ProShares Investment Grade Interest Rate Hedged (IGHG) Institutional Ownership

$76.72
-0.01 (-0.01%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for ProShares Investment Grade Interest Rate Hedged (BATS:IGHG)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$25.68M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$27.84M
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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
4/18/2024 Capital Advisors Ltd. LLC20,248$1.55M0.2%-0.7%0.473%
4/18/2024 O ROURKE & COMPANY Inc14,981$1.15M0.7%+5.9%0.350%
4/16/2024 Opinicus Capital Inc.4,255$326K0.3%-12.6%0.099%
4/11/2024 Hyperion Partners LLC2,740$210K0.2%-8.2%0.064%
4/3/2024 Strategic Advocates LLC9,385$718K0.3%-28.1%0.219%
2/20/2024 Prospect Financial Services LLC2,680$202K0.2%N/A0.063%
2/13/2024Stephens Inc. AR46,835$3.53M0.1%-1.8%1.094%
2/12/2024 Fortress 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%
2/7/2024 Strategic 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%
2/5/2024 Opinicus 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%
1/24/2024 O 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%
1/12/2024Mutual 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%
11/14/2023Mutual Advisors LLC15,762$1.17M0.0%+43.4%0.368%
11/14/2023 O 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%
11/8/2023Janney Montgomery Scott LLC6,647$492K0.0%-8.8%0.155%
11/8/2023Spire Wealth Management934$69K0.0%+27.8%0.022%
11/3/2023Commons 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%
10/27/2023 Capital 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%
10/16/2023 Independence Bank of Kentucky750$56K0.0%-95.4%0.018%
10/11/2023 Hyperion Partners LLC2,948$218K0.2%-4.6%0.069%
10/10/2023 DHJJ 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%
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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%
8/3/2023 RFG Advisory LLC9,549$695K0.0%-46.9%0.223%
7/31/2023LPL Financial LLC67,769$4.93M0.0%+3.3%1.583%
7/26/2023 Capital Advisors Ltd. LLC20,565$1.50M0.2%-8.8%0.480%
7/26/2023 Fortress Wealth Management Inc.18,646$1.36M0.9%-64.3%0.436%
7/25/2023 O ROURKE & COMPANY Inc22,075$1.61M1.1%-3.9%0.516%
7/7/2023 Independence Bank of Kentucky16,275$1.19M0.5%-5.5%0.327%
5/12/2023 O 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%
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%
5/3/2023 Capital 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%
4/27/2023Pinnacle Wealth Management Group Inc.60,148$4.34M3.0%N/A1.161%
4/26/2023Pinnacle Wealth Management Group Inc.60,148$4.34M3.3%N/A1.161%
4/20/2023 Fortress Wealth Management Inc.52,293$3.76M2.6%+52.3%1.010%
4/13/2023 Apeiron RIA LLC3,639$261K0.1%-45.9%0.070%
4/11/2023Mutual Advisors LLC10,957$787K0.0%-1.8%0.212%
4/11/2023 Hyperion Partners LLC3,184$229K0.2%-5.5%0.061%
4/10/2023 Procyon Advisors LLC3,021$217K0.0%-31.9%0.058%
4/6/2023 Independence Bank of Kentucky17,225$1.24M0.5%-9.7%0.338%
3/15/2023B. Riley Wealth Advisors Inc.15,537$1.11M0.0%+122.7%0.305%
3/6/2023Rockefeller Capital Management L.P.9,647$686K0.0%-13.8%0.000%
3/6/2023OLD Mission Capital LLC904$64K0.0%N/A0.000%
2/13/2023 O ROURKE & COMPANY Inc24,467$1.74M1.4%-23.9%0.000%
2/10/2023Assetmark Inc.47,037$3.35M0.0%-5.7%0.000%
2/10/2023Advisor Group Holdings Inc.66,294$4.72M0.0%-13.3%0.000%
2/10/2023Summit Wealth & Retirement Planning Inc.9,174$652K0.3%-2.1%0.000%
