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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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
26
Sheets Smith Wealth Management
North Carolina
$446K -$94K -2,000 -17%
TAM
27
Tocqueville Asset Management
New York
$404K
HNB
28
Huntington National Bank
Ohio
$251K
Mariner
29
Mariner
Kansas
$226K -$10.5K -223 -4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$209K -$353K -7,515 -63%
ZF
31
Zhang Financial
Michigan
$203K +$203K +4,314 New
AI
32
Atria Investments
North Carolina
$201K -$1.74M -37,092 -90%
Bank of America
33
Bank of America
North Carolina
$159K +$17.3K +369 +12%
Osaic Holdings
34
Osaic Holdings
Arizona
$69.5K -$88.8K -1,929 -56%
NS
35
NBC Securities
Alabama
$64K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$56K +$43.4K +916 +343%
IA
37
IFP Advisors
Florida
$47K -$70.5K -1,500 -60%
NP
38
NorthRock Partners
Minnesota
$47K
Wells Fargo
39
Wells Fargo
California
$33.2K
HI
40
Harbour Investments
Wisconsin
$32.9K
NSIM
41
North Star Investment Management
Illinois
$26K
AWM
42
AE Wealth Management
Kansas
$23.5K
PS
43
Principal Securities
Iowa
$21.9K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$21K +$281 +6 +1%
AA
45
Ancora Advisors
Ohio
$20.6K
CIAS
46
Capital Investment Advisory Services
North Carolina
$19.3K
Morgan Stanley
47
Morgan Stanley
New York
$18.7K +$5.13K +109 +38%
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$15K
LIS
49
Legacy Investment Solutions
Idaho
$15K +$15K +320 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$12.2K +$12.2K +259 New