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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

60 hedge funds and large institutions have $161M invested in ProShares Investment Grade-Interest Rate Hedged in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
13
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.38M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$2.33M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.27M
4
SWRP
4
Summit Wealth & Retirement Planning
California
$1.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.19M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$62.5M
3
CWM
3
Cornerstone Wealth Management
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$12M
5
AssetMark Inc
5
AssetMark Inc
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.5M 878,534 -350,213 -29%
Bank of America
2
Bank of America
North Carolina
$21.2M 297,574 -128,500 -30%
Wells Fargo
3
Wells Fargo
California
$20.8M 292,511 -94,497 -24%
UBS Group
4
UBS Group
Switzerland
$12M 168,740 -168,131 -50%
CAL
5
Capital Advisors Ltd
Ohio
$3.16M 44,411 +7,060 +19%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.38M 33,403 +33,403 New
LPL Financial
7
LPL Financial
California
$2.36M 33,233 +6,837 +26%
HCM
8
HMS Capital Management
Tennessee
$2.34M 32,901 -60,189 -65%
CAAS
9
Capital Asset Advisory Services
Michigan
$2.33M 32,768 +32,768 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.27M 31,943 +28,255 +766%
OAM
11
Occidental Asset Management
California
$2.1M 29,465 -53,750 -65%
PMAM
12
Picton Mahoney Asset Management
Ontario, Canada
$1.76M 24,720 +10,180 +70%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.67M 23,488 -1,024 -4%
AG
14
Advisor Group
Arizona
$1.57M 22,021 +4,581 +26%
SWRP
15
Summit Wealth & Retirement Planning
California
$1.51M 21,222 +21,222 New
Ameriprise
16
Ameriprise
Minnesota
$1.44M 20,220 +12,060 +148%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.26M 17,749 +5,067 +40%
SI
18
Stephens Inc
Arkansas
$1.21M 17,015 -2,656 -14%
Citadel Advisors
19
Citadel Advisors
Florida
$1.19M 16,700 +16,700 New
EC
20
Estate Counselors
Wisconsin
$1.14M 16,000 – –
KWM
21
Kingsview Wealth Management
Oregon
$1.13M 15,927 +15,927 New
NFG
22
Next Financial Group
Texas
$1.09M 15,347 +15,347 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.08M 15,164 +1,311 +9%
WP
24
WealthSource Partners
California
$1.05M 14,715 -78,402 -84%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$964K 13,558 +2,001 +17%
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