Who owns IGHG?
ProShares Investment Grade—Interest Rate Hedged · ProShares
65 institutions reported holding IGHG, worth $187.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IGHG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $28.6M | 365,223 | +348,786 shares |
| Morgan Stanley | New York, NY | $27.4M | 350,159 | +17,776 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $22.2M | 282,798 | +27,973 shares |
| LPL Financial LLC | Fort Mill, SC | $17.3M | 221,460 | −18,461 shares |
| Wells Fargo & Company | San Francisco, CA | $17.3M | 220,767 | +32,300 shares |
| Bank of America Corp. | Charlotte, NC | $12.0M | 153,824 | +12,198 shares |
| UBS Group AG | Zurich, Switzerland | $8.6M | 109,325 | −149 shares |
| Larry Mathis Financial Planning, LLC | Phoenix, AZ | $5.4M | 69,485 | +4,643 shares |
| Stephens Inc. | Little Rock, AR | $5.4M | 69,116 | +4,609 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.9M | 62,308 | +31,994 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IGHG?
65 institutional managers reported holding IGHG in Form 13F filings for June 30, 2026, worth $187.1M in total. The largest reported position was held by Raymond James Financial Inc., at $28.6M.
Did institutions buy or sell IGHG last quarter?
Reported 13F value rose 29.8% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IGHG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.