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iShares BB Rated Corporate Bond ETF

53 hedge funds and large institutions have $122M invested in iShares BB Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
12
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$25.7M 550,000
Stifel Financial
2
Stifel Financial
Missouri
$17.4M 370,042 -1,919,506 -84%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$16.2M 344,895 +125,947 +58%
Victory Capital Management
4
Victory Capital Management
Texas
$15.1M 322,000 +500 +0.2%
BEI
5
Benjamin Edwards Inc
Missouri
$14.5M 308,926 -1,512,404 -83%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.62M 119,540 -17,850 -13%
CIM
7
Confluence Investment Management
Missouri
$3.75M 79,826 -673,015 -89%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.55M 75,508 -6,659 -8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.81M 59,879 -8,982 -13%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.81M 38,566
NA
11
Nottingham Advisors
New York
$1.72M 36,543 +1,369 +4%
LPL Financial
12
LPL Financial
California
$1.38M 29,259 -1,081 -4%
ACM
13
Andina Capital Management
Utah
$1.29M 27,405 -25,108 -48%
LTI
14
Laffer Tengler Investments
Tennessee
$940K 19,991 -21 -0.1%
WOSD
15
WFA of San Diego
California
$936K 19,922 +19,922 New
RCM
16
RMR Capital Management
California
$852K 18,121 +495 +3%
FFA
17
Farther Finance Advisors
California
$822K 17,491 -3,656 -17%
AFO
18
Arrowroot Family Office
California
$816K 17,363 +17,363 New
MA
19
Mutual Advisors
Nebraska
$780K 16,666 +1,519 +10%
ZIG
20
Zuckerman Investment Group
Illinois
$772K 16,426 +1,219 +8%
HFO
21
Heritage Family Offices
Arizona
$705K 15,254 +22 +0.1%
FFG
22
Fiduciary Financial Group
California
$591K 12,639
Raymond James Financial
23
Raymond James Financial
Florida
$516K 10,977 +10,977 New
FPAS
24
Focus Partners Advisor Solutions
Missouri
$516K 10,970 +41 +0.4%
SL
25
SWMG LLC
Texas
$450K 9,604 -1,834 -16%