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ProShares Investment Grade-Interest Rate Hedged

55 hedge funds and large institutions have $162M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $139M → $162M (+$23M)

0.24% less ownership

Funds ownership: 58.14%57.9% (-0.24%)

8% less funds holding

Funds holding: 6055 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.2M -$1.35M -17,323 -4%
Ameriprise
2
Ameriprise
Minnesota
$16M +$13.5M +173,985 +512%
Bank of America
3
Bank of America
North Carolina
$14.7M +$982K +12,626 +7%
Wells Fargo
4
Wells Fargo
California
$13.7M +$4.72M +60,676 +51%
LPL Financial
5
LPL Financial
California
$13.4M +$652K +8,379 +5%
AssetMark Inc
6
AssetMark Inc
California
$11.9M +$2.31M +29,642 +24%
RWA
7
Redhawk Wealth Advisors
Minnesota
$10.2M +$10.3M +132,114 New
UBS Group
8
UBS Group
Switzerland
$7.09M +$620K +7,969 +9%
SI
9
Stephens Inc
Arkansas
$5.24M +$344K +4,419 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.95M +$218K +2,806 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.83M +$1.24M +15,994 +77%
CAL
12
Capital Advisors Ltd
Ohio
$2.47M +$279K +3,581 +13%
OIA
13
OneDigital Investment Advisors
Kansas
$2.41M +$652K +8,381 +37%
MFG
14
Merit Financial Group
Georgia
$1.75M -$124K -1,597 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M +$397K +5,099 +32%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.49M +$841K +10,802 +125%
TGAM
17
TBH Global Asset Management
Tennessee
$1.46M +$1.06M +13,564 +250%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.45M +$597K +7,671 +68%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.32M +$17.7K +227 +1%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.18M +$175K +2,244 +17%
DFCM
21
Dark Forest Capital Management
Puerto Rico
$938K +$13.4K +172 +1%
Stifel Financial
22
Stifel Financial
Missouri
$895K -$74.6K -959 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$748K +$1.25K +16 +0.2%
DWAM
24
Duncan Williams Asset Management
Tennessee
$734K
PWM
25
Partners Wealth Management
California
$670K -$5.53K -71 -0.8%

IGHG Hedge Fund Activity: Q1 2025 in Review

55 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2025, worth a combined $162M — up 17% from $139M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of IGHG and 7 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $13.5M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $5.73M sold.

  • 55 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2025, down from 60 in Q4 2024.
  • Funds reported $162M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2025, up 17% quarter-over-quarter.
  • 7 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2025 was Ameriprise, an estimated $13.5M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2025 was Elevation Capital Advisory, an estimated $5.73M sold.

Based on aggregated 13F filings for Q1 2025.