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ProShares Investment Grade Interest Rate Hedged (IGHG) Institutional Ownership

$78.43 +0.29 (+0.37%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Investment Grade Interest Rate Hedged (BATS:IGHG)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$58.63M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$17.72M
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IGHG Institutional Buying and Selling by Quarter

ProShares Investment Grade Interest Rate Hedged Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Merit Financial Group LLC24,318$1.90M0.0%N/A0.635%
1/15/2025 Empirical Asset Management LLC7,261$568K0.0%+6.5%0.190%
12/13/2024B. Riley Wealth Advisors Inc.4,176$324K0.0%+4.1%0.109%
11/25/2024Tidal Investments LLC15,029$1.15M0.0%-36.9%0.392%
11/25/2024Wilmington Savings Fund Society FSB325$25K0.0%N/A0.008%
11/15/2024MML Investors Services LLC14,002$1.08M0.0%+20.9%0.366%
11/15/2024Jane Street Group LLC14,828$1.14M0.0%-78.3%0.387%
11/14/2024Rockefeller Capital Management L.P.10,417$802K0.0%N/A0.272%
11/12/2024KKM Financial LLC6,763$521K0.3%+138.6%0.177%
11/7/2024TrinityPoint Wealth LLC9,397$724K0.1%-1.6%0.245%
11/6/2024OneDigital Investment Advisors LLC9,675$745K0.0%-8.1%0.253%
11/1/2024Assetmark Inc.132,207$10.18M0.0%+392.7%3.452%
10/28/2024Stephens Inc. AR52,535$4.05M0.1%+4.9%1.372%
10/25/2024SFE Investment Counsel2,600$200K0.0%-43.5%0.068%
10/24/2024J.W. Cole Advisors Inc.3,763$290K0.0%-17.9%0.098%
10/22/2024 International Assets Investment Management LLC280,306$21.59M0.0%+72,330.5%7.319%
10/18/2024Fortress Wealth Management Inc.7,100$547K0.3%-2.1%0.185%
10/11/2024 Empirical Asset Management LLC6,819$525K0.1%N/A0.178%
10/3/2024Duncan Williams Asset Management LLC9,546$735K0.4%N/A0.249%
8/22/2024Cetera Investment Advisers21,055$1.61M0.0%-4.5%0.550%
8/19/2024B. Riley Wealth Advisors Inc.4,011$306K0.0%-68.7%0.105%
8/16/2024Elevation Capital Advisory LLC79,006$6.03M2.8%N/A2.063%
8/16/2024Susquehanna International Group LLP72,651$5.54M0.0%+103.2%1.897%
8/15/2024Dark Forest Capital Management LP26,412$2.02M0.4%N/A0.690%
7/31/2024Commonwealth Equity Services LLC12,804$977K0.0%-23.1%0.334%
7/30/2024 International Assets Investment Management LLC387$30K0.0%N/A0.010%
7/27/2024Zimmermann Investment Management & Planning LLC70,323$5.37M1.8%+58.5%1.836%
7/25/2024Capital Advisors Ltd. LLC23,310$1.78M0.2%+15.1%0.609%
7/18/2024O ROURKE & COMPANY Inc14,806$1.13M0.6%-1.2%0.387%
7/12/2024Hyperion Partners LLC4,656$355K0.3%+69.9%0.122%
7/11/2024Strategic Advocates LLC9,083$693K0.3%-3.2%0.237%
5/24/2024Cetera Advisors LLC21,051$1.61M0.0%+279.9%0.550%
5/24/2024Cetera Investment Advisers22,048$1.69M0.0%N/A0.576%
5/17/2024Comerica Bank2,714$208K0.0%-12.0%0.071%
5/17/2024Tidal Investments LLC21,784$1.67M0.0%-21.5%0.569%
5/16/2024Jane Street Group LLC56,486$4.32M0.0%-50.5%1.475%
5/13/2024Rockport Wealth LLC2,717$207K0.1%N/A0.071%
5/10/2024Osaic Holdings Inc.93,252$7.14M0.0%+36.5%2.435%
5/1/2024Mission Wealth Management LP16,242$1.24M0.0%N/A0.441%
4/30/2024Commonwealth Equity Services LLC16,656$1.27M0.0%+1.2%0.453%
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4/18/2024Capital Advisors Ltd. LLC20,248$1.55M0.2%-0.7%0.473%
4/18/2024O ROURKE & COMPANY Inc14,981$1.15M0.7%+5.9%0.350%
4/16/2024Opinicus Capital Inc.4,255$326K0.3%-12.6%0.099%
4/11/2024Hyperion Partners LLC2,740$210K0.2%-8.2%0.064%
4/3/2024Strategic Advocates LLC9,385$718K0.3%-28.1%0.219%
2/20/2024Prospect Financial Services LLC2,680$202K0.2%N/A0.063%
