iShares BB Rated Corporate Bond ETF
HYBB
51 hedge funds and large institutions have $315M invested in iShares BB Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
6% more funds holding
Funds holding: 48 → 51 (+3)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
5.71% less ownership
Funds ownership: 88.54% → 82.83% (-5.7%)
10% less capital invested
Capital invested by funds: $352M → $315M (-$36.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$79M |
| 2 |
Jane Street
New York
|
+$1.57M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.28M |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.15M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$24.3M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$7.29M |
| 3 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
-$1.24M |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$883K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$828K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
51
Sunbelt Securities
Houston,
Texas
| $474 | – | – | – |
|
|
CM
52
Columbus Macro
New Castle,
Pennsylvania
| – | -$883K | -19,163 | Closed |
|
53
Mariner
Overland Park,
Kansas
| – | -$289K | -6,275 | Closed |
|
|
SCM
54
Steele Capital Management
Dubuque,
Iowa
| – | -$230K | -5,000 | Closed |
|
|
TSS
55
Two Sigma Securities
New York
| – | -$209K | -4,551 | Closed |
|
|
AWM
56
Avior Wealth Management
Omaha,
Nebraska
| – | -$101K | -2,200 | Closed |
|
|
ATPW
57
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$20.7K | -449 | Closed |
|
HYBB Hedge Fund Activity: Q3 2024 in Review
51 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q3 2024, worth a combined $315M — down 10% from $352M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HYBB positions and 6 closed out — a net gain of 5 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Benjamin Edwards Inc, adding an estimated $79M. The largest seller was Stifel Financial, cutting an estimated $24.3M.
- 51 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q3 2024, up from 48 in Q2 2024.
- Funds reported $315M of iShares BB Rated Corporate Bond ETF stock for Q3 2024, down 10% quarter-over-quarter.
- 11 funds opened new iShares BB Rated Corporate Bond ETF positions in Q3 2024 and 6 closed out, a net change of +5 holders.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $79M added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q3 2024 was Stifel Financial, an estimated $24.3M sold.
Based on aggregated 13F filings for Q3 2024.