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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

53 hedge funds and large institutions have $161M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$13.4M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$10.2M
3
Wells Fargo
Wells Fargo
California
+$4.67M
4
AssetMark Inc
AssetMark Inc
California
+$2.28M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.23M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$5.73M
2
ECA
Elevation Capital Advisory
Oregon
-$5.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.33M
4
SA
Strategic Advocates
Utah
-$798K
5
SCA
Snowden Capital Advisors
New York
-$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$35.2M -$1.33M -17,323 -4%
Ameriprise
2
Ameriprise
Minnesota
$16M +$13.4M +173,985 +512%
Bank of America
3
Bank of America
North Carolina
$14.7M +$971K +12,626 +7%
Wells Fargo
4
Wells Fargo
California
$13.7M +$4.67M +60,676 +51%
LPL Financial
5
LPL Financial
California
$13.4M +$644K +8,379 +5%
AssetMark Inc
6
AssetMark Inc
California
$11.9M +$2.28M +29,642 +24%
RWA
7
Redhawk Wealth Advisors
Minnesota
$10.2M +$10.2M +132,114 New
UBS Group
8
UBS Group
Switzerland
$7.09M +$613K +7,969 +9%
SI
9
Stephens Inc
Arkansas
$5.24M +$340K +4,419 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.95M +$216K +2,806 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.83M +$1.23M +15,994 +77%
CAL
12
Capital Advisors Ltd
Ohio
$2.47M +$275K +3,581 +13%
OIA
13
OneDigital Investment Advisors
Kansas
$2.41M +$644K +8,381 +37%
MFG
14
Merit Financial Group
Georgia
$1.75M -$123K -1,597 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M +$392K +5,099 +32%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.49M +$831K +10,802 +125%
TGAM
17
TBH Global Asset Management
Tennessee
$1.46M +$1.04M +13,564 +250%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.45M +$590K +7,671 +68%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.32M +$17.5K +227 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.18M +$173K +2,244 +17%
DFCM
21
Dark Forest Capital Management
Puerto Rico
$938K +$13.2K +172 +1%
Stifel Financial
22
Stifel Financial
Missouri
$895K -$73.7K -959 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$748K +$1.23K +16 +0.2%
DWAM
24
Duncan Williams Asset Management
Tennessee
$734K – – –
PWM
25
Partners Wealth Management
California
$670K -$5.46K -71 -0.8%
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