ProShares Investment Grade-Interest Rate Hedged
IGHG
45 hedge funds and large institutions have $150M invested in ProShares Investment Grade-Interest Rate Hedged in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 1 closing their positions.
2,011% more capital inflows, than outflows
Capital inflows: $44.7M | Capital outflows: $2.12M
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
29% more funds holding
Funds holding: 35 → 45 (+10)
13.11% more ownership
Funds ownership: 32.76% → 45.87% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10.1M |
| 2 |
Morgan Stanley
New York
|
+$8.42M |
| 3 |
Jane Street
New York
|
+$6.13M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.64M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.13M |
| 2 |
Holderness Investments Company
Greensboro,
North Carolina
|
-$512K |
| 3 |
LPL Financial
San Diego,
California
|
-$210K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$142K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$54.1K |
IGHG Hedge Fund Activity: Q2 2017 in Review
45 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2017, worth a combined $150M — up 41% from $106M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IGHG positions and 1 closed out — a net gain of 10 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $10.1M. The largest seller was Envestnet Asset Management, cutting an estimated $1.13M.
- 45 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2017, up from 35 in Q1 2017.
- Funds reported $150M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2017, up 41% quarter-over-quarter.
- 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2017 and 1 closed out, a net change of +10 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2017 was UBS Group, an estimated $10.1M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2017 was Envestnet Asset Management, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2017.