HYBB icon

iShares BB Rated Corporate Bond ETF
HYBB

Overview Fund Activity

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
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

1
Stifel Financial
Stifel Financial
Missouri
+$19.9M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$10.4M
3
CIM
Confluence Investment Management
Missouri
+$3.95M
4
BEI
Benjamin Edwards Inc
Missouri
+$1.53M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.29M

Top Sellers

1
Jane Street
Jane Street
New York
-$19M
2
FTUS
Flow Traders U.S.
New York
-$430K
3
VWA
Visionary Wealth Advisors
Illinois
-$208K
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$175K
5
NA
Nottingham Advisors
New York
-$98K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
26
Partners Capital Investment Group
Massachusetts
$419K +$419K +9,102 New
CA
27
Cetera Advisors
Colorado
$344K +$344K +7,485 New
CA
28
Calton & Associates
Florida
$237K +$237K +5,150 New
SCM
29
Steele Capital Management
Iowa
$207K +$207K +4,500 New
IA
30
IFP Advisors
Florida
$175K +$175K +3,800 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$143K +$17.6K +383 +14%
Osaic Holdings
32
Osaic Holdings
Arizona
$108K -$95.7K -2,081 -47%
AWM
33
Avior Wealth Management
Nebraska
$101K +$101K +2,200 New
HI
34
Harbour Investments
Wisconsin
$81.2K – – –
US Bancorp
35
US Bancorp
Minnesota
$67.3K +$67.3K +1,463 New
Morgan Stanley
36
Morgan Stanley
New York
$26.6K +$13.3K +289 +100%
PS
37
Principal Securities
Iowa
$21.4K +$21.4K +465 New
UBS Group
38
UBS Group
Switzerland
$19.7K +$18.9K +410 +2,158%
Wells Fargo
39
Wells Fargo
California
$6.86K +$6.86K +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