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ProShares Investment Grade-Interest Rate Hedged
IGHG

60 hedge funds and large institutions have $139M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 59 → 60 (+1)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $133M → $139M (+$5.11M)

8.31% less ownership

Funds ownership: 66.44% → 58.14% (-8.3%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
Elevation Capital Advisory
Oregon
+$5.7M
2
GM
GeoWealth Management
Illinois
+$5.7M
3
MFG
Merit Financial Group
Georgia
+$1.89M
4
Bank of America
Bank of America
North Carolina
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$1.04M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.78M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$3.15M
3
Ameriprise
Ameriprise
Minnesota
-$3.14M
4
TI
Tidal Investments
Wisconsin
-$1.15M
5
Jane Street
Jane Street
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.2M +$151K +1,943 +0.4%
Bank of America
2
Bank of America
North Carolina
$14M +$1.26M +16,139 +10%
LPL Financial
3
LPL Financial
California
$13M +$610K +7,835 +5%
AssetMark Inc
4
AssetMark Inc
California
$9.74M -$596K -7,654 -6%
Wells Fargo
5
Wells Fargo
California
$9.21M +$1.04M +13,358 +13%
UBS Group
6
UBS Group
Switzerland
$6.59M -$406K -5,216 -6%
GM
7
GeoWealth Management
Illinois
$5.73M +$5.7M +73,249 +813,878%
ECA
8
Elevation Capital Advisory
Oregon
$5.73M +$5.7M +73,258 New
SI
9
Stephens Inc
Arkansas
$4.98M +$871K +11,197 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.82M +$138K +1,773 +3%
Ameriprise
11
Ameriprise
Minnesota
$2.66M -$3.14M -40,399 -54%
CAL
12
Capital Advisors Ltd
Ohio
$2.23M +$409K +5,257 +23%
MFG
13
Merit Financial Group
Georgia
$1.9M +$1.89M +24,318 New
OIA
14
OneDigital Investment Advisors
Kansas
$1.79M +$1.03M +13,245 +137%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.63M -$55.8K -717 -3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.32M +$507K +6,521 +63%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.26M +$31.5K +405 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.02M -$71.9K -924 -7%
Stifel Financial
19
Stifel Financial
Missouri
$985K +$1.17K +15 +0.1%
DFCM
20
Dark Forest Capital Management
Puerto Rico
$940K -$368K -4,724 -28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$876K -$111K -1,431 -11%
SA
22
Strategic Advocates
Utah
$798K -$110K -1,412 -12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$760K -$72.1K -926 -9%
DWAM
24
Duncan Williams Asset Management
Tennessee
$746K – – –
PWM
25
Partners Wealth Management
California
$687K +$684K +8,787 New
1
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IGHG Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2024, worth a combined $139M — up 3.8% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 8 closed out — a net gain of 3 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.

  • 60 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $139M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2024 and 8 closed out, a net change of +3 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.