We are live on ! Find out more
HYBB icon

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

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $308M → $313M (+$5.47M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.02% less ownership

Funds ownership: 80.4%79.38% (-1%)

4% less funds holding

Funds holding: 5452 (-2)

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.7%
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
Change in
Stake
SSWM
26
Sheets Smith Wealth Management
North Carolina
$531K
SL
27
SWMG LLC
Texas
$527K -$632K -13,617 -54%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$505K +$194K +4,171 +62%
PCIG
29
Partners Capital Investment Group
Massachusetts
$421K +$211K +4,551 +100%
TAM
30
Tocqueville Asset Management
New York
$397K
P
31
&Partners
Tennessee
$366K -$2.51K -54 -0.7%
Mariner
32
Mariner
Kansas
$233K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$231K +$232K +5,000 New
Osaic Holdings
34
Osaic Holdings
Arizona
$159K +$89.5K +1,929 +128%
Bank of America
35
Bank of America
North Carolina
$140K +$36.7K +790 +35%
IA
36
IFP Advisors
Florida
$116K -$46.4K -1,000 -29%
NS
37
NBC Securities
Alabama
$63K +$64.1K +1,381 +138,100%
NP
38
NorthRock Partners
Minnesota
$46.2K
UBS Group
39
UBS Group
Switzerland
$40K +$40.2K +866 New
Wells Fargo
40
Wells Fargo
California
$32.6K +$20.5K +441 +166%
HI
41
Harbour Investments
Wisconsin
$32.3K
NSIM
42
North Star Investment Management
Illinois
$25.6K +$25.7K +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 +$93 +2 +0.5%
CIAS
47
Capital Investment Advisory Services
North Carolina
$19K +$19.1K +411 New
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$14.8K -$1.07K -23 -7%
Morgan Stanley
49
Morgan Stanley
New York
$13.4K -$93 -2 -0.7%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$12K -$17.7K -382 -59%

HYBB Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q1 2025, worth a combined $313M — up 1.8% from $308M a quarter earlier.

Fund positioning in HYBB was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 21 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.45M. The largest seller was Jane Street, exiting entirely with an estimated $949K sold.

  • 52 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $313M of iShares BB Rated Corporate Bond ETF stock for Q1 2025, up 1.8% quarter-over-quarter.
  • 4 funds opened new iShares BB Rated Corporate Bond ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $2.45M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $949K sold.

Based on aggregated 13F filings for Q1 2025.