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iShares BB Rated Corporate Bond ETF

48 hedge funds and large institutions have $352M invested in iShares BB Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
17
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$716K -$176K -3,822 -20%
ZIG
27
Zuckerman Investment Group
Illinois
$611K +$70.5K +1,531 +13%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$576K
FFG
29
Fiduciary Financial Group
California
$466K +$466K +10,018 New
HFO
30
Heritage Family Offices
Arizona
$462K +$462K +10,029 New
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$462K +$462K +10,029 New
Victory Capital Management
32
Victory Capital Management
Texas
$460K
PCIG
33
Partners Capital Investment Group
Massachusetts
$419K +$210K +4,551 +100%
TAM
34
Tocqueville Asset Management
New York
$396K
Mariner
35
Mariner
Kansas
$289K -$75.6K -1,642 -21%
SCM
36
Steele Capital Management
Iowa
$230K
TSS
37
Two Sigma Securities
New York
$209K +$209K +4,551 New
WOSD
38
WFA of San Diego
California
$205K +$205K +4,455 New
IA
39
IFP Advisors
Florida
$161K -$13.8K -300 -8%
AWM
40
Avior Wealth Management
Nebraska
$101K
HI
41
Harbour Investments
Wisconsin
$81.2K
NS
42
NBC Securities
Alabama
$48K +$48K +1,046 New
NP
43
NorthRock Partners
Minnesota
$46K
Osaic Holdings
44
Osaic Holdings
Arizona
$26.2K +$13.5K +293 +107%
PS
45
Principal Securities
Iowa
$21.4K
ATPW
46
Ashton Thomas Private Wealth
Arizona
$20.7K +$20.7K +449 New
Morgan Stanley
47
Morgan Stanley
New York
$13.4K +$46 +1 +0.3%
SS
48
Sunbelt Securities
Texas
$460
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$618K -13,372 Closed
APC
50
Aspire Private Capital
North Carolina
-$12.9K -279 Closed