2/10/2023SFE Investment Counsel8,375$605K0.2%-62.2%0.000%
2/8/2023UBS Group AG79,399$5.65M0.0%-33.8%0.000%
2/8/2023Capital Analysts LLC10,057$715K0.0%+4.3%0.000%
2/7/2023TrinityPoint Wealth LLC16,024$1.14M0.3%-23.4%0.000%
2/7/2023Commonwealth Equity Services LLC14,075$1M0.0%-58.6%0.000%
2/7/2023LPL Financial LLC69,415$4.94M0.0%-21.2%0.000%
2/7/2023Envestnet Asset Management Inc.11,117$791K0.0%-5.7%0.000%
2/3/2023 CX Institutional254,671$18.11M1.1%+2.4%0.000%
1/31/2023Empirical Asset Management LLC8,593$611K0.6%-4.0%0.000%
1/30/2023Concord Wealth Partners656$47K0.0%N/A0.000%
1/25/2023Stephens Inc. AR45,615$3.24M0.1%-0.4%0.000%
1/24/2023Capital Advantage Inc.1,010,950$71.89M16.1%+48.8%0.000%
1/23/2023Patton Albertson Miller Group LLC4,125$293K0.1%-32.7%0.000%
1/20/2023 Apeiron RIA LLC6,731$479K0.2%-7.9%0.000%
1/19/2023 Procyon Advisors LLC4,435$315K0.1%-10.3%0.000%
1/17/2023 Fortress Wealth Management Inc.34,335$2.44M2.0%+50.0%0.000%
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1/12/2023Mutual Advisors LLC11,156$793K0.0%-17.4%0.000%
1/10/2023Coldstream Capital Management Inc.6,057$431K0.0%N/A0.000%
1/9/2023 Independence Bank of Kentucky19,075$1.36M0.6%-22.9%0.000%
11/15/2022Titleist Asset Management LTD.5,413$369K0.1%+29.0%0.000%
11/15/2022Commons Capital LLC3,218$220K0.3%-10.3%0.000%
11/15/2022Commonwealth Equity Services LLC34,035$2.32M0.0%+4.9%0.000%
11/14/2022MML Investors Services LLC13,861$946K0.0%-22.4%0.000%
11/10/2022 RFG Advisory LLC20,062$1.40M0.1%-12.0%0.000%
11/10/2022UBS Group AG119,960$8.18M0.0%-1.0%0.000%
11/9/2022 Capital Advisors Ltd. LLC21,819$1.49M0.3%-37.2%0.000%
(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, 69 institutional investors and hedge funds held shares of ProShares Investment Grade Interest Rate Hedged. The most heavily invested institutionals were Bank of America Corp DE ($59.33M), Capital Advantage Inc. ($58.83M), Richard Bernstein Advisors LLC ($58.64M), CX Institutional ($18.11M), Wells Fargo & Company MN ($12.19M), Assetmark Inc. ($11.00M), and Estate Counselors LLC ($9.10M).Learn more on IGHG's institutional investors.

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

Of the 52 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. ($388.72K), CX Institutional ($138.75K), Pinnacle Wealth Management Group Inc. ($122.14K), Assetmark Inc. ($106.05K), Bank of America Corp DE ($105.87K), Fortress Wealth Management Inc. ($83.68K), and Stephens Inc. AR ($64.62K).

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

Institutional investors have bought a total of 1,333,803 shares in the last 24 months. This purchase volume represents approximately $94.92M in transactions.

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

Of the 44 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: Richard Bernstein Advisors LLC ($2.70M), Assetmark Inc. ($315.25K), Capital Advantage Inc. ($230.42K), Envestnet Asset Management Inc. ($175.54K), Wells Fargo & Company MN ($131.75K), Stephens Inc. AR ($115.67K), and UBS Group AG ($95.78K).

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

Institutional investors have sold a total of 4,261,075 shares in the last 24 months. This volume of shares sold represents approximately $305.18M in transactions.


This page (BATS:IGHG) was last updated on 4/25/2024 by MarketBeat.com Staff

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