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iShares BB Rated Corporate Bond ETF

53 hedge funds and large institutions have $345M invested in iShares BB Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 5653 (-3)

8.7% less ownership

Funds ownership: 80.1%71.4% (-8.7%)

13% less capital invested

Capital invested by funds: $399M → $345M (-$53M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
1
Ohio Public Employees Retirement System (OPERS)
Ohio
$98.8M -$920K -19,570 -0.9%
VA
2
Valmark Advisers
Ohio
$71.2M +$3.55M +75,445 +5%
Stifel Financial
3
Stifel Financial
Missouri
$55.3M -$10.7M -226,942 -16%
BEI
4
Benjamin Edwards Inc
Missouri
$36.8M -$13.6M -290,075 -27%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$17.4M +$59.1K +1,258 +0.3%
CIM
6
Confluence Investment Management
Missouri
$16.3M -$3.91M -83,082 -19%
Morgan Stanley
7
Morgan Stanley
New York
$13.4M -$7.14M -151,815 -35%
Victory Capital Management
8
Victory Capital Management
Texas
$9.14M -$6.23M -132,500 -40%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.25M -$795K -16,916 -19%
LPL Financial
10
LPL Financial
California
$3.06M +$809K +17,204 +35%
NA
11
Nottingham Advisors
New York
$1.81M +$225K +4,792 +14%
Bank of America
12
Bank of America
North Carolina
$1.62M +$713K +15,174 +77%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$1.53M +$256K +5,436 +20%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.33M -$4.7M -100,053 -78%
VWA
15
Visionary Wealth Advisors
Illinois
$1.32M -$8.6K -183 -0.6%
AFO
16
Arrowroot Family Office
California
$1.3M +$249K +5,293 +23%
WOSD
17
WFA of San Diego
California
$1.21M +$84.6K +1,799 +7%
Jane Street
18
Jane Street
New York
$1.14M -$702K -14,926 -38%
ACM
19
Andina Capital Management
Utah
$942K -$286K -6,092 -23%
MA
20
Mutual Advisors
Nebraska
$889K +$52.6K +1,119 +6%
RCM
21
RMR Capital Management
California
$872K -$61.1K -1,300 -6%
ZIG
22
Zuckerman Investment Group
Illinois
$794K -$3.34K -71 -0.4%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$558K +$564K +12,007 New
Raymond James Financial
24
Raymond James Financial
Florida
$537K +$4.94K +105 +0.9%
FFG
25
Fiduciary Financial Group
California
$483K -$107K -2,270 -18%

HYBB Hedge Fund Activity: Q1 2026 in Review

53 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q1 2026, worth a combined $345M — down 13% from $399M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HYBB and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 15 added.

The largest buyer was Valmark Advisers, adding an estimated $3.55M. The largest seller was Benjamin Edwards Inc, cutting an estimated $13.6M.

  • 53 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q1 2026, down from 56 in Q4 2025.
  • Funds reported $345M of iShares BB Rated Corporate Bond ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 6 funds opened new iShares BB Rated Corporate Bond ETF positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q1 2026 was Valmark Advisers, an estimated $3.55M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q1 2026 was Benjamin Edwards Inc, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2026.