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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

62 hedge funds and large institutions have $251M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
12
Reduced
33
Closed
13
Calls
$2.89M
Puts
$562K
Net Calls
+$2.33M
Net Calls Change
+$1.1M

Top Buyers

1
CA
1
Capital Advantage
California
$71.9M
2
FWM
2
Fortress Wealth Management
California
$2.44M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.1M
4
CCM
4
Coldstream Capital Management
Washington
$431K
5
CI
5
CX Institutional
Indiana
$18.1M

Top Sellers

1
EC
1
Estate Counselors
Wisconsin
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$63.1M
3
UBS Group
3
UBS Group
Switzerland
$5.65M
4
Wells Fargo
4
Wells Fargo
California
$27.8M
5
Jane Street
5
Jane Street
New York
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Capital Advantage
California
$71.9M 1,010,950 +331,703 +49%
Morgan Stanley
2
Morgan Stanley
New York
$63.1M 887,457 -82,070 -8%
Wells Fargo
3
Wells Fargo
California
$27.8M 391,484 -36,891 -9%
CI
4
CX Institutional
Indiana
$18.1M 254,671 +5,926 +2%
Bank of America
5
Bank of America
North Carolina
$12.1M 169,721 -22,863 -12%
UBS Group
6
UBS Group
Switzerland
$5.65M 79,399 -40,561 -34%
LPL Financial
7
LPL Financial
California
$4.94M 69,415 -18,678 -21%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.72M 66,294 -10,184 -13%
Jane Street
9
Jane Street
New York
$3.9M 54,790 -33,443 -38%
AssetMark Inc
10
AssetMark Inc
California
$3.34M 47,037 -2,825 -6%
SI
11
Stephens Inc
Arkansas
$3.24M 45,615 -185 -0.4%
FWM
12
Fortress Wealth Management
California
$2.44M 34,335 +11,449 +50%
Ameriprise
13
Ameriprise
Minnesota
$2.2M 30,893 -5,470 -15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.13M 30,019 -18,500 -38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.06M 28,974 -5,528 -16%
ORC
16
O'Rourke & Company
Massachusetts
$1.74M 24,467 -7,705 -24%
CAL
17
Capital Advisors Ltd
Ohio
$1.55M 21,854 +35 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.53M 21,531 -13,549 -39%
IBOK
19
Independence Bank of Kentucky
Kentucky
$1.36M 19,075 -5,675 -23%
RA
20
RFG Advisory
Alabama
$1.3M 17,896 -2,166 -11%
TW
21
TrinityPoint Wealth
Connecticut
$1.14M 16,024 -4,901 -23%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$1.14M 16,000 – –
BRWA
23
B. Riley Wealth Advisors
Florida
$1.1M 15,537 +8,559 +123%
Stifel Financial
24
Stifel Financial
Missouri
$1.09M 15,335 +99 +0.6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1M 14,075 -19,960 -59%
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