We are live on ! Find out more
IGHG icon

ProShares Investment Grade-Interest Rate Hedged

58 hedge funds and large institutions have $145M invested in ProShares Investment Grade-Interest Rate Hedged in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $151M → $145M (-$6.14M)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

1.32% less ownership

Funds ownership: 54.31%52.99% (-1.3%)

11% less funds holding

Funds holding: 6558 (-7)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
58
Holders Change
-7
Holders Change %
-10.77%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
22
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.8M +$3.6M +46,016 +16%
Ameriprise
2
Ameriprise
Minnesota
$19.8M +$1.59M +20,347 +9%
LPL Financial
3
LPL Financial
California
$18.6M -$477K -6,108 -2%
Wells Fargo
4
Wells Fargo
California
$14.6M +$420K +5,370 +3%
Bank of America
5
Bank of America
North Carolina
$11M -$4.14M -53,002 -27%
UBS Group
6
UBS Group
Switzerland
$8.5M +$567K +7,256 +7%
LMFP
7
Larry Mathis Financial Planning
Arizona
$5.04M +$21.7K +277 +0.4%
SI
8
Stephens Inc
Arkansas
$5.01M +$1.02K +13 +0%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.06M -$279K -3,569 -8%
CAC
10
Certified Advisory Corp
Florida
$3M -$330K -4,216 -10%
CAL
11
Capital Advisors Ltd
Ohio
$2.57M +$143K +1,827 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.35M +$343K +4,392 +17%
NP
13
NorthRock Partners
Minnesota
$2.2M -$1.6M -20,417 -42%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.99M -$537K -6,866 -21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.84M -$73.7K -943 -4%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.59M -$51.7K -662 -3%
SW
17
SteelPeak Wealth
California
$1.39M -$174K -2,226 -11%
Jane Street
18
Jane Street
New York
$1.38M +$1.11M +14,241 +403%
Raymond James Financial
19
Raymond James Financial
Florida
$1.28M +$199K +2,551 +18%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.24M -$50.2K -642 -4%
HighTower Advisors
21
HighTower Advisors
Illinois
$977K +$8.36K +107 +0.9%
Citadel Advisors
22
Citadel Advisors
Florida
$940K +$946K +12,102 New
Stifel Financial
23
Stifel Financial
Missouri
$891K -$32.6K -417 -4%
EAM
24
Empirical Asset Management
Massachusetts
$844K +$29.5K +377 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$824K +$112K +1,438 +16%

IGHG Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2026, worth a combined $145M — down 4.1% from $151M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IGHG and 4 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.6M. The largest seller was Bank of America, cutting an estimated $4.14M.

  • 58 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2026, down from 65 in Q4 2025.
  • Funds reported $145M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2026, down 4.1% quarter-over-quarter.
  • 4 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2026 and 9 closed out, a net change of -5 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2026 was Morgan Stanley, an estimated $3.6M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2026 was Bank of America, an estimated $4.14M sold.

Based on aggregated 13F filings for Q1 2026.