ProShares Investment Grade-Interest Rate Hedged
IGHG
63 hedge funds and large institutions have $143M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
44% more capital inflows, than outflows
Capital inflows: $27M | Capital outflows: $18.8M
5% more funds holding
Funds holding: 60 → 63 (+3)
2.29% more ownership
Funds ownership: 57.82% → 60.11% (+2.3%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elevation Capital Advisory
Bend,
Oregon
|
+$5.7M |
| 2 |
GeoWealth Management
Chicago,
Illinois
|
+$5.7M |
| 3 |
Merit Financial Group
Alpharetta,
Georgia
|
+$1.89M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.26M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.78M |
| 2 |
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$3.15M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.14M |
| 4 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.15M |
| 5 |
Jane Street
New York
|
-$1.14M |
IGHG Hedge Fund Activity: Q4 2024 in Review
63 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2024, worth a combined $143M — up 7.1% from $134M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IGHG positions and 8 closed out — a net gain of 5 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.78M sold.
- 63 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2024, up from 60 in Q3 2024.
- Funds reported $143M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2024, up 7.1% quarter-over-quarter.
- 13 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2024 and 8 closed out, a net change of +5 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2024 was Elevation Capital Advisory, an estimated $5.7M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2024 was Susquehanna International Group, an estimated $7.78M sold.
Based on aggregated 13F filings for Q4 2024.