Who Owns IGHG?
ProShares - Investment Grade - Interest Rate Hedged — Institutional Ownership & 13F Holdings
$78.30
-0.07 (-0.09%)
Market Cap
$284.6M
Shares Outstanding
3,490,539
Institutional Holders
52
Total Inst. Value
$122.2M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
12
Closed Positions
10
Increased
27
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $35.2M | 458,225 |
| 2 | AMERIPRISE FINANCIAL INC | $16.0M | 207,967 |
| 3 | BANK OF AMERICA CORP /DE/ | $14.7M | 191,290 |
| 4 | WELLS FARGO & COMPANY/MN | $13.7M | 178,511 |
| 5 | Redhawk Wealth Advisors, Inc.New | $10.2M | 132,114 |
| 6 | UBS Group AG | $7.1M | 92,264 |
| 7 | OSAIC HOLDINGS, INC. | $5.0M | 64,409 |
| 8 | Cetera Investment Advisers | $2.8M | 36,822 |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.6M | 21,248 |
| 10 | TBH Global Asset Management, LLC | $1.5M | 18,980 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +174K | $16.0M |
| BANK OF AMERICA CORP /DE/ | +13K | $14.7M |
| WELLS FARGO & COMPANY/MN | +61K | $13.7M |
| Redhawk Wealth Advisors, Inc.New | +132K | $10.2M |
| UBS Group AG | +8K | $7.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -17K | $35.2M |
| Merit Financial Group, LLC | -2K | $2K |
| STIFEL FINANCIAL CORP | -959 | $895K |
| PATTON ALBERTSON MILLER GROUP, LLC | -385 | $260K |
| Aptus Capital Advisors, LLC | -111 | $96K |
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Frequently Asked Questions
How many institutional investors hold IGHG?
As of Q1 2025, 52 institutional investors report holding IGHG (ProShares - Investment Grade - Interest Rate Hedged) in their 13F filings.
Which hedge fund owns the most IGHG?
The largest institutional holder of IGHG is MORGAN STANLEY with $35.2M in shares.
Are institutions buying or selling IGHG?
This quarter, 12 institutions opened new positions in IGHG and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.