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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

54 hedge funds and large institutions have $132M invested in ProShares Investment Grade-Interest Rate Hedged in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
15
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Foresight Wealth Management
Utah
$5.03M
2
SL
2
Systelligence LLC
Minnesota
$951K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.38M
4
CAL
4
Capital Advisors Ltd
Ohio
$3.19M
5
RJA
5
Raymond James & Associates
Florida
$567K

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
Jane Street
2
Jane Street
New York
$3.28M
3
PMAM
3
Picton Mahoney Asset Management
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$6.39M
5
UBS Group
5
UBS Group
Switzerland
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.2M 648,998 +5,658 +0.9%
Wells Fargo
2
Wells Fargo
California
$30.7M 396,303 -1,297 -0.3%
Bank of America
3
Bank of America
North Carolina
$6.39M 82,603 -27,463 -25%
RWA
4
Redhawk Wealth Advisors
Minnesota
$5.41M 69,877 -4,885 -7%
FWM
5
Foresight Wealth Management
Utah
$5.03M 65,045 +22,818 +54%
Jane Street
6
Jane Street
New York
$3.28M 42,419 -105,397 -71%
CAL
7
Capital Advisors Ltd
Ohio
$3.19M 41,204 +7,995 +24%
UBS Group
8
UBS Group
Switzerland
$2.71M 35,005 -7,090 -17%
Ameriprise
9
Ameriprise
Minnesota
$2.58M 33,360 -3,330 -9%
LSPW
10
Lake Street Private Wealth
Illinois
$2.31M 29,896 +1,250 +4%
AG
11
Advisor Group
Arizona
$1.93M 24,896 +4,169 +20%
LPL Financial
12
LPL Financial
California
$1.68M 21,766 +321 +1%
SWRP
13
Summit Wealth & Retirement Planning
California
$1.64M 21,243 +60 +0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.38M 17,778 +10,903 +159%
SI
15
Stephens Inc
Arkansas
$1.29M 16,715 -860 -5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.28M 16,583 -1,255 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.12M 14,531 -433 -3%
SL
18
Systelligence LLC
Minnesota
$951K 12,301 +12,301 New
FAIM
19
Financial Advocates Investment Management
Washington
$939K 12,134 +20 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$906K 11,716 +335 +3%
Stifel Financial
21
Stifel Financial
Missouri
$817K 10,546 -23 -0.2%
UR
22
USCA RIA
Texas
$750K 9,695 +365 +4%
CG
23
Colony Group
Massachusetts
$706K 9,124 +832 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$567K 7,326 +7,326 New
RJA
25
Raymond James & Associates
Florida
$567K 7,329 +7,329 New
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