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iShares BB Rated Corporate Bond ETF

16 hedge funds and large institutions have $44.2M invested in iShares BB Rated Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

11.1% less ownership

Funds ownership: 71.78%60.69% (-11%)

24% less funds holding

Funds holding: 2116 (-5)

36% less capital invested

Capital invested by funds: $68.8M → $44.2M (-$24.6M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
16
Holders Change
-5
Holders Change %
-23.81%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
Nottingham Advisors
New York
$17.3M +$1.43M +28,788 +9%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$11.4M -$355K -7,157 -3%
BFM
3
Boston Financial Management
Massachusetts
$5.47M +$2.53M +50,927 +83%
CB
4
Community Bank
New York
$3.33M +$1.21M +24,410 +55%
Jane Street
5
Jane Street
New York
$2.78M +$352K +7,090 +14%
SSWM
6
Sheets Smith Wealth Management
North Carolina
$1.64M +$234K +4,714 +16%
FTUS
7
Flow Traders U.S.
New York
$1.02M -$139K -2,800 -12%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$723K +$20.9K +421 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$413K -$205K -4,127 -33%
CFGS
10
Concourse Financial Group Securities
Alabama
$71K
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$25K -$2.53K -51 -9%
Osaic Holdings
12
Osaic Holdings
Arizona
$17K +$17.8K +358 New
Bank of America
13
Bank of America
North Carolina
$9K
Wells Fargo
14
Wells Fargo
California
$8K +$7.69K +155 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2K
RH
16
RenaissanceRe Holdings
Bermuda
-$20.7M -400,000 Closed
LPL Financial
17
LPL Financial
California
-$4.91M -94,645 Closed
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
-$747K -14,405 Closed
RJA
19
Raymond James & Associates
Florida
-$476K -9,183 Closed
UFF
20
USA Financial Formulas
Michigan
-$8K -150 Closed
UBS Group
21
UBS Group
Switzerland
-$1K -14 Closed

HYBB Hedge Fund Activity: Q1 2022 in Review

16 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q1 2022, worth a combined $44.2M — down 36% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HYBB and 2 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Boston Financial Management, adding an estimated $2.53M. The largest seller was RenaissanceRe Holdings, exiting entirely with an estimated $20.7M sold.

  • 16 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q1 2022, down from 21 in Q4 2021.
  • Funds reported $44.2M of iShares BB Rated Corporate Bond ETF stock for Q1 2022, down 36% quarter-over-quarter.
  • 2 funds opened new iShares BB Rated Corporate Bond ETF positions in Q1 2022 and 6 closed out, a net change of -4 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q1 2022 was Boston Financial Management, an estimated $2.53M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q1 2022 was RenaissanceRe Holdings, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2022.