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ProShares Investment Grade-Interest Rate Hedged

64 hedge funds and large institutions have $154M invested in ProShares Investment Grade-Interest Rate Hedged in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

16% more funds holding

Funds holding: 5564 (+9)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.41% less ownership

Funds ownership: 57.9%57.49% (-0.41%)

5% less capital invested

Capital invested by funds: $162M → $154M (-$7.36M)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.7M -$3.18M -41,330 -9%
Ameriprise
2
Ameriprise
Minnesota
$21.5M +$5.16M +66,985 +32%
Bank of America
3
Bank of America
North Carolina
$15.2M +$191K +2,481 +1%
LPL Financial
4
LPL Financial
California
$14.4M +$723K +9,384 +5%
Wells Fargo
5
Wells Fargo
California
$13.6M -$419K -5,433 -3%
UBS Group
6
UBS Group
Switzerland
$7.51M +$272K +3,527 +4%
AssetMark Inc
7
AssetMark Inc
California
$6.83M -$5.16M -66,979 -43%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.96M +$899K +11,664 +18%
SI
9
Stephens Inc
Arkansas
$5.35M +$12.6K +163 +0.2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.31M +$3.05M +39,593 +1,475%
CAL
11
Capital Advisors Ltd
Ohio
$2.47M -$51.6K -670 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.08M -$787K -10,212 -28%
OIA
13
OneDigital Investment Advisors
Kansas
$1.91M -$534K -6,930 -22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.69M +$29K +377 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.59M +$68.6K +891 +5%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.39M +$41.6K +540 +3%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.28M +$75K +974 +6%
Jane Street
18
Jane Street
New York
$1.22M +$1.2M +15,581 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.14M -$333K -4,319 -23%
HPC
20
Hobart Private Capital
North Carolina
$1.09M +$1.07M +13,925 New
Stifel Financial
21
Stifel Financial
Missouri
$912K
TGAM
22
TBH Global Asset Management
Tennessee
$751K -$724K -9,396 -50%
DWAM
23
Duncan Williams Asset Management
Tennessee
$748K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$711K -$51.2K -664 -7%
PWM
25
Partners Wealth Management
California
$665K

IGHG Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2025, worth a combined $154M — down 4.6% from $162M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 2 closed out — a net gain of 9 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.16M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $10.2M sold.

  • 64 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $154M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2025, down 4.6% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2025 and 2 closed out, a net change of +9 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2025 was Ameriprise, an estimated $5.16M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2025 was Redhawk Wealth Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2025.