ProShares Investment Grade
IGHG • BATS
ProShares Investment Grade is an exchange-traded fund on BATS. As of Q3 2025, 59 institutional investors hold shares in this ETF, with total holdings valued at $146.5M. MORGAN STANLEY is the largest holder with a position valued at $25.1M.
Overview
Overview of institutional ownership in IGHG as of Q3 2025
All Institutions
- Institutions
- 59
- Value Held
- $146.5M
- Shares Held
- 1.9M
- Avg Position
- $2.5M
- Median Position
- $662.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.7M
- Shares Held
- 33.6K
- Avg Position
- $2.7M
- Median Position
- $2.7M
Biggest Investors
Institutions with the largest positions in IGHG as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $25.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $18.8M 0.01% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $18.6M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $15.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $14.3M 0.00% of portfolio |
 UBS Group AG Institution | $7.9M 0.00% of portfolio |
 STEPHENS INC /AR/ RIA/Wealth | $4.7M 0.06% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.1M 0.01% of portfolio |
 NorthRock Partners, LLC RIA/Wealth | $3.4M 0.07% of portfolio |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $2.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IGHG in Q3 2025
- Traded
- −$8.4M
- Buyers
- 25
- Sellers
- 22
- Total Bought
- +$14.7M
- Total Sold
- −$23.2M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$4.3M +54.9K shares |
NorthRock Partners, LLC RIA/Wealth | +$3.4M +43.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.7M +33.6K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | +$1.7M +21.0K shares |
C Certified Advisory Corp RIA/Wealth | +$649.4K +8.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$631.1K +8.0K shares |
UBS Group AG Institution | +$301.4K +3.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$269.6K +3.4K shares |
 Goss Wealth Management LLC RIA/Wealth | +$161.1K +2.0K shares |
 Hobart Private Capital, LLC RIA/Wealth | +$150.3K +1.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$7.8M −99.1K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$4.0M −50.7K shares |
AMERIPRISE FINANCIAL INC Institution | −$3.1M −39.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.2M −28.3K shares |
A Advisor Group Holdings, Inc. Institution | −$1.9M −24.2K shares |
J JANE STREET GROUP, LLC Institution | −$1.2M −15.6K shares |
T TBH Global Asset Management, LLC RIA/Wealth | −$750.9K −9.6K shares |
STEPHENS INC /AR/ RIA/Wealth | −$746.4K −9.4K shares |
R ROYAL BANK OF CANADA Institution | −$412.1K −5.2K shares |
 National Asset Management, Inc. RIA/Wealth | −$241.9K −3.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IGHG in Q3 2025
- New Positions
- 2
- New Value
- $5.1M
- Exited Positions
- 6
- Exited Value
- $2.5M
New Positions
| Institution | Position Value |
|---|---|
NorthRock Partners, LLC RIA/Wealth | $3.4M 43.3K shares |
Steel Peak Wealth Management LLC RIA/Wealth | $1.7M 21.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.2M 15.6K shares |
T TBH Global Asset Management, LLC RIA/Wealth | $750.9K 9.6K shares |
National Asset Management, Inc. RIA/Wealth | $241.9K 3.1K shares |
 Trademark Financial Management, LLC RIA/Wealth | $208.7K 2.7K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $49.0K 625.0 shares |
 Golden State Wealth Management, LLC RIA/Wealth | $1.7K 21.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IGHG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IGHG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 0.69% $688.5K |
 Capital Advisors, Ltd. LLC RIA/Wealth | 0.31% $2.6M |
Hobart Private Capital, LLC RIA/Wealth | 0.26% $1.3M |
 OPINICUS CAPITAL, INC. RIA/Wealth | 0.23% $335.9K |
 Duncan Williams Asset Management, LLC RIA/Wealth | 0.21% $754.1K |
 Empirical Asset Management, LLC RIA/Wealth | 0.20% $715.6K |
 Fortress Wealth Management, Inc. RIA/Wealth | 0.17% $367.8K |
 KKM Financial LLC RIA/Wealth | 0.15% $460.0K |
R Red Wave Investments LLC Institution | 0.13% $400.9K |
C Certified Advisory Corp RIA/Wealth | 0.08% $868.4K |
Hedge Fund Spotlight
Discover hedge funds investing in IGHG
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in ProShares Investment Grade
- Market Value
- $2.7M
- Shares Held
- 33.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
