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iShares BB Rated Corporate Bond ETF
HYBB

39 hedge funds and large institutions have $245M invested in iShares BB Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

34% more funds holding

Funds holding: 29 → 39 (+10)

16% more capital invested

Capital invested by funds: $211M → $245M (+$33.6M)

3.58% less ownership

Funds ownership: 89.62% → 86.04% (-3.6%)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$19.2M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$10M
3
CIM
Confluence Investment Management
Missouri
+$3.81M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18.4M
2
FTUS
Flow Traders U.S.
New York
-$430K
3
VWA
Visionary Wealth Advisors
Illinois
-$201K
4
NA
Nottingham Advisors
New York
-$176K
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
26
Partners Capital Investment Group
Massachusetts
$419K +$404K +9,102 New
CA
27
Cetera Advisors
Colorado
$344K +$333K +7,485 New
CA
28
Calton & Associates
Florida
$237K +$229K +5,150 New
SCM
29
Steele Capital Management
Iowa
$207K +$200K +4,500 New
IA
30
IFP Advisors
Florida
$175K +$169K +3,800 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$143K +$17K +383 +14%
Osaic Holdings
32
Osaic Holdings
Arizona
$108K -$92.5K -2,081 -47%
AWM
33
Avior Wealth Management
Nebraska
$101K +$97.8K +2,200 New
HI
34
Harbour Investments
Wisconsin
$81.2K – – –
US Bancorp
35
US Bancorp
Minnesota
$67.3K +$65K +1,463 New
Morgan Stanley
36
Morgan Stanley
New York
$26.6K +$12.8K +289 +100%
PS
37
Principal Securities
Iowa
$21.4K +$20.7K +465 New
UBS Group
38
UBS Group
Switzerland
$19.7K +$18.2K +410 +2,158%
Wells Fargo
39
Wells Fargo
California
$6.86K +$6.62K +149 New
FTUS
40
Flow Traders U.S.
New York
– -$430K -9,828 Closed
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– -$22K -506 Closed
1
2

HYBB Hedge Fund Activity: Q4 2023 in Review

39 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2023, worth a combined $245M — up 16% from $211M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HYBB positions and 2 closed out — a net gain of 11 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Stifel Financial, adding an estimated $19.2M. The largest seller was Jane Street, cutting an estimated $18.4M.

  • 39 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $245M of iShares BB Rated Corporate Bond ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 13 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +11 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2023 was Stifel Financial, an estimated $19.2M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2023.