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iShares BB Rated Corporate Bond ETF
HYBB

51 hedge funds and large institutions have $188M invested in iShares BB Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

52% more capital invested

Capital invested by funds: $123M → $188M (+$64.6M)

8.5% more ownership

Funds ownership: 57.57% → 66.08% (+8.5%)

4% less funds holding

Funds holding: 53 → 51 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
25
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$28.6M
2
Morgan Stanley
Morgan Stanley
New York
+$25.6M
3
BEI
Benjamin Edwards Inc
Missouri
+$19.8M
4
CIM
Confluence Investment Management
Missouri
+$8.96M
5
FPAS
Focus Partners Advisor Solutions
Missouri
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
APF
Alaska Permanent Fund
Alaska
-$25.7M
2
HPC
HM Payson & Co
Maine
-$913K
3
SL
SWMG LLC
Texas
-$450K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$239K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$540K +$20.1K +429 +4%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$449K – – –
TAM
28
Tocqueville Asset Management
New York
$407K – – –
ZF
29
Zhang Financial
Michigan
$305K +$101K +2,142 +50%
Comerica Bank
30
Comerica Bank
Texas
$296K +$294K +6,260 New
HNB
31
Huntington National Bank
Ohio
$253K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$236K +$234K +4,985 New
Mariner
33
Mariner
Kansas
$232K +$4.27K +91 +2%
Jane Street
34
Jane Street
New York
$208K +$207K +4,406 New
Osaic Holdings
35
Osaic Holdings
Arizona
$168K -$2.82K -60 -2%
NS
36
NBC Securities
Alabama
$65.4K – – –
IA
37
IFP Advisors
Florida
$61.4K +$14K +298 +30%
1IA
38
1620 Investment Advisors
Massachusetts
$34.5K +$34.3K +730 New
HI
39
Harbour Investments
Wisconsin
$33.1K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$29K +$7.79K +166 +37%
NSIM
41
North Star Investment Management
Illinois
$26.2K – – –
GRP
42
Global Retirement Partners
California
$23.7K +$23.5K +500 New
AWM
43
AE Wealth Management
Kansas
$23.6K – – –
PS
44
Principal Securities
Iowa
$22K – – –
CIAS
45
Capital Investment Advisory Services
North Carolina
$19.4K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$13K -$43K -916 -77%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$12.3K +$47 +1 +0.4%
KFP
48
Kerr Financial Planning
California
$12K +$12K +256 New
ASN
49
Advisory Services Network
Georgia
$5.34K +$5.3K +113 New
Wells Fargo
50
Wells Fargo
California
$5.11K -$28.1K -598 -85%
1
2
3

HYBB Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q3 2025, worth a combined $188M — up 52% from $123M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYBB and 8 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 25 added.

The largest buyer was Stifel Financial, adding an estimated $28.6M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $25.7M sold.

  • 51 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q3 2025, down from 53 in Q2 2025.
  • Funds reported $188M of iShares BB Rated Corporate Bond ETF stock for Q3 2025, up 52% quarter-over-quarter.
  • 8 funds opened new iShares BB Rated Corporate Bond ETF positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q3 2025 was Stifel Financial, an estimated $28.6M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q3 2025 was Alaska Permanent Fund, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2025.