IGHG Institutional Ownership
ProShares - Investment Grade - Interest Rate Hedged
1W: +0.4%
1M: +0.0%
3M: -0.9%
YTD: -0.5%
1Y: -0.7%
3Y: +17.4%
5Y: +23.8%
$77.55
+0.05 (+0.07%)
Weekly Expected Move ±0.3%
$77
$77
$78
$78
$78
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IGHG
72
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
185M
Total Invested
13
New Positions
26
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 365,223 | $28M | +348,786 | +2122.0% | 7Q | SEC ↗ |
| 2 | MORGAN STANLEY | 350,159 | $27M | +17,776 | +5.3% | 47Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 282,798 | $22M | +27,973 | +11.0% | 16Q | SEC ↗ |
| 4 | LPL Financial LLC | 221,460 | $17M | -18,461 | -7.7% | 47Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 220,767 | $17M | +32,300 | +17.1% | 43Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 153,824 | $12M | +12,198 | +8.6% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 109,325 | $8M | -149 | -0.1% | 47Q | SEC ↗ |
| 8 | Larry Mathis Financial Planning, LLC | 69,485 | $5M | +4,643 | +7.2% | 3Q | SEC ↗ |
| 9 | STEPHENS INC /AR | 69,116 | $5M | +4,609 | +7.1% | 16Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 45,789 | $4M | +6,406 | +16.3% | 26Q | SEC ↗ |
| 11 | Certified Advisory Corp | 37,491 | $3M | -1,184 | -3.1% | 5Q | SEC ↗ |
| 12 | Capital Advisors, Ltd. LLC | 32,048 | $2M | -1,099 | -3.3% | 37Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 31,404 | $2M | +7,682 | +32.4% | 9Q | SEC ↗ |
| 14 | ASSETMARK, INC NEW | 31,164 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 31,154 | $2M | +840 | +2.8% | 21Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 28,956 | $2M | +3,321 | +13.0% | 10Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 25,021 | $2M | +4,581 | +22.4% | 23Q | SEC ↗ |
| 18 | NorthRock Partners, LLC | 24,582 | $2M | -3,721 | -13.1% | 4Q | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 17,327 | $1M | +1,310 | +8.2% | 8Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 13,878 | $1M | +5,002 | +56.4% | 47Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 12,809 | $993K | +2,199 | +20.7% | 35Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 12,787 | $992K | +207 | +1.6% | 6Q | SEC ↗ |
| 23 | Empirical Asset Management, LLC | 11,969 | $928K | +1,101 | +10.1% | 8Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 11,475 | $890K | -2 | -0.0% | 31Q | SEC ↗ |
| 25 | NICOLET BANKSHARES INC NEW | 10,330 | $801K | — | +0.0% | 1Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,325 | $801K | +5,279 | +104.6% | 6Q | SEC ↗ |
| 27 | Pinnacle Financial Partners, Inc. NEW | 9,659 | $749K | — | +0.0% | 1Q | SEC ↗ |
| 28 | SteelPeak Wealth, LLC | 9,420 | $731K | -8,482 | -47.4% | 4Q | SEC ↗ |
| 29 | Hyundai Investments Co., Ltd. | 8,550 | $663K | +3,148 | +58.3% | 3Q | SEC ↗ |
| 30 | Kovack Advisors, Inc. | 8,327 | $646K | -1,087 | -11.5% | 3Q | SEC ↗ |
| 31 | Coastal Bridge Advisors, LLC | 7,704 | $597K | -493 | -6.0% | 6Q | SEC ↗ |
| 32 | PARTNERS WEALTH MANAGEMENT, LLC | 7,040 | $546K | — | +0.0% | 7Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 5,698 | $442K | +143 | +2.6% | 15Q | SEC ↗ |
| 34 | Duncan Williams Asset Management, LLC | 5,600 | $434K | — | +0.0% | 8Q | SEC ↗ |
| 35 | Anchor Investment Management, LLC | 5,350 | $415K | -600 | -10.1% | 3Q | SEC ↗ |
