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iShares BB Rated Corporate Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $315M invested in iShares BB Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$80.2M
2
Jane Street
Jane Street
New York
+$1.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.28M
4
FFA
Farther Finance Advisors
California
+$1.16M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$966K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$24.6M
2
CIM
Confluence Investment Management
Missouri
-$7.4M
3
CWS
Confluence Wealth Services
Pennsylvania
-$1.26M
4
CM
Columbus Macro
Pennsylvania
-$883K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
26
Sheets Smith Wealth Management
North Carolina
$591K -$994 -21 -0.2%
LTI
27
Laffer Tengler Investments
Tennessee
$583K -$174K -3,681 -23%
CWS
28
Confluence Wealth Services
Pennsylvania
$566K -$1.26M -26,680 -69%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$504K +$504K +10,651 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$501K +$501K +10,589 New
Victory Capital Management
31
Victory Capital Management
Texas
$474K – – –
FFG
32
Fiduciary Financial Group
California
$472K +$3.37K +72 +0.7%
HFO
33
Heritage Family Offices
Arizona
$456K -$18.9K -399 -4%
PCIG
34
Partners Capital Investment Group
Massachusetts
$431K – – –
TAM
35
Tocqueville Asset Management
New York
$407K – – –
P
36
&Partners
Tennessee
$245K +$245K +5,176 New
WOSD
37
WFA of San Diego
California
$223K +$12.5K +264 +6%
IA
38
IFP Advisors
Florida
$166K – – –
HI
39
Harbour Investments
Wisconsin
$83.6K – – –
NS
40
NBC Securities
Alabama
$49K – – –
NP
41
NorthRock Partners
Minnesota
$47.4K – – –
CTC
42
Central Trust Company
Missouri
$46.1K +$46.1K +974 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$44K +$44K +920 New
Osaic Holdings
44
Osaic Holdings
Arizona
$42.8K +$15.9K +335 +59%
PS
45
Principal Securities
Iowa
$22K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +435 New
AA
47
Ancora Advisors
Ohio
$20.7K +$20.7K +438 New
Morgan Stanley
48
Morgan Stanley
New York
$13.7K – – –
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.5K +$10.5K +222 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.75K +$2.75K +58 New
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