HYBB icon

iShares BB Rated Corporate Bond ETF

41 hedge funds and large institutions have $322M invested in iShares BB Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
20
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$463K
CA
27
Cetera Advisors
Colorado
$460K +$114K +2,455 +33%
TAM
28
Tocqueville Asset Management
New York
$398K +$398K +8,600 New
Mariner
29
Mariner
Kansas
$366K +$366K +7,917 New
SCM
30
Steele Capital Management
Iowa
$231K +$23.1K +500 +11%
CAN
31
Cetera Advisor Networks
California
$230K +$230K +4,975 New
PCIG
32
Partners Capital Investment Group
Massachusetts
$210K -$210K -4,551 -50%
IA
33
IFP Advisors
Florida
$176K
AWM
34
Avior Wealth Management
Nebraska
$102K
HI
35
Harbour Investments
Wisconsin
$81.6K
NP
36
NorthRock Partners
Minnesota
$46.3K +$46.3K +1,000 New
PS
37
Principal Securities
Iowa
$21.5K
Morgan Stanley
38
Morgan Stanley
New York
$13.4K -$13.4K -289 -50%
APC
39
Aspire Private Capital
North Carolina
$12.9K +$12.9K +279 New
Osaic Holdings
40
Osaic Holdings
Arizona
$12.7K -$95.5K -2,065 -88%
SS
41
Sunbelt Securities
Texas
$462 +$462 +10 New
OMC
42
Old Mission Capital
Illinois
-$818K -17,769 Closed
Goldman Sachs
43
Goldman Sachs
New York
-$462K -10,043 Closed
CA
44
Calton & Associates
Florida
-$237K -5,150 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$143K -3,112 Closed
US Bancorp
46
US Bancorp
Minnesota
-$67.3K -1,463 Closed
UBS Group
47
UBS Group
Switzerland
-$19.7K -429 Closed
Wells Fargo
48
Wells Fargo
California
-$6.86K -149 Closed