ProShares Investment Grade-Interest Rate Hedged
IGHG
62 hedge funds and large institutions have $247M 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.
368% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $567K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 62 → 62 (0)
1% less capital invested
Capital invested by funds: $251M → $247M (-$3.7M)
4.76% less ownership
Funds ownership: 71.43% → 66.67% (-4.8%)
59% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$16.3M |
| 2 |
AssetMark Inc
Concord,
California
|
+$7.62M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.09M |
| 4 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$1.29M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$477K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
CX Institutional
Auburn,
Indiana
|
-$18.1M |
| 2 |
Morgan Stanley
New York
|
-$7.89M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.35M |
IGHG Hedge Fund Activity: Q1 2023 in Review
62 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2023, worth a combined $247M — down 1.5% from $251M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IGHG positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 29 trimmed.
The largest buyer was Jane Street, adding an estimated $16.3M. The largest seller was CX Institutional, exiting entirely with an estimated $18.1M sold.
- 62 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $247M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2023, down 1.5% quarter-over-quarter.
- 8 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2023 and 7 closed out, a net change of +1 holder.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2023 was Jane Street, an estimated $16.3M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2023 was CX Institutional, an estimated $18.1M sold.
Based on aggregated 13F filings for Q1 2023.