2/13/2024Stephens Inc. AR46,835$3.53M0.1%-1.8%1.094%
2/12/2024Fortress Wealth Management Inc.9,249$697K0.4%-44.6%0.216%
2/9/2024Wells Fargo & Company MN161,733$12.19M0.0%-19.6%3.779%
2/8/2024TrinityPoint Wealth LLC10,162$766K0.1%-18.1%0.237%
2/7/2024Strategic Advocates LLC13,046$983K0.4%-22.4%0.305%
2/7/2024Cary Street Partners Investment Advisory LLC9,391$698K0.0%+32,282.8%0.219%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,979$526K0.0%N/A0.163%
2/5/2024Cary Street Partners Investment Advisory LLC9,391$698K0.2%+32,282.8%0.219%
2/5/2024Opinicus Capital Inc.4,868$367K0.4%N/A0.114%
1/30/2024Capital Analysts LLC15,852$1.20M0.1%+4.4%0.370%
1/25/2024 International Assets Investment Management LLC14,094$1.06M0.0%N/A0.329%
1/24/2024 International Assets Investment Management LLC14,094$1.06M0.0%N/A0.329%
1/24/2024O ROURKE & COMPANY Inc14,143$1.14M0.7%-14.0%0.330%
1/23/2024Capital Advantage Inc.780,532$58.83M11.9%-3.4%18.237%
1/12/2024 Mutual Advisors LLC15,200$1.15M0.0%-3.6%0.355%
12/1/2023B. Riley Wealth Advisors Inc.12,823$950K0.0%-2.4%0.300%
11/14/2023 Mutual Advisors LLC15,762$1.17M0.0%+43.4%0.368%
11/14/2023O ROURKE & COMPANY Inc16,439$1.22M0.9%-25.5%0.384%
11/13/2023LPL Financial LLC69,706$5.16M0.0%+2.9%1.629%
11/9/2023UBS Group AG71,768$5.31M0.0%+19.7%1.677%
11/8/2023 Janney Montgomery Scott LLC6,647$492K0.0%-8.8%0.155%
11/8/2023Spire Wealth Management934$69K0.0%+27.8%0.022%
11/3/2023 Commons Capital LLC2,774$205K0.4%N/A0.065%
11/1/2023Simplex Trading LLC947$70K0.0%N/A0.022%
11/1/2023TBH Global Asset Management LLC5,423$402K0.1%N/A0.127%
10/30/2023Capital Advantage Inc.807,786$59.82M12.8%-7.5%18.874%
10/27/2023Capital Advisors Ltd. LLC20,378$1.51M0.2%-0.9%0.476%
10/24/2023Patton Albertson Miller Group LLC3,925$291K0.1%-4.8%0.092%
10/23/2023Commonwealth Equity Services LLC15,413$1.14M0.0%+3.4%0.360%
10/16/2023Independence Bank of Kentucky750$56K0.0%-95.4%0.018%
10/11/2023Hyperion Partners LLC2,948$218K0.2%-4.6%0.069%
10/10/2023DHJJ Financial Advisors Ltd.591$44K0.0%N/A0.014%
8/15/2023Invenio Wealth Partners LLC31,714$2.31M2.6%N/A0.741%
8/10/2023Osaic Holdings Inc.58,755$4.28M0.0%-4.1%1.373%
8/7/2023Capital Advantage Inc.873,631$63.54M13.3%-13.3%20.412%
8/3/2023Coldstream Capital Management Inc.4,772$347K0.0%-8.9%0.111%
8/3/2023RFG Advisory LLC9,549$695K0.0%-46.9%0.223%
7/31/2023LPL Financial LLC67,769$4.93M0.0%+3.3%1.583%
7/26/2023Capital Advisors Ltd. LLC20,565$1.50M0.2%-8.8%0.480%
7/26/2023Fortress Wealth Management Inc.18,646$1.36M0.9%-64.3%0.436%
7/25/2023O ROURKE & COMPANY Inc22,075$1.61M1.1%-3.9%0.516%
7/7/2023Independence Bank of Kentucky16,275$1.19M0.5%-5.5%0.327%
5/12/2023O ROURKE & COMPANY Inc22,974$1.65M1.3%-6.1%0.444%
5/11/2023Summit Wealth & Retirement Planning Inc.7,573$544K0.2%-17.5%0.146%
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5/11/2023Envestnet Asset Management Inc.7,668$551K0.0%-31.0%0.148%
5/10/2023LPL Financial LLC65,596$4.71M0.0%-5.5%1.266%
5/9/2023SFE Investment Counsel4,650$330K0.1%-44.5%0.090%
5/5/2023Assetmark Inc.153,084$11.00M0.0%+225.5%2.955%
5/5/2023Capital Analysts LLC10,308$740K0.0%+2.5%0.199%
5/5/2023Capital Advantage Inc.1,007,310$71.69M15.3%-0.4%19.446%
5/3/2023J.W. Cole Advisors Inc.4,751$341K0.0%-6.7%0.092%
5/3/2023Capital Advisors Ltd. LLC22,549$1.62M0.3%+3.2%0.435%
4/27/2023Benjamin F. Edwards & Company Inc.3,113$224K0.0%-7.4%0.060%
4/27/2023 Pinnacle Wealth Management Group Inc.60,148$4.34M3.0%N/A1.161%
(Data available from 1/1/2016 forward)

IGHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGHG shares?

During the previous two years, 64 institutional investors and hedge funds held shares of ProShares Investment Grade Interest Rate Hedged. The most heavily invested institutionals were Capital Advantage Inc. ($58.83M), International Assets Investment Management LLC ($21.59M), CX Institutional ($18.11M), Wells Fargo & Company MN ($12.19M), Assetmark Inc. ($10.18M), Osaic Holdings Inc. ($7.14M), and Elevation Capital Advisory LLC ($6.03M).Learn more on IGHG's institutional investors.

Which institutional investors have been buying ProShares Investment Grade Interest Rate Hedged stock?

Of the 44 institutional investors that purchased ProShares Investment Grade Interest Rate Hedged stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Advantage Inc. ($331.70K), International Assets Investment Management LLC ($308.49K), Assetmark Inc. ($211.42K), Pinnacle Wealth Management Group Inc. ($120.30K), Elevation Capital Advisory LLC ($79.01K), Susquehanna International Group LLP ($36.90K), and Invenio Wealth Partners LLC ($31.71K).

How much institutional buying is happening at ProShares Investment Grade Interest Rate Hedged?

Institutional investors have bought a total of 1,420,600 shares in the last 24 months. This purchase volume represents approximately $105.61M in transactions.

Which ProShares Investment Grade Interest Rate Hedged major shareholders have been selling company stock?

Of the 37 institutional investors that sold ProShares Investment Grade Interest Rate Hedged stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Advantage Inc. ($230.42K), Jane Street Group LLC ($111.21K), Fortress Wealth Management Inc. ($41.26K), UBS Group AG ($40.56K), Wells Fargo & Company MN ($39.51K), Commonwealth Equity Services LLC ($23.81K), and LPL Financial LLC ($22.50K).

How much institutional selling is happening at ProShares Investment Grade Interest Rate Hedged?

Institutional investors have sold a total of 653,343 shares in the last 24 months. This volume of shares sold represents approximately $48.24M in transactions.



This page (BATS:IGHG) was last updated on 1/20/2025 by MarketBeat.com Staff
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