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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

48 hedge funds and large institutions have $150M invested in ProShares Investment Grade-Interest Rate Hedged in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$5.57M
2
AssetMark Inc
2
AssetMark Inc
California
$13.6M
3
LSPW
3
Lake Street Private Wealth
Illinois
$2.14M
4
PMAM
4
Picton Mahoney Asset Management
Ontario, Canada
$2.56M
5
FWM
5
Foresight Wealth Management
Utah
$3.15M

Top Sellers

1
Jane Street
1
Jane Street
New York
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$48M
3
Bank of America
3
Bank of America
North Carolina
$8.21M
4
GSWM
4
Golden State Wealth Management
California
$0
5
OAM
5
Occidental Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48M 643,340 -53,408 -8%
Wells Fargo
2
Wells Fargo
California
$29.6M 397,600 +1,041 +0.3%
AssetMark Inc
3
AssetMark Inc
California
$13.6M 183,023 +30,219 +20%
Jane Street
4
Jane Street
New York
$11M 147,816 -73,936 -33%
Bank of America
5
Bank of America
North Carolina
$8.21M 110,066 -43,892 -29%
RWA
6
Redhawk Wealth Advisors
Minnesota
$5.57M 74,762 +74,762 New
FWM
7
Foresight Wealth Management
Utah
$3.15M 42,227 +8,071 +24%
UBS Group
8
UBS Group
Switzerland
$3.14M 42,095 -20,175 -32%
Ameriprise
9
Ameriprise
Minnesota
$2.74M 36,690 +2,479 +7%
PMAM
10
Picton Mahoney Asset Management
Ontario, Canada
$2.56M 34,330 +12,900 +60%
CAL
11
Capital Advisors Ltd
Ohio
$2.47M 33,209 -322 -1%
LSPW
12
Lake Street Private Wealth
Illinois
$2.14M 28,646 +28,646 New
LPL Financial
13
LPL Financial
California
$1.6M 21,445 -4,228 -16%
SWRP
14
Summit Wealth & Retirement Planning
California
$1.58M 21,183 -39 -0.2%
AG
15
Advisor Group
Arizona
$1.55M 20,727 -218 -1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.33M 17,838 -2,706 -13%
SI
17
Stephens Inc
Arkansas
$1.31M 17,575 +160 +0.9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.12M 14,964 -1,041 -7%
FAIM
19
Financial Advocates Investment Management
Washington
$903K 12,114 +21 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$848K 11,381 +270 +2%
Stifel Financial
21
Stifel Financial
Missouri
$788K 10,569 -558 -5%
UR
22
USCA RIA
Texas
$696K 9,330 – –
NFG
23
Next Financial Group
Texas
$673K 9,032 -943 -9%
CG
24
Colony Group
Massachusetts
$618K 8,292 -545 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$512K 6,875 -2 -0%
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