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iShares BB Rated Corporate Bond ETF

21 hedge funds and large institutions have $68.8M invested in iShares BB Rated Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

24% more funds holding

Funds holding: 1721 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.33% less ownership

Funds ownership: 77.11%71.78% (-5.3%)

19% less capital invested

Capital invested by funds: $84.8M → $68.8M (-$15.9M)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RH
1
RenaissanceRe Holdings
Bermuda
$20.7M
NA
2
Nottingham Advisors
New York
$17M -$4.12M -79,382 -19%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$12.5M -$138K -2,660 -1%
LPL Financial
4
LPL Financial
California
$4.91M +$361K +6,967 +8%
BFM
5
Boston Financial Management
Massachusetts
$3.19M +$1.75M +33,651 +121%
Jane Street
6
Jane Street
New York
$2.6M +$632K +12,190 +32%
CB
7
Community Bank
New York
$2.29M -$778 -15 -0%
SSWM
8
Sheets Smith Wealth Management
North Carolina
$1.5M +$1.5M +28,868 New
FTUS
9
Flow Traders U.S.
New York
$1.23M -$734K -14,148 -37%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$748K +$16.2K +313 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$747K +$20K +386 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$654K +$654K +12,613 New
RJA
13
Raymond James & Associates
Florida
$476K +$22.4K +432 +5%
NFG
14
Next Financial Group
Texas
$107K +$19.4K +374 +22%
CFGS
15
Concourse Financial Group Securities
Alabama
$75K +$1.56K +30 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$29K +$28.9K +557 New
Bank of America
17
Bank of America
North Carolina
$10K +$9.86K +190 New
UFF
18
USA Financial Formulas
Michigan
$8K +$7.78K +150 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2K
UBS Group
20
UBS Group
Switzerland
$1K +$726 +14 New
BlackRock
21
BlackRock
New York
-$15.3M -291,250 Closed
GRP
22
Global Retirement Partners
California
-$35K -671 Closed

HYBB Hedge Fund Activity: Q4 2021 in Review

21 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2021, worth a combined $68.8M — down 19% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HYBB positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Boston Financial Management, adding an estimated $1.75M. The largest seller was BlackRock, exiting entirely with an estimated $15.3M sold.

  • 21 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2021, up from 17 in Q3 2021.
  • Funds reported $68.8M of iShares BB Rated Corporate Bond ETF stock for Q4 2021, down 19% quarter-over-quarter.
  • 6 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2021 and 2 closed out, a net change of +4 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2021 was Boston Financial Management, an estimated $1.75M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q4 2021 was BlackRock, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2021.