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iShares BB Rated Corporate Bond ETF

54 hedge funds and large institutions have $308M invested in iShares BB Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

6% more funds holding

Funds holding: 5154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $315M → $308M (-$7.45M)

2.43% less ownership

Funds ownership: 82.83%80.4% (-2.4%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
21
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$634K +$149K +3,194 +30%
LTI
27
Laffer Tengler Investments
Tennessee
$620K +$54.2K +1,164 +9%
FFG
28
Fiduciary Financial Group
California
$547K +$85.2K +1,829 +18%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$529K -$46.6K -1,000 -8%
HFO
30
Heritage Family Offices
Arizona
$494K +$51.3K +1,101 +11%
TAM
31
Tocqueville Asset Management
New York
$396K
P
32
&Partners
Tennessee
$369K +$130K +2,799 +54%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$311K -$181K -3,893 -37%
Mariner
34
Mariner
Kansas
$231K +$234K +5,032 New
PCIG
35
Partners Capital Investment Group
Massachusetts
$209K -$212K -4,551 -50%
IA
36
IFP Advisors
Florida
$161K
Bank of America
37
Bank of America
North Carolina
$103K -$720K -15,448 -87%
Osaic Holdings
38
Osaic Holdings
Arizona
$69.5K +$28.3K +607 +67%
NP
39
NorthRock Partners
Minnesota
$46K
JP Morgan Chase
40
JP Morgan Chase
New York
$40.2K +$40.7K +874 New
HI
41
Harbour Investments
Wisconsin
$32.2K -$49.6K -1,065 -60%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$30K -$12.6K -271 -29%
AWM
43
AE Wealth Management
Kansas
$23K +$23.2K +499 New
PS
44
Principal Securities
Iowa
$21.4K
AA
45
Ancora Advisors
Ohio
$20.1K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$20K +$233 +5 +1%
LIS
47
Legacy Investment Solutions
Idaho
$16K +$16K +343 New
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$16K +$16K +343 New
Morgan Stanley
49
Morgan Stanley
New York
$13.4K +$47 +1 +0.3%
Wells Fargo
50
Wells Fargo
California
$12.2K +$12.3K +265 New

HYBB Hedge Fund Activity: Q4 2024 in Review

54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2024, worth a combined $308M — down 2.4% from $315M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYBB positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $14.9M. The largest seller was Stifel Financial, cutting an estimated $6.47M.

  • 54 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $308M of iShares BB Rated Corporate Bond ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 8 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2024 was Victory Capital Management, an estimated $14.9M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q4 2024 was Stifel Financial, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2024.