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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

51 hedge funds and large institutions have $218M invested in ProShares Investment Grade-Interest Rate Hedged in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
51
Holders Change
-11
Holders Change %
-17.74%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
13
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$10.7M
2
IWP
2
Invenio Wealth Partners
Florida
$2.31M
3
Jane Street
3
Jane Street
New York
$20.8M
4
LPL Financial
4
LPL Financial
California
$4.93M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14M
2
AssetMark Inc
2
AssetMark Inc
California
$0
3
CA
3
Capital Advantage
California
$63.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$53M
5
FWM
5
Fortress Wealth Management
California
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Capital Advantage
California
$63.5M 873,631 -133,679 -13%
Morgan Stanley
2
Morgan Stanley
New York
$53M 728,304 -49,343 -6%
Jane Street
3
Jane Street
New York
$20.8M 285,476 +4,212 +1%
Wells Fargo
4
Wells Fargo
California
$14M 192,292 -170,327 -47%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$10.7M 146,651 +141,148 +2,565%
Bank of America
6
Bank of America
North Carolina
$10.2M 140,678 -16,458 -10%
LPL Financial
7
LPL Financial
California
$4.93M 67,769 +2,173 +3%
UBS Group
8
UBS Group
Switzerland
$4.37M 59,970 -711 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.28M 58,755 -2,534 -4%
SI
10
Stephens Inc
Arkansas
$3.47M 47,685 +620 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.78M 38,161 -18,680 -33%
Ameriprise
12
Ameriprise
Minnesota
$2.49M 34,141 -2,799 -8%
IWP
13
Invenio Wealth Partners
Florida
$2.31M 31,714 +31,714 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.04M 28,053 +1,429 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.65M 22,634 -1,963 -8%
ORC
16
O'Rourke & Company
Massachusetts
$1.61M 22,075 -899 -4%
CAL
17
Capital Advisors Ltd
Ohio
$1.5M 20,565 -1,984 -9%
FWM
18
Fortress Wealth Management
California
$1.36M 18,646 -33,647 -64%
IBOK
19
Independence Bank of Kentucky
Kentucky
$1.18M 16,275 -950 -6%
TW
20
TrinityPoint Wealth
Connecticut
$1.15M 15,853 -103 -0.6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.09M 14,901 +867 +6%
Stifel Financial
22
Stifel Financial
Missouri
$1.05M 14,477 -858 -6%
BRWA
23
B. Riley Wealth Advisors
Florida
$956K 13,133 +43 +0.3%
MA
24
Mutual Advisors
Nebraska
$800K 10,992 +35 +0.3%
MML Investors Services
25
MML Investors Services
Massachusetts
$749K 10,291 +635 +7%
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