iShares BB Rated Corporate Bond ETF
HYBB
29 hedge funds and large institutions have $211M invested in iShares BB Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
3.26% more ownership
Funds ownership: 86.36% → 89.62% (+3.3%)
1% more capital invested
Capital invested by funds: $209M → $211M (+$2.39M)
3% less funds holding
Funds holding: 30 → 29 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$16.8M |
| 2 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$11.5M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$5.44M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$4.63M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$24.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$7.55M |
| 3 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$281K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$264K |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WOSD
26
WFA of San Diego
San Diego,
California
| $22.3K | +$7.46K | +168 | +49% |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | – | – | – |
|
28
Morgan Stanley
New York
| $12.7K | -$89 | -2 | -0.7% |
|
29
UBS Group
Zurich,
Switzerland
| $832 | +$844 | +19 | New |
|
|
30
BlackRock
New York
| – | -$24.9M | -555,000 | Closed |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$264K | -5,892 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | -$103K | -2,309 | Closed |
|
|
CB
33
Community Bank
Dewitt,
New York
| – | -$8.29K | -185 | Closed |
|
HYBB Hedge Fund Activity: Q3 2023 in Review
29 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q3 2023, worth a combined $211M — up 1.1% from $209M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of HYBB and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 14 added.
The largest buyer was Jane Street, adding an estimated $16.8M. The largest seller was BlackRock, exiting entirely with an estimated $24.9M sold.
- 29 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q3 2023, down from 30 in Q2 2023.
- Funds reported $211M of iShares BB Rated Corporate Bond ETF stock for Q3 2023, up 1.1% quarter-over-quarter.
- 3 funds opened new iShares BB Rated Corporate Bond ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $16.8M added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q3 2023 was BlackRock, an estimated $24.9M sold.
Based on aggregated 13F filings for Q3 2023.