ProShares Investment Grade-Interest Rate Hedged
IGHG
73 hedge funds and large institutions have $718M invested in ProShares Investment Grade-Interest Rate Hedged in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
26% more funds holding
Funds holding: 58 → 73 (+15)
20% more capital invested
Capital invested by funds: $599M → $718M (+$119M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.44% less ownership
Funds ownership: 74.03% → 73.6% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$8.53M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$7.51M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.21M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$682K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$310K |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$270K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$181K |
IGHG Hedge Fund Activity: Q3 2021 in Review
73 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q3 2021, worth a combined $718M — up 20% from $599M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IGHG positions and 4 closed out — a net gain of 16 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.9M. The largest seller was Wells Fargo, cutting an estimated $4.21M.
- 73 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q3 2021, up from 58 in Q2 2021.
- Funds reported $718M of ProShares Investment Grade-Interest Rate Hedged stock for Q3 2021, up 20% quarter-over-quarter.
- 20 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q3 2021 and 4 closed out, a net change of +16 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q3 2021 was Morgan Stanley, an estimated $48.9M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q3 2021 was Wells Fargo, an estimated $4.21M sold.
Based on aggregated 13F filings for Q3 2021.