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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

63 hedge funds and large institutions have $218M invested in ProShares Investment Grade-Interest Rate Hedged in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$47M
2
Jane Street
2
Jane Street
New York
$25.4M
3
GSWM
3
Golden State Wealth Management
California
$2.84M
4
Wells Fargo
4
Wells Fargo
California
$23.9M
5
FWM
5
Foresight Wealth Management
Utah
$1.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.9M
2
Bank of America
2
Bank of America
North Carolina
$14.6M
3
UBS Group
3
UBS Group
Switzerland
$7.04M
4
HCM
4
HMS Capital Management
Tennessee
$0
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.9M 753,849 -124,685 -14%
AssetMark Inc
2
AssetMark Inc
California
$47M 633,401 +633,401 New
Jane Street
3
Jane Street
New York
$25.4M 342,502 +342,502 New
Wells Fargo
4
Wells Fargo
California
$23.9M 322,536 +30,025 +10%
Bank of America
5
Bank of America
North Carolina
$14.6M 196,440 -101,134 -34%
UBS Group
6
UBS Group
Switzerland
$7.04M 94,971 -73,769 -44%
CAL
7
Capital Advisors Ltd
Ohio
$3.16M 42,670 -1,741 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.9M 39,111 +7,168 +22%
GSWM
9
Golden State Wealth Management
California
$2.84M 38,350 +38,350 New
LPL Financial
10
LPL Financial
California
$2.39M 32,276 -957 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.27M 30,616 +7,128 +30%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.12M 28,574 -4,829 -14%
OAM
13
Occidental Asset Management
California
$2.02M 27,259 -2,206 -7%
CAAS
14
Capital Asset Advisory Services
Michigan
$1.83M 24,740 -8,028 -24%
SWRP
15
Summit Wealth & Retirement Planning
California
$1.7M 22,922 +1,700 +8%
Ameriprise
16
Ameriprise
Minnesota
$1.56M 21,068 +848 +4%
AG
17
Advisor Group
Arizona
$1.55M 20,895 -1,126 -5%
FWM
18
Foresight Wealth Management
Utah
$1.49M 20,050 +20,050 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.33M 17,895 +146 +0.8%
PMAM
20
Picton Mahoney Asset Management
Ontario, Canada
$1.31M 17,590 -7,130 -29%
SI
21
Stephens Inc
Arkansas
$1.28M 17,205 +190 +1%
EC
22
Estate Counselors
Wisconsin
$1.19M 16,000 – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1M 13,530 -1,634 -11%
BCM
24
Brasada Capital Management
Texas
$990K 13,358 +13,358 New
WP
25
WealthSource Partners
California
$951K 12,823 -1,892 -13%
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