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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

57 hedge funds and large institutions have $599M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
28
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$77.5M
2
CA
2
Capital Advantage
California
$41.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$65M
4
UBS Group
4
UBS Group
Switzerland
$13.3M
5
RBA
5
Richard Bernstein Advisors
New York
$264M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
Jane Street
2
Jane Street
New York
$0
3
CG
3
Colony Group
Massachusetts
$0
4
BCM
4
Brasada Capital Management
Texas
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$19K
Name Market Value Shares Shares
Change 		Shares
Change %
RBA
1
Richard Bernstein Advisors
New York
$264M 3,452,482 +98,356 +3%
Ameriprise
2
Ameriprise
Minnesota
$77.5M 1,012,639 +954,878 +1,653%
Morgan Stanley
3
Morgan Stanley
New York
$65M 849,128 +302,631 +55%
CA
4
Capital Advantage
California
$41.6M 543,444 +543,444 New
Bank of America
5
Bank of America
North Carolina
$26.2M 342,553 +55,875 +19%
Wells Fargo
6
Wells Fargo
California
$23.5M 307,257 +59,358 +24%
AssetMark Inc
7
AssetMark Inc
California
$18.8M 245,675 +6,976 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.4M 174,948 +28,621 +20%
UBS Group
9
UBS Group
Switzerland
$13.3M 173,385 +120,217 +226%
CI
10
CX Institutional
Indiana
$10.8M 140,602 +31,105 +28%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.66M 126,234 +24,757 +24%
LPL Financial
12
LPL Financial
California
$5.12M 66,886 +24,731 +59%
OAM
13
Occidental Asset Management
California
$3.99M 52,092 +1,312 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.23M 42,151 +8,294 +24%
MA
15
Mutual Advisors
Nebraska
$2.44M 31,896 +28,951 +983%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.05M 26,763 +9,320 +53%
CAL
17
Capital Advisors Ltd
Ohio
$1.86M 24,243 +2,488 +11%
SI
18
Stephens Inc
Arkansas
$1.52M 19,885 +1,080 +6%
JSL
19
JT Stratford LLC
Georgia
$1.42M 18,528 +15,073 +436%
Stifel Financial
20
Stifel Financial
Missouri
$1.27M 16,569 +922 +6%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$1.24M 16,260 +260 +2%
EWM
22
Elmwood Wealth Management
California
$1M 13,082 +13,082 New
MML Investors Services
23
MML Investors Services
Massachusetts
$916K 11,969 +6,100 +104%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$831K 10,865 +10,865 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$757K 9,900 +7,180 +264%
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