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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

51 hedge funds and large institutions have $442M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
21
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$259M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$17.5M
3
Bank of America
3
Bank of America
North Carolina
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$42.1M
5
Jane Street
5
Jane Street
New York
$5.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$4.45M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
CS
3
Credit Suisse
Switzerland
$0
4
CAL
4
Capital Advisors Ltd
Ohio
$1.68M
5
ICP
5
Interchange Capital Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RBA
1
Richard Bernstein Advisors
New York
$259M 3,354,126 +325,360 +11%
Morgan Stanley
2
Morgan Stanley
New York
$42.1M 546,497 +88,180 +19%
Bank of America
3
Bank of America
North Carolina
$22.1M 286,678 +92,145 +47%
Wells Fargo
4
Wells Fargo
California
$19.1M 247,899 +22,534 +10%
AssetMark Inc
5
AssetMark Inc
California
$18.4M 238,699 +2,652 +1%
RWA
6
Redhawk Wealth Advisors
Minnesota
$17.5M 226,524 +226,524 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.3M 146,327 +15,674 +12%
CI
8
CX Institutional
Indiana
$8.44M 109,497 +8,191 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.82M 101,477 +23,679 +30%
Jane Street
10
Jane Street
New York
$5.3M 68,753 +68,753 New
Ameriprise
11
Ameriprise
Minnesota
$4.45M 57,761 -9,484 -14%
UBS Group
12
UBS Group
Switzerland
$4.1M 53,168 +3,620 +7%
OAM
13
Occidental Asset Management
California
$3.92M 50,780 +50,780 New
LPL Financial
14
LPL Financial
California
$3.25M 42,155 +24,801 +143%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.61M 33,857 +25,530 +307%
CAL
16
Capital Advisors Ltd
Ohio
$1.68M 21,755 -3,148 -13%
SI
17
Stephens Inc
Arkansas
$1.45M 18,805 +4,303 +30%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.35M 17,443 +1,172 +7%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$1.23M 16,000 – –
Stifel Financial
20
Stifel Financial
Missouri
$1.21M 15,647 +7,029 +82%
FAIM
21
Financial Advocates Investment Management
Washington
$735K 9,531 -1,508 -14%
SWRP
22
Summit Wealth & Retirement Planning
California
$724K 9,390 +1,420 +18%
PP
23
Patron Partners
Texas
$582K 7,560 -1,282 -14%
MML Investors Services
24
MML Investors Services
Massachusetts
$452K 5,869 +2,540 +76%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$446K 5,791 +337 +6%
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