| 36 | Red Wave Investments LLC | 5,075 | $394K | — | +0.0% | 18Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 4,918 | $381K | -12,861 | -72.3% | 3Q | SEC ↗ |
| 38 | MAI Capital Management | 4,675 | $363K | -160 | -3.3% | 7Q | SEC ↗ |
| 39 | Snowden Capital Advisors LLC NEW | 4,650 | $361K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Savvy Advisors, Inc. NEW | 4,037 | $313K | — | +0.0% | 1Q | SEC ↗ |
| 41 | OPINICUS CAPITAL, INC. | 3,977 | $308K | -83 | -2.0% | 11Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 3,780 | $293K | +369 | +10.8% | 3Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP | 3,762 | $292K | +1,400 | +59.3% | 2Q | SEC ↗ |
| 44 | Private Advisor Group, LLC NEW | 3,620 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 45 | KKM Financial LLC | 3,356 | $260K | -758 | -18.4% | 9Q | SEC ↗ |
| 46 | Patton Albertson Miller Group, LLC | 2,950 | $229K | — | +0.0% | 20Q | SEC ↗ |
| 47 | NOVEM GROUP | 2,791 | $216K | -50 | -1.8% | 3Q | SEC ↗ |
| 48 | Rockport Wealth LLC | 2,686 | $208K | -12 | -0.4% | 5Q | SEC ↗ |
| 49 | Kingsview Wealth Management, LLC NEW | 2,604 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 50 | SFE Investment Counsel | 2,600 | $202K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| ASSETMARK, INC | 31,164 | $2M |
| NICOLET BANKSHARES INC | 10,330 | $801K |
| Pinnacle Financial Partners, Inc. | 9,659 | $749K |
| Snowden Capital Advisors LLC | 4,650 | $361K |
| Savvy Advisors, Inc. | 4,037 | $313K |
| Private Advisor Group, LLC | 3,620 | $281K |
| Kingsview Wealth Management, LLC | 2,604 | $202K |
| JPMORGAN CHASE & CO | 1,750 | $136K |
| Parallel Advisors, LLC | 1,565 | $121K |
| MERCER GLOBAL ADVISORS INC /ADV | 263 | $20K |
| Global Retirement Partners, LLC | 244 | $19K |
| IFG Advisory, LLC | 239 | $19K |
| Rossby Financial, LCC | 77 | $6K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 36,141 | $3M |
| Hobart Private Capital, LLC | 17,444 | $1M |
| CITADEL ADVISORS LLC | 12,102 | $939K |
| FIG FINANCIAL ADVISORY SERVICES INC | 6,859 | $532K |
| Point Nemo Capital, LLC | 5,552 | $431K |
| J.W. COLE ADVISORS, INC. | 3,179 | $247K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,883 | $224K |
| Vermillion & White Wealth Managemen | 428 | $33K |
| Strategic Advocates LLC | 97 | $8K |
| PNC Financial Services Group, Inc. | 87 | $7K |
| Robinswood Financial LLC | 28 | $2K |
| Western Wealth Management, LLC | 19 | $1K |
| VANGUARD ADVISERS INC | 14 | $1K |
| Tower Research Capital LLC (TRC) | 1 | $0K |
Biggest Increases (20)
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -18,461 | -7.7% | 221,460 |
| JANE STREET GROUP, LLC | -12,861 | -72.3% | 4,918 |
| SteelPeak Wealth, LLC | -8,482 | -47.4% | 9,420 |
| NorthRock Partners, LLC | -3,721 | -13.1% | 24,582 |
| Colonial Trust Co / SC | -1,500 | -78.9% | 400 |
| Certified Advisory Corp | -1,184 | -3.1% | 37,491 |
| Capital Advisors, Ltd. LLC | -1,099 | -3.3% | 32,048 |
| Kovack Advisors, Inc. | -1,087 | -11.5% | 8,327 |
| KKM Financial LLC | -758 | -18.4% | 3,356 |
| Anchor Investment Management, LLC | -600 | -10.1% | 5,350 |
| Coastal Bridge Advisors, LLC | -493 | -6.0% | 7,704 |
| MAI Capital Management | -160 | -3.3% | 4,675 |
| UBS Group AG | -149 | -0.1% | 109,325 |
| OPINICUS CAPITAL, INC. | -83 | -2.0% | 3,977 |
| NOVEM GROUP | -50 | -1.8% | 2,791 |
| Aptus Capital Advisors, LLC | -21 | -1.8% | 1,176 |
| Rockport Wealth LLC | -12 | -0.4% | 2,686 |
| STIFEL FINANCIAL CORP | -2 | -0.0% | 11,475 |