Who Owns ProShares - Investment Grade - Interest Rate Hedged (IGHG)?Hedge Fund & Institutional Holders

$77.10+0.03 (+0.04%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.800000090000008e+249T

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$74.89$75.96$77.03$78.11$79.18Sep 24Jun 25Mar 26

IGHG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
STEPHENS INC /AR/New Position+64K+$5.1B
Elevation Capital Advisory, LLCNew Position+36K+$2.8B
SteelPeak Wealth, LLCNew Position+20K+$1.6B
Coastal Bridge Advisors, LLCNew Position+8K+$659.0M
Kovack Advisors, Inc.New Position+9K+$476.0M
Red Wave Investments LLCNew Position+5K+$397.0M
OPINICUS CAPITAL, INC.New Position+4K+$316.0M
Farther Finance Advisors, LLCNew Position+3K+$265.0M
J.W. COLE ADVISORS, INC.New Position+3K+$264.0M
NOVEM GROUPNew Position+3K+$229.0M
Rockport Wealth LLCNew Position+3K+$212.0M
UBS Group AGIncreased+3K+$147.1M
Hobart Private Capital, LLCIncreased+2K+$117.6M
Empirical Asset Management, LLCIncreased+1K+$106.4M
Anchor Investment Management, LLCNew Position+750+$58.8M

IGHG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ASSETMARK, INCDecreased-36K-$2.9B
CITADEL ADVISORS LLCClosed Position-34K-$2.7B
OneDigital Investment Advisors LLCClosed Position-24K-$1.9B
OSAIC HOLDINGS, INC.Decreased-9K-$1.1B
ROYAL BANK OF CANADADecreased-231-$738.0M
AMERIPRISE FINANCIAL INCDecreased-1K-$591.8M
NewEdge Advisors, LLCDecreased-161-$452.8M
DARK FOREST CAPITAL MANAGEMENT LPClosed Position-5K-$368.7M
Rockefeller Capital Management L.P.Decreased-34-$318.8M
KKM Financial LLCDecreased-2K-$138.0M
Duncan Williams Asset Management, LLCDecreased-1K-$106.1M
Aptus Capital Advisors, LLCDecreased-93-$101.1M
MORGAN STANLEYDecreased-31K-$3.1M
PRINCIPAL SECURITIES, INC.Closed Position-36-$2K
BANK OF AMERICA CORP /DE/Decreased-396-$-14.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC233,971$18.0B4.07%Share
2BANK OF AMERICA CORP /DE/125,243$9.0B0.65%Share
3UBS Group AG102,218$8.0B1.30%Share
4WELLS FARGO & COMPANY/MN91,852$7.0B1.27%Share
5WELLS FARGO & COMPANY/MN91,245$7.0B1.27%Share
6STEPHENS INC /AR/64,494$5.1B62.91%Share
7BANK OF AMERICA CORP /DE/69,385$5.0B0.36%Share
8OSAIC HOLDINGS, INC.42,745$3.0B4.38%Share
9Elevation Capital Advisory, LLC36,141$2.8B1.16%Share
10SteelPeak Wealth, LLC20,128$1.6B0.05%Share
11Hobart Private Capital, LLC17,444$1.4B0.27%Share
12SUSQUEHANNA INTERNATIONAL GROUP, LLP22,928$1.0B0.12%Share
13Rockefeller Capital Management L.P.16,659$1.0B1.80%Share
14Empirical Asset Management, LLC10,491$822.0M0.23%Share
15Coastal Bridge Advisors, LLC8,414$659.0M0.05%Share
16Duncan Williams Asset Management, LLC8,266$648.0M0.16%Share
17Kovack Advisors, Inc.8,766$476.0M0.04%Share
18Red Wave Investments LLC5,075$397.0M0.12%Share
19KKM Financial LLC4,114$322.0M0.06%Share
20OPINICUS CAPITAL, INC.4,037$316.0M0.22%Share
21Farther Finance Advisors, LLC3,391$265.0M2.84%Share
22J.W. COLE ADVISORS, INC.3,374$264.0M0.01%Share
23NOVEM GROUP2,931$229.0M0.03%Share
24Rockport Wealth LLC2,707$212.0M0.04%Share
25COMERICA BANK1,647$129.0M0.51%Share
26Anchor Investment Management, LLC750$58.8M0.00%Share
27COMERICA BANK715$56.0M0.22%Share
28PRIVATE TRUST CO NA526$41.0M0.00%Share
29Vermillion & White Wealth Management Group, LLC428$33.0M0.02%Share
30Geneos Wealth Management Inc.350$27.0M0.00%Share
31Spire Wealth Management299$23.0M0.00%Share
32MORGAN STANLEY286,343$22.0M0.00%Share
33LPL Financial LLC246,029$19.0M0.01%Share
34ASSETMARK, INC137$10.0M0.02%Share
35Strategic Advocates LLC97$7.0M0.00%Share
36Certified Advisory Corp42,891$3.4M0.31%Share
37NorthRock Partners, LLC48,720$3.0M0.05%Share
38Capital Advisors, Ltd. LLC31,320$2.5M0.28%Share
39Cetera Investment Advisers32,501$2.0M0.00%Share
40Cambridge Investment Research Advisors, Inc.25,922$2.0M0.01%Share
41ENVESTNET ASSET MANAGEMENT INC24,665$1.0M0.00%Share
42MML INVESTORS SERVICES, LLC21,102$1.0M0.00%Share
43PARTNERS WEALTH MANAGEMENT, LLC8,690$681K0.71%Share
44Hyundai Investments Co., Ltd.5,678$446K0.43%Share
45PATTON ALBERTSON MILLER GROUP, LLC3,065$240K0.03%Share
46AXXCESS WEALTH MANAGEMENT, LLC2,883$226K0.00%Share
47SFE Investment Counsel2,600$203K0.03%Share
48Allworth Financial LP55$4K0.00%Share
49HighTower Advisors, LLC12,473$00.00%Share
50Tower Research Capital LLC (TRC)1$00.00%Share

IGHG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$74.9B+23
Q3 202538$88.4B-18
Q2 202556$87.1B+4
Q1 202552$144.8B+2
Q4 202450$76.8B+11
Q3 202439$14.4T-3
Q2 202442$6.0T+4
Q1 202438$5.4T—

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As of Q4 2025, 50 institutional investors hold IGHG (ProShares - Investment Grade - Interest Rate Hedged). The largest holder is AMERIPRISE FINANCIAL INC with $18.0B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IGHG?

As of Q4 2025, 50 institutional investors report holding IGHG (ProShares - Investment Grade - Interest Rate Hedged) in their 13F filings.

Who is the largest institutional holder of IGHG?

The largest institutional holder of IGHG is AMERIPRISE FINANCIAL INC with $18.0B in shares.

Is institutional ownership of IGHG increasing or decreasing?

This quarter, 12 institutions opened new positions in IGHG and 4 closed their positions.