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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

56 hedge funds and large institutions have $304M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-5
Holders Change %
-8.2%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
3
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$31.2M
2
OAM
2
Occidental Asset Management
California
$6.3M
3
HCM
3
HMS Capital Management
Tennessee
$7.05M
4
AWE
4
Avidian Wealth Enterprises
Texas
$1.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.05M

Top Sellers

1
SI
1
SimpliFi Inc
California
$1.13M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.38M
4
UBS Group
4
UBS Group
Switzerland
$25.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$93.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.1M 1,228,747 -52,900 -4%
Bank of America
2
Bank of America
North Carolina
$32.3M 426,074 -48,521 -10%
Jane Street
3
Jane Street
New York
$31.2M 412,102 +285,077 +224%
Wells Fargo
4
Wells Fargo
California
$29.3M 387,008 -7,698 -2%
UBS Group
5
UBS Group
Switzerland
$25.5M 336,871 -63,591 -16%
CWM
6
Cornerstone Wealth Management
Missouri
$16M 1,237,552 -18,430 -1%
AssetMark Inc
7
AssetMark Inc
California
$11.4M 150,768 +587 +0.4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.34M 96,830 -487 -0.5%
WP
9
WealthSource Partners
California
$7.06M 93,117 -8,122 -8%
HCM
10
HMS Capital Management
Tennessee
$7.05M 93,090 +30,923 +50%
OAM
11
Occidental Asset Management
California
$6.3M 83,215 +74,223 +825%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$3.3M 43,518 -4,841 -10%
CAL
13
Capital Advisors Ltd
Ohio
$2.83M 37,351 +1,735 +5%
LPL Financial
14
LPL Financial
California
$2M 26,396 +829 +3%
PFP
15
Pinnacle Financial Partners
Tennessee
$1.97M 25,983 +9,447 +57%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.86M 24,512 +2,275 +10%
LFAS
17
Level Four Advisory Services
Texas
$1.66M 21,944 +160 +0.7%
SI
18
Stephens Inc
Arkansas
$1.49M 19,671 +1,946 +11%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.38M 18,186 -71,412 -80%
AG
20
Advisor Group
Arizona
$1.32M 17,440 +4,797 +38%
EC
21
Estate Counselors
Wisconsin
$1.21M 16,000 – –
AWE
22
Avidian Wealth Enterprises
Texas
$1.2M 15,800 +15,800 New
SI
23
SimpliFi Inc
California
$1.13M 14,966 -235,945 -94%
PMAM
24
Picton Mahoney Asset Management
Ontario, Canada
$1.1M 14,540 +2,780 +24%
BCM
25
Brasada Capital Management
Texas
$1.08M 14,295 -21,489 -60%
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