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iShares BB Rated Corporate Bond ETF

50 hedge funds and large institutions have $187M invested in iShares BB Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$46.4M
BEI
2
Benjamin Edwards Inc
Missouri
$34.6M
Morgan Stanley
3
Morgan Stanley
New York
$25.8M
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$16.9M
Victory Capital Management
5
Victory Capital Management
Texas
$15.9M
CIM
6
Confluence Investment Management
Missouri
$12.8M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.39M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.94M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.33M
FPAS
10
Focus Partners Advisor Solutions
Missouri
$2.09M
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$1.82M
LPL Financial
12
LPL Financial
California
$1.79M
NA
13
Nottingham Advisors
New York
$1.75M
RCM
14
RMR Capital Management
California
$1.28M
ACM
15
Andina Capital Management
Utah
$1.16M
LTI
16
Laffer Tengler Investments
Tennessee
$1.15M
MA
17
Mutual Advisors
Nebraska
$896K
HFO
18
Heritage Family Offices
Arizona
$823K
ZIG
19
Zuckerman Investment Group
Illinois
$797K
Bank of America
20
Bank of America
North Carolina
$787K
AFO
21
Arrowroot Family Office
California
$781K
VWA
22
Visionary Wealth Advisors
Illinois
$749K
FFA
23
Farther Finance Advisors
California
$711K
FFG
24
Fiduciary Financial Group
California
$599K
Raymond James Financial
25
Raymond James Financial
Florida
$540K