iShares BB Rated Corporate Bond ETF
HYBB
54 hedge funds and large institutions have $308M invested in iShares BB Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
6% more funds holding
Funds holding: 51 → 54 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $315M → $308M (-$7.45M)
2.43% less ownership
Funds ownership: 82.83% → 80.4% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$14.9M |
| 2 |
RCM
RMR Capital Management
Tustin,
California
|
+$821K |
| 3 |
ACM
Andina Capital Management
Lehi,
Utah
|
+$719K |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$708K |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$6.47M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$3.65M |
| 3 |
Jane Street
New York
|
-$2.55M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.28M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
51
Sunbelt Securities
Houston,
Texas
| $460 | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $368 | -$2.33K | -50 | -86% |
|
|
CCMI
53
Creative Capital Management Investments
San Diego,
California
| $184 | +$186 | +4 | New |
|
|
NS
54
NBC Securities
Birmingham,
Alabama
| $48 | -$48.7K | -1,045 | -100% |
|
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.28M | -27,340 | Closed |
|
|
CWS
56
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$566K | -11,950 | Closed |
|
|
CTC
57
Central Trust Company
Jefferson City,
Missouri
| – | -$46.1K | -974 | Closed |
|
|
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$10.5K | -222 | Closed |
|
HYBB Hedge Fund Activity: Q4 2024 in Review
54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2024, worth a combined $308M — down 2.4% from $315M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYBB positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $14.9M. The largest seller was Stifel Financial, cutting an estimated $6.47M.
- 54 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2024, up from 51 in Q3 2024.
- Funds reported $308M of iShares BB Rated Corporate Bond ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
- 8 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2024 was Victory Capital Management, an estimated $14.9M added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q4 2024 was Stifel Financial, an estimated $6.47M sold.
Based on aggregated 13F filings for Q4 2024.