iShares BB Rated Corporate Bond ETF
HYBB
30 hedge funds and large institutions have $209M invested in iShares BB Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
15% more funds holding
Funds holding: 26 → 30 (+4)
1.5% less ownership
Funds ownership: 87.85% → 86.36% (-1.5%)
17% less capital invested
Capital invested by funds: $252M → $209M (-$42.7M)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$394K |
| 2 |
AFO
Arrowroot Family Office
Marina Del Rey,
California
|
+$287K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$256K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$19.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$15.7M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$10.6M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$6.32M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$5.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $79.1K | -$2.33K | -52 | -3% |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $23K | – | – | – |
|
|
WOSD
28
WFA of San Diego
San Diego,
California
| $15.3K | +$15.2K | +341 | New |
|
29
Morgan Stanley
New York
| $13K | – | – | – |
|
|
CB
30
Community Bank
Dewitt,
New York
| $8.29K | -$23K | -515 | -74% |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4.3M | -94,500 | Closed |
|
32
Citadel Advisors
Miami,
Florida
| – | -$2.58M | -56,656 | Closed |
|
|
BFM
33
Boston Financial Management
Boston,
Massachusetts
| – | -$271K | -5,967 | Closed |
|
HYBB Hedge Fund Activity: Q2 2023 in Review
30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2023, worth a combined $209M — down 17% from $252M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYBB positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $394K. The largest seller was Jane Street, cutting an estimated $19.1M.
- 30 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2023, up from 26 in Q1 2023.
- Funds reported $209M of iShares BB Rated Corporate Bond ETF stock for Q2 2023, down 17% quarter-over-quarter.
- 7 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2023 was Flow Traders U.S., an estimated $394K added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2023.