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iShares BB Rated Corporate Bond ETF

53 hedge funds and large institutions have $123M invested in iShares BB Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21.81% less ownership

Funds ownership: 79.38%57.57% (-22%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

61% less capital invested

Capital invested by funds: $313M → $123M (-$190M)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% 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
7
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
26
SWMG LLC
Texas
$450K -$84.4K -1,834 -16%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$446K -$92K -2,000 -17%
TAM
28
Tocqueville Asset Management
New York
$404K
HNB
29
Huntington National Bank
Ohio
$251K
Mariner
30
Mariner
Kansas
$226K -$10.3K -223 -4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$209K -$346K -7,515 -63%
ZF
32
Zhang Financial
Michigan
$203K +$199K +4,314 New
AI
33
Atria Investments
North Carolina
$201K -$1.71M -37,092 -90%
Osaic Holdings
34
Osaic Holdings
Arizona
$170K +$7.92K +172 +5%
Bank of America
35
Bank of America
North Carolina
$159K +$17K +369 +12%
NS
36
NBC Securities
Alabama
$64K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$56K +$42.1K +916 +343%
IA
38
IFP Advisors
Florida
$47K -$69K -1,500 -60%
Wells Fargo
39
Wells Fargo
California
$33.2K
HI
40
Harbour Investments
Wisconsin
$32.9K
NSIM
41
North Star Investment Management
Illinois
$26K
AWM
42
AE Wealth Management
Kansas
$23.5K
PS
43
Principal Securities
Iowa
$21.9K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$21K +$276 +6 +1%
AA
45
Ancora Advisors
Ohio
$20.6K
CIAS
46
Capital Investment Advisory Services
North Carolina
$19.3K
Morgan Stanley
47
Morgan Stanley
New York
$18.7K +$5.02K +109 +38%
LWMI
48
Legacy Wealth Management (Idaho)
Idaho
$15K
LIS
49
Legacy Investment Solutions
Idaho
$15K +$14.7K +320 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$12.2K +$11.9K +259 New

HYBB Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2025, worth a combined $123M — down 61% from $313M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYBB positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Bank Julius Baer & Co, adding an estimated $4.48M. The largest seller was Stifel Financial, cutting an estimated $88.3M.

  • 53 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $123M of iShares BB Rated Corporate Bond ETF stock for Q2 2025, down 61% quarter-over-quarter.
  • 7 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2025 was Bank Julius Baer & Co, an estimated $4.48M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2025 was Stifel Financial, an estimated $88.3M sold.

Based on aggregated 13F filings for Q2 2025.