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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

58 hedge funds and large institutions have $138M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Elevation Capital Advisory
Oregon
$5.73M
2
GM
2
GeoWealth Management
Illinois
$5.73M
3
MFG
3
Merit Financial Group
Georgia
$1.9M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
Wells Fargo
5
Wells Fargo
California
$9.21M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.66M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
TI
4
Tidal Investments
Wisconsin
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.2M 475,548 +1,943 +0.4%
Bank of America
2
Bank of America
North Carolina
$14M 178,664 +16,139 +10%
LPL Financial
3
LPL Financial
California
$13M 165,957 +7,835 +5%
AssetMark Inc
4
AssetMark Inc
California
$9.74M 124,553 -7,654 -6%
Wells Fargo
5
Wells Fargo
California
$9.21M 117,835 +13,358 +13%
UBS Group
6
UBS Group
Switzerland
$6.59M 84,295 -5,216 -6%
GM
7
GeoWealth Management
Illinois
$5.73M 73,258 +73,249 +813,878%
ECA
8
Elevation Capital Advisory
Oregon
$5.73M 73,258 +73,258 New
SI
9
Stephens Inc
Arkansas
$4.98M 63,732 +11,197 +21%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.82M 61,603 +1,773 +3%
Ameriprise
11
Ameriprise
Minnesota
$2.66M 33,982 -40,399 -54%
CAL
12
Capital Advisors Ltd
Ohio
$2.23M 28,573 +5,257 +23%
MFG
13
Merit Financial Group
Georgia
$1.9M 24,318 +24,318 New
OIA
14
OneDigital Investment Advisors
Kansas
$1.79M 22,920 +13,245 +137%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.63M 20,828 -717 -3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.32M 16,938 +6,521 +63%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.26M 16,149 +405 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.02M 13,078 -924 -7%
Stifel Financial
19
Stifel Financial
Missouri
$985K 12,598 +15 +0.1%
DFCM
20
Dark Forest Capital Management
Puerto Rico
$940K 12,028 -4,724 -28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$876K 11,201 -1,431 -11%
SA
22
Strategic Advocates
Utah
$798K 10,208 -1,412 -12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$760K 9,718 -926 -9%
DWAM
24
Duncan Williams Asset Management
Tennessee
$746K 9,546 – –
PWM
25
Partners Wealth Management
California
$687K 8,787 +8,787 New
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