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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

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

17% more funds holding

Funds holding: 4148 (+7)

9% more capital invested

Capital invested by funds: $322M → $352M (+$30.3M)

1.49% more ownership

Funds ownership: 87.05%88.54% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.69%
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
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$716K -$175K -3,822 -20%
ZIG
27
Zuckerman Investment Group
Illinois
$611K +$70.1K +1,531 +13%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$576K
FFG
29
Fiduciary Financial Group
California
$466K +$459K +10,018 New
HFO
30
Heritage Family Offices
Arizona
$462K +$459K +10,029 New
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$462K +$459K +10,029 New
Victory Capital Management
32
Victory Capital Management
Texas
$460K
PCIG
33
Partners Capital Investment Group
Massachusetts
$419K +$208K +4,551 +100%
TAM
34
Tocqueville Asset Management
New York
$396K
Mariner
35
Mariner
Kansas
$289K -$75.2K -1,642 -21%
SCM
36
Steele Capital Management
Iowa
$230K
TSS
37
Two Sigma Securities
New York
$209K +$208K +4,551 New
WOSD
38
WFA of San Diego
California
$205K +$204K +4,455 New
IA
39
IFP Advisors
Florida
$161K -$13.7K -300 -8%
AWM
40
Avior Wealth Management
Nebraska
$101K
HI
41
Harbour Investments
Wisconsin
$81.2K
NS
42
NBC Securities
Alabama
$48K +$47.9K +1,046 New
NP
43
NorthRock Partners
Minnesota
$46K
Osaic Holdings
44
Osaic Holdings
Arizona
$26.2K +$13.4K +293 +107%
PS
45
Principal Securities
Iowa
$21.4K
ATPW
46
Ashton Thomas Private Wealth
Arizona
$20.7K +$20.6K +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

HYBB Hedge Fund Activity: Q2 2024 in Review

48 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2024, worth a combined $352M — up 9.4% from $322M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYBB positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $9.13M. The largest seller was Janney Montgomery Scott, cutting an estimated $2.02M.

  • 48 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $352M of iShares BB Rated Corporate Bond ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 11 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +9 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2024 was Benjamin F. Edwards & Company, an estimated $9.13M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.