ProShares Investment Grade Interest Rate Hedged (IGHG) Institutional Ownership

$76.80
+0.17 (+0.22%)
(As of 05/17/2024 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)
$12.73M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$31.42M
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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
5/17/2024 Comerica Bank2,714$208K0.0%-12.0%0.071%
5/17/2024 Tidal Investments LLC21,784$1.67M0.0%-21.5%0.569%
5/16/2024 Jane Street Group LLC56,486$4.32M0.0%-50.5%1.475%
5/13/2024 Rockport Wealth LLC2,717$207K0.1%N/A0.071%
5/10/2024 Osaic Holdings Inc.93,252$7.14M0.0%+36.5%2.435%
5/1/2024 Mission Wealth Management LP16,242$1.24M0.0%N/A0.441%
4/30/2024Commonwealth Equity Services LLC16,656$1.27M0.0%+1.2%0.453%
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%
2/13/2024 Stephens 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%
2/9/2024 Wells Fargo & Company MN161,733$12.19M0.0%-19.6%3.779%
2/8/2024 TrinityPoint Wealth LLC10,162$766K0.1%-18.1%0.237%
2/7/2024 Strategic Advocates LLC13,046$983K0.4%-22.4%0.305%
2/7/2024 Cary Street Partners Investment Advisory LLC9,391$698K0.0%+32,282.8%0.219%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,979$526K0.0%N/A0.163%
2/5/2024 Cary 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%
1/30/2024 Capital 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%
1/23/2024 Capital 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%
12/1/2023 B. 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%
11/14/2023 O ROURKE & COMPANY Inc16,439$1.22M0.9%-25.5%0.384%
11/13/2023 LPL Financial LLC69,706$5.16M0.0%+2.9%1.629%
11/9/2023 UBS Group AG71,768$5.31M0.0%+19.7%1.677%
11/8/2023 Janney Montgomery Scott LLC6,647$492K0.0%-8.8%0.155%
11/8/2023 Spire Wealth Management934$69K0.0%+27.8%0.022%
11/3/2023 Commons Capital LLC2,774$205K0.4%N/A0.065%
11/1/2023 Simplex Trading LLC947$70K0.0%N/A0.022%
11/1/2023 TBH Global Asset Management LLC5,423$402K0.1%N/A0.127%
10/30/2023 Capital 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%
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10/24/2023 Patton 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%
8/15/2023 Invenio Wealth Partners LLC31,714$2.31M2.6%N/A0.741%
8/10/2023 Osaic Holdings Inc.58,755$4.28M0.0%-4.1%1.373%
8/7/2023 Capital Advantage Inc.873,631$63.54M13.3%-13.3%20.412%
8/3/2023 Coldstream Capital Management Inc.4,772$347K0.0%-8.9%0.111%
8/3/2023 RFG Advisory LLC9,549$695K0.0%-46.9%0.223%
7/31/2023 LPL 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%
5/11/2023 Summit Wealth & Retirement Planning Inc.7,573$544K0.2%-17.5%0.146%
5/11/2023 Envestnet Asset Management Inc.7,668$551K0.0%-31.0%0.148%
5/10/2023 LPL Financial LLC65,596$4.71M0.0%-5.5%1.266%
5/9/2023 SFE Investment Counsel4,650$330K0.1%-44.5%0.090%
5/5/2023 Assetmark Inc.153,084$11.00M0.0%+225.5%2.955%
5/5/2023 Capital Analysts LLC10,308$740K0.0%+2.5%0.199%
5/5/2023 Capital Advantage Inc.1,007,310$71.69M15.3%-0.4%19.446%
5/3/2023 J.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%
4/27/2023 Benjamin 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%
4/26/2023 Pinnacle 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%
4/11/2023 Mutual 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%
3/15/2023 B. Riley Wealth Advisors Inc.15,537$1.11M0.0%+122.7%0.305%
3/6/2023 Rockefeller Capital Management L.P.9,647$686K0.0%-13.8%0.000%
3/6/2023 OLD Mission Capital LLC904$64K0.0%N/A0.000%
2/13/2023 O ROURKE & COMPANY Inc24,467$1.74M1.4%-23.9%0.000%
2/10/2023 Assetmark Inc.47,037$3.35M0.0%-5.7%0.000%
2/10/2023 Advisor Group Holdings Inc.66,294$4.72M0.0%-13.3%0.000%
2/10/2023 Summit Wealth & Retirement Planning Inc.9,174$652K0.3%-2.1%0.000%
2/10/2023 SFE Investment Counsel8,375$605K0.2%-62.2%0.000%
2/8/2023 UBS Group AG79,399$5.65M0.0%-33.8%0.000%
2/8/2023 Capital Analysts LLC10,057$715K0.0%+4.3%0.000%
2/7/2023 TrinityPoint Wealth LLC16,024$1.14M0.3%-23.4%0.000%
2/7/2023Commonwealth Equity Services LLC14,075$1M0.0%-58.6%0.000%
2/7/2023 LPL Financial LLC69,415$4.94M0.0%-21.2%0.000%
2/7/2023 Envestnet Asset Management Inc.11,117$791K0.0%-5.7%0.000%
2/3/2023 CX Institutional254,671$18.11M1.1%+2.4%0.000%
1/31/2023 Empirical Asset Management LLC8,593$611K0.6%-4.0%0.000%
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1/30/2023Concord Wealth Partners656$47K0.0%N/A0.000%
1/25/2023 Stephens Inc. AR45,615$3.24M0.1%-0.4%0.000%
1/24/2023 Capital Advantage Inc.1,010,950$71.89M16.1%+48.8%0.000%
1/23/2023 Patton 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%
1/12/2023 Mutual Advisors LLC11,156$793K0.0%-17.4%0.000%
1/10/2023 Coldstream 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%
(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 Bank of America Corp DE ($59.33M), Capital Advantage Inc. ($58.83M), CX Institutional ($18.11M), Wells Fargo & Company MN ($12.19M), Assetmark Inc. ($11.00M), Estate Counselors LLC ($9.10M), and Osaic Holdings Inc. ($7.14M).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. ($378.31K), CX Institutional ($126.22K), Pinnacle Wealth Management Group Inc. ($122.14K), Assetmark Inc. ($106.05K), Bank of America Corp DE ($105.87K), Fortress Wealth Management Inc. ($82.55K), 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 1,220,298 shares in the last 24 months. This purchase volume represents approximately $86.91M in transactions.

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

Of the 40 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: Assetmark Inc. ($315.25K), Capital Advantage Inc. ($230.42K), Wells Fargo & Company MN ($131.75K), Stephens Inc. AR ($115.67K), UBS Group AG ($95.78K), Envestnet Asset Management Inc. ($81.07K), and Fortress Wealth Management Inc. ($75.61K).

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

Institutional investors have sold a total of 1,451,934 shares in the last 24 months. This volume of shares sold represents approximately $102.55M in transactions.


This page (BATS:IGHG) was last updated on 5/19/2024 by MarketBeat.com Staff

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