HYBB icon

iShares BB Rated Corporate Bond ETF
HYBB

Overview Fund Activity

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
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.72%
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
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$14.7M
2
RCM
RMR Capital Management
California
+$811K
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$759K
4
ACM
Andina Capital Management
Utah
+$710K
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$699K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$6.39M
2
BEI
Benjamin Edwards Inc
Missouri
-$3.61M
3
Jane Street
Jane Street
New York
-$2.52M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.28M
5
CIM
Confluence Investment Management
Missouri
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$634K +$147K +3,194 +30%
LTI
27
Laffer Tengler Investments
Tennessee
$620K +$53.5K +1,164 +9%
FFG
28
Fiduciary Financial Group
California
$547K +$83.9K +1,829 +18%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$529K -$46K -1,000 -8%
HFO
30
Heritage Family Offices
Arizona
$494K +$50.6K +1,101 +11%
TAM
31
Tocqueville Asset Management
New York
$396K – – –
P
32
&Partners
Tennessee
$369K +$129K +2,799 +54%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$311K -$179K -3,893 -37%
Mariner
34
Mariner
Kansas
$231K +$231K +5,032 New
PCIG
35
Partners Capital Investment Group
Massachusetts
$209K -$209K -4,551 -50%
IA
36
IFP Advisors
Florida
$161K – – –
Bank of America
37
Bank of America
North Carolina
$103K -$711K -15,448 -87%
Osaic Holdings
38
Osaic Holdings
Arizona
$69.5K +$27.9K +607 +67%
NP
39
NorthRock Partners
Minnesota
$46K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$40.2K +$40.2K +874 New
HI
41
Harbour Investments
Wisconsin
$32.2K -$49K -1,065 -60%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$30K -$12.5K -271 -29%
AWM
43
AE Wealth Management
Kansas
$23K +$23K +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 +$227 +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 +$46 +1 +0.3%
Wells Fargo
50
Wells Fargo
California
$12.2K +$12.2K +265 New
1
2
3