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iShares BB Rated Corporate Bond ETF

52 hedge funds and large institutions have $313M invested in iShares BB Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% 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
4
Increased
21
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
26
Sheets Smith Wealth Management
North Carolina
$531K
SL
27
SWMG LLC
Texas
$527K -$627K -13,617 -54%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$505K +$193K +4,171 +62%
PCIG
29
Partners Capital Investment Group
Massachusetts
$421K +$210K +4,551 +100%
TAM
30
Tocqueville Asset Management
New York
$397K
P
31
&Partners
Tennessee
$366K -$2.5K -54 -0.7%
Mariner
32
Mariner
Kansas
$233K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$231K +$231K +5,000 New
Osaic Holdings
34
Osaic Holdings
Arizona
$159K +$89.2K +1,929 +128%
Bank of America
35
Bank of America
North Carolina
$140K +$36.5K +790 +35%
IA
36
IFP Advisors
Florida
$116K -$46.2K -1,000 -29%
NS
37
NBC Securities
Alabama
$63K +$63K +1,381 +138,100%
NP
38
NorthRock Partners
Minnesota
$46.2K
UBS Group
39
UBS Group
Switzerland
$40K +$40K +866 New
Wells Fargo
40
Wells Fargo
California
$32.6K +$20.4K +441 +166%
HI
41
Harbour Investments
Wisconsin
$32.3K
NSIM
42
North Star Investment Management
Illinois
$25.6K +$25.6K +554 New
AWM
43
AE Wealth Management
Kansas
$23.1K
PS
44
Principal Securities
Iowa
$21.4K
AA
45
Ancora Advisors
Ohio
$20.2K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$20K +$90 +2 +0.5%
CIAS
47
Capital Investment Advisory Services
North Carolina
$19K +$19K +411 New
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$14.8K -$1.06K -23 -7%
Morgan Stanley
49
Morgan Stanley
New York
$13.4K -$92 -2 -0.7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$12K -$17.2K -382 -59%