iShares BB Rated Corporate Bond ETF
HYBB
53 hedge funds and large institutions have $123M invested in iShares BB Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 52 → 53 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21.81% less ownership
Funds ownership: 79.38% → 57.57% (-22%)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
61% less capital invested
Capital invested by funds: $313M → $123M (-$190M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$4.48M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$505K |
| 3 |
ZF
Zhang Financial
Portage,
Michigan
|
+$199K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$69.9K |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
+$63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$88.3M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$69.6M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$31M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.02M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $9.31K | -$30.7K | -668 | -77% |
|
52
Fidelity Investments
Boston,
Massachusetts
| $658 | -$368 | -8 | -36% |
|
|
SS
53
Sunbelt Securities
Houston,
Texas
| $460 | +$460 | +10 | New |
|
|
CCMI
54
Creative Capital Management Investments
San Diego,
California
| $188 | – | – | – |
|
|
VWA
55
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$2.02M | -43,809 | Closed |
|
56
Comerica Bank
Dallas,
Texas
| – | -$740K | -16,024 | Closed |
|
|
PCIG
57
Partners Capital Investment Group
Boston,
Massachusetts
| – | -$421K | -9,102 | Closed |
|
|
P
58
&Partners
Nashville,
Tennessee
| – | -$366K | -7,921 | Closed |
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$231K | -5,000 | Closed |
|
|
NP
60
NorthRock Partners
Minneapolis,
Minnesota
| – | -$46.2K | -1,000 | Closed |
|
HYBB Hedge Fund Activity: Q2 2025 in Review
53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2025, worth a combined $123M — down 61% from $313M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HYBB positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 19 trimmed.
The largest buyer was Bank Julius Baer & Co, adding an estimated $4.48M. The largest seller was Stifel Financial, cutting an estimated $88.3M.
- 53 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2025, up from 52 in Q1 2025.
- Funds reported $123M of iShares BB Rated Corporate Bond ETF stock for Q2 2025, down 61% quarter-over-quarter.
- 7 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +1 holder.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2025 was Bank Julius Baer & Co, an estimated $4.48M added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q2 2025 was Stifel Financial, an estimated $88.3M sold.
Based on aggregated 13F filings for Q2 2025.