IGHG icon

ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

62 hedge funds and large institutions have $246M invested in ProShares Investment Grade-Interest Rate Hedged in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
12
Reduced
29
Closed
7
Calls
$2.65M
Puts
$567K
Net Calls
+$2.08M
Net Calls Change
-$241K

Top Buyers

1
Jane Street
1
Jane Street
New York
$20.2M
2
AssetMark Inc
2
AssetMark Inc
California
$11M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.08M
4
FWM
4
Fortress Wealth Management
California
$3.76M
5
SCA
5
Snowden Capital Advisors
New York
$477K

Top Sellers

1
CI
1
CX Institutional
Indiana
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.9M
3
Wells Fargo
3
Wells Fargo
California
$26M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$395K
5
UBS Group
5
UBS Group
Switzerland
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Capital Advantage
California
$71.7M 1,007,310 -3,640 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$55.9M 777,647 -109,810 -12%
Wells Fargo
3
Wells Fargo
California
$26M 362,619 -28,865 -7%
Jane Street
4
Jane Street
New York
$20.2M 281,264 +226,474 +413%
Bank of America
5
Bank of America
North Carolina
$11.3M 157,136 -12,585 -7%
AssetMark Inc
6
AssetMark Inc
California
$11M 153,084 +106,047 +225%
LPL Financial
7
LPL Financial
California
$4.71M 65,596 -3,819 -6%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.4M 61,289 -5,005 -8%
UBS Group
9
UBS Group
Switzerland
$4.36M 60,681 -18,718 -24%
Citadel Advisors
10
Citadel Advisors
Florida
$4.08M 56,841 +56,841 New
FWM
11
Fortress Wealth Management
California
$3.76M 52,293 +17,958 +52%
SI
12
Stephens Inc
Arkansas
$3.38M 47,065 +1,450 +3%
Ameriprise
13
Ameriprise
Minnesota
$2.66M 36,940 +6,047 +20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.91M 26,624 +5,093 +24%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.77M 24,597 -4,377 -15%
ORC
16
O'Rourke & Company
Massachusetts
$1.65M 22,974 -1,493 -6%
CAL
17
Capital Advisors Ltd
Ohio
$1.62M 22,549 +695 +3%
RA
18
RFG Advisory
Alabama
$1.29M 17,982 +86 +0.5%
IBOK
19
Independence Bank of Kentucky
Kentucky
$1.24M 17,225 -1,850 -10%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$1.15M 16,000 – –
TW
21
TrinityPoint Wealth
Connecticut
$1.15M 15,956 -68 -0.4%
Stifel Financial
22
Stifel Financial
Missouri
$1.1M 15,335 – –
BRWA
23
B. Riley Wealth Advisors
Florida
$940K 13,090 -2,447 -16%
MA
24
Mutual Advisors
Nebraska
$787K 10,957 -199 -2%
CAL
25
Capital Analysts LLC
Pennsylvania
$740K 10,308 +251 +2%
1
2 3