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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

59 hedge funds and large institutions have $223M invested in ProShares Investment Grade-Interest Rate Hedged in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+16
Holders Change %
+37.21%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
20
Increased
24
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
SimpliFi Inc
California
$14.7M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$17.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$75M
4
Bank of America
4
Bank of America
North Carolina
$16.9M
5
Wells Fargo
5
Wells Fargo
California
$25.4M

Top Sellers

1
HIC
1
Holderness Investments Company
North Carolina
$317K
2
NVCHI
2
New Vernon Capital Holdings II
New Jersey
$0
3
VF
3
Virtu Financial
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$188K
5
LPL Financial
5
LPL Financial
California
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75M 973,463 +81,111 +9%
Wells Fargo
2
Wells Fargo
California
$25.4M 330,227 +63,984 +24%
UBS Group
3
UBS Group
Switzerland
$21M 273,246 +15,019 +6%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$17.3M 225,000 +156,750 +230%
Bank of America
5
Bank of America
North Carolina
$16.9M 218,850 +66,094 +43%
SI
6
SimpliFi Inc
California
$14.7M 191,321 +191,321 New
AssetMark Inc
7
AssetMark Inc
California
$8.89M 115,465 +1,464 +1%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.78M 62,073 +19,133 +45%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.92M 50,821 +18,847 +59%
WP
10
WealthSource Partners
California
$3.52M 45,732 +45,732 New
HCM
11
HMS Capital Management
Tennessee
$2.87M 37,212 +8,317 +29%
GC
12
Guggenheim Capital
Illinois
$2.82M 36,557 -2,047 -5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.11M 27,378 +26,226 +2,277%
LPL Financial
14
LPL Financial
California
$1.89M 24,497 -3,135 -11%
SCM
15
Southport Capital Management
Tennessee
$1.61M 20,832 +6,347 +44%
LWS
16
Lucia Wealth Services
California
$1.59M 20,613 +20,613 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.31M 16,945 +1,635 +11%
CWM
18
Cornerstone Wealth Management
Missouri
$1.3M 16,752 +707 +4%
EC
19
Estate Counselors
Wisconsin
$1.23M 16,000 – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.16M 15,049 +3,430 +30%
SI
21
Stephens Inc
Arkansas
$1.01M 13,050 +2,125 +19%
FAIM
22
Financial Advocates Investment Management
Washington
$906K 11,764 +11,764 New
RJA
23
Raymond James & Associates
Florida
$870K 11,296 +307 +3%
LFAS
24
Level Four Advisory Services
Texas
$863K 11,208 +59 +0.5%
CT
25
CPF Texas
Texas
$848K 11,038 +11,038 New
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