Who owns ProShares - Investment Grade - Interest Rate Hedged?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IGHG from SEC Form 13F filings across 66 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 66 institutions disclosed 17.1M shares of ProShares - Investment Grade - Interest Rate Hedged worth $179.8M — about 418.2% of shares outstanding; the largest disclosed holder is Larry Mathis Financial Planning, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
66
13F holders
$179.8M
value, 2026 filers
418.2%
of shares outstanding (17.1M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IGHG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Larry Mathis Financial Planning, LLC | 14.8M | $5.4M | 4.4% | 362.2% | +22724.0% |
| 2 | RAYMOND JAMES FINANCIAL INC | 365,223 | $28.6M | 0.0% | 8.9% | +2122.0% |
| 3 | MORGAN STANLEY | 350,159 | $27.4M | 0.0% | 8.6% | +5.3% |
| 4 | AMERIPRISE FINANCIAL INC | 282,798 | $22.2M | 0.0% | 6.9% | +11.0% |
| 5 | LPL Financial LLC | 221,460 | $17.3M | 0.0% | 5.4% | -7.7% |
| 6 | WELLS FARGO & COMPANY/MN | 220,767 | $17.3M | 0.0% | 5.4% | +17.1% |
| 7 | BANK OF AMERICA CORP /DE/ | 153,824 | $12.0M | 0.0% | 3.8% | +8.6% |
| 8 | UBS Group AG | 109,325 | $8.6M | 0.0% | 2.7% | -0.1% |
| 9 | STEPHENS INC /AR/ | 69,116 | $5.4M | 0.1% | 1.7% | +7.1% |
| 10 | OSAIC HOLDINGS, INC. | 45,789 | $3.6M | 0.0% | 1.1% | +16.3% |
| 11 | Certified Advisory Corp | 37,491 | $2.9M | 0.2% | 0.9% | -3.1% |
| 12 | Capital Advisors, Ltd. LLC | 32,048 | $2,510 | 0.3% | 0.8% | -3.3% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 31,404 | $2.5M | 0.0% | 0.8% | +32.4% |
| 14 | ASSETMARK, INCNEW | 31,164 | $2.4M | 0.0% | 0.8% | new |
| 15 | Cambridge Investment Research Advisors, Inc. | 31,154 | $2,440 | 0.0% | 0.8% | +2.8% |
| 16 | Cetera Investment Advisers | 28,956 | $2.3M | 0.0% | 0.7% | +13.0% |
| 17 | MML INVESTORS SERVICES, LLC | 25,021 | $2.0M | 0.0% | 0.6% | +22.4% |
| 18 | NorthRock Partners, LLC | 24,582 | $1.9M | 0.0% | 0.6% | -13.1% |
| 19 | Rockefeller Capital Management L.P. | 17,327 | $1.4M | 0.0% | 0.4% | +8.2% |
| 20 | ROYAL BANK OF CANADA | 13,878 | $1.1M | 0.0% | 0.3% | +56.4% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 12,809 | $1.0M | 0.0% | 0.3% | +20.7% |
| 22 | HighTower Advisors, LLC | 12,787 | $1.0M | 0.0% | 0.3% | +1.6% |
| 23 | Empirical Asset Management, LLC | 11,969 | $937,531 | 0.2% | 0.3% | +10.1% |
| 24 | STIFEL FINANCIAL CORP | 11,475 | $898,837 | 0.0% | 0.3% | 0.0% |
| 25 | NICOLET BANKSHARES INCNEW | 10,330 | $808,426 | 0.0% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.