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iShares BB Rated Corporate Bond ETF
HYBB

56 hedge funds and large institutions have $399M invested in iShares BB Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

112% more capital invested

Capital invested by funds: $188M → $399M (+$211M)

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

14.02% more ownership

Funds ownership: 66.08% → 80.1% (+14%)

10% more funds holding

Funds holding: 51 → 56 (+5)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
+$101M
2
VA
Valmark Advisers
Ohio
+$68.6M
3
Stifel Financial
Stifel Financial
Missouri
+$20.5M
4
BEI
Benjamin Edwards Inc
Missouri
+$16.5M
5
CIM
Confluence Investment Management
Missouri
+$7.66M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$1.82M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$801K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$362K
5
Victory Capital Management
Victory Capital Management
Texas
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
Farther Finance Advisors
California
$671K -$37.7K -800 -5%
FFG
27
Fiduciary Financial Group
California
$597K – – –
CC
28
Commons Capital
Massachusetts
$585K +$585K +12,420 New
Raymond James Financial
29
Raymond James Financial
Florida
$539K +$1.46K +31 +0.3%
Comerica Bank
30
Comerica Bank
Texas
$539K +$244K +5,173 +83%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$447K – – –
Mariner
32
Mariner
Kansas
$440K +$209K +4,437 +91%
TAM
33
Tocqueville Asset Management
New York
$405K – – –
HA
34
Hegarty Advisors
New York
$343K +$343K +7,277 New
RWA
35
Reicon Wealth Advisors
Georgia
$319K +$318K +6,761 New
P
36
&Partners
Tennessee
$273K +$273K +5,793 New
ZF
37
Zhang Financial
Michigan
$264K -$40K -850 -13%
HNB
38
Huntington National Bank
Ohio
$252K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$228K +$228K +4,837 New
Osaic Holdings
40
Osaic Holdings
Arizona
$188K +$20.7K +440 +12%
IA
41
IFP Advisors
Florida
$99K +$37.8K +803 +62%
NS
42
NBC Securities
Alabama
$65.1K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$42K +$13.1K +278 +45%
HI
44
Harbour Investments
Wisconsin
$33K – – –
1IA
45
1620 Investment Advisors
Massachusetts
$28.3K -$6.12K -130 -18%
NSIM
46
North Star Investment Management
Illinois
$26.1K – – –
AWM
47
AE Wealth Management
Kansas
$24.1K +$565 +12 +2%
GRP
48
Global Retirement Partners
California
$23.6K – – –
CIAS
49
Capital Investment Advisory Services
North Carolina
$19.4K – – –
FPA
50
First Pacific Advisors
California
$13.5K +$13.5K +286 New
1
2
3

HYBB Hedge Fund Activity: Q4 2025 in Review

56 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2025, worth a combined $399M — up 112% from $188M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYBB positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Ohio Public Employees Retirement System (OPERS), opening a new position worth an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $5M.

  • 56 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $399M of iShares BB Rated Corporate Bond ETF stock for Q4 2025, up 112% quarter-over-quarter.
  • 9 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2025 and 4 closed out, a net change of +5 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2025 was Ohio Public Employees Retirement System (OPERS), an estimated $101M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q4 2025 was Morgan Stanley, an estimated $5M sold.

Based on aggregated 13F filings for Q4 2025.