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iShares BB Rated Corporate Bond ETF
HYBB

53 hedge funds and large institutions have $345M invested in iShares BB Rated Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 56 → 53 (-3)

8.7% less ownership

Funds ownership: 80.1% → 71.4% (-8.7%)

13% less capital invested

Capital invested by funds: $399M → $345M (-$53M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$3.55M
2
LPL Financial
LPL Financial
California
+$809K
3
Bank of America
Bank of America
North Carolina
+$713K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$564K
5
Citadel Advisors
Citadel Advisors
Florida
+$439K

Top Sellers

Rank Fund Capital Flow
1
BEI
Benjamin Edwards Inc
Missouri
-$13.6M
2
Stifel Financial
Stifel Financial
Missouri
-$10.7M
3
Morgan Stanley
Morgan Stanley
New York
-$7.14M
4
Victory Capital Management
Victory Capital Management
Texas
-$6.23M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Hegarty Advisors
New York
$457K +$120K +2,552 +35%
Citadel Advisors
27
Citadel Advisors
Florida
$434K +$439K +9,339 New
FFA
28
Farther Finance Advisors
California
$419K -$245K -5,203 -37%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$414K -$2.53M -53,823 -86%
TAM
30
Tocqueville Asset Management
New York
$400K – – –
SSWM
31
Sheets Smith Wealth Management
North Carolina
$348K -$94K -2,000 -21%
ASN
32
Advisory Services Network
Georgia
$289K +$292K +6,212 New
RWA
33
Reicon Wealth Advisors
Georgia
$265K -$50K -1,063 -16%
P
34
&Partners
Tennessee
$256K -$13.7K -291 -5%
HNB
35
Huntington National Bank
Ohio
$249K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$215K +$217K +4,626 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$210K -$15.5K -329 -7%
IG
38
IFS Group
Pennsylvania
$207K +$209K +4,450 New
Osaic Holdings
39
Osaic Holdings
Arizona
$187K +$1.08K +23 +0.6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$68K +$59.4K +1,263 +661%
IA
41
IFP Advisors
Florida
$51.6K -$46.6K -992 -47%
HI
42
Harbour Investments
Wisconsin
$32.5K – – –
NSIM
43
North Star Investment Management
Illinois
$25.8K – – –
AWM
44
AE Wealth Management
Kansas
$23.8K – – –
1IA
45
1620 Investment Advisors
Massachusetts
$20.9K -$7.05K -150 -25%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$20.3K -$21.4K -456 -51%
CIAS
47
Capital Investment Advisory Services
North Carolina
$19.1K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$12.4K +$141 +3 +1%
KFP
49
Kerr Financial Planning
California
$12.3K +$235 +5 +2%
FPA
50
First Pacific Advisors
California
$6.6K -$6.77K -144 -50%
1
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HYBB Hedge Fund Activity: Q1 2026 in Review

53 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q1 2026, worth a combined $345M — down 13% from $399M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HYBB and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 15 added.

The largest buyer was Valmark Advisers, adding an estimated $3.55M. The largest seller was Benjamin Edwards Inc, cutting an estimated $13.6M.

  • 53 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q1 2026, down from 56 in Q4 2025.
  • Funds reported $345M of iShares BB Rated Corporate Bond ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 6 funds opened new iShares BB Rated Corporate Bond ETF positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q1 2026 was Valmark Advisers, an estimated $3.55M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q1 2026 was Benjamin Edwards Inc, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2026.