Island
$254K 3,349 – –
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K 3,354 +3,354 New
SI
24
Stephens Inc
Arkansas
$231K 3,050 +3,050 New
HighTower Advisors
25
HighTower Advisors
Illinois
$216K 2,841 -56 -2%
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