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iShares BB Rated Corporate Bond ETF

25 hedge funds and large institutions have $142M invested in iShares BB Rated Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

222% more capital invested

Capital invested by funds: $44.2M → $142M (+$98.1M)

56% more funds holding

Funds holding: 1625 (+9)

31.09% more ownership

Funds ownership: 60.69%91.78% (+31%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$51.2M +$53.6M +1,156,093 New
BFEC
2
Benjamin F. Edwards & Company
Missouri
$26.3M +$27.6M +595,236 New
CIM
3
Confluence Investment Management
Missouri
$14.1M +$14.8M +318,693 New
SPF
4
Steven Patrick Farmer
$14.1M +$14.8M +318,693 New
NA
5
Nottingham Advisors
New York
$10.4M -$5.82M -125,495 -35%
Jane Street
6
Jane Street
New York
$7.77M +$5.49M +118,432 +207%
BEI
7
Benjamin Edwards Inc
Missouri
$3M +$3.14M +67,667 New
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$2.92M +$3.06M +65,979 New
CB
9
Community Bank
New York
$2.88M -$157K -3,380 -5%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.94M -$8.84M -190,755 -81%
FTUS
11
Flow Traders U.S.
New York
$1.9M +$1.02M +21,908 +104%
BFM
12
Boston Financial Management
Massachusetts
$1.48M -$3.66M -78,909 -70%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$1.45M -$40.6K -876 -3%
VWA
14
Visionary Wealth Advisors
Illinois
$886K +$928K +20,024 New
HLOC
15
H.L. Ormond & Company
North Carolina
$718K +$752K +16,225 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$659K +$2.36K +51 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$387K +$405K +8,735 New
HI
18
Harbour Investments
Wisconsin
$74K +$77.9K +1,682 New
CFGS
19
Concourse Financial Group Securities
Alabama
$62K -$2.04K -44 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$25K +$9.73K +210 +59%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$22K
Morgan Stanley
22
Morgan Stanley
New York
$13K +$13.4K +289 +14,450%
Bank of America
23
Bank of America
North Carolina
$8K
Wells Fargo
24
Wells Fargo
California
$7K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2K

HYBB Hedge Fund Activity: Q2 2022 in Review

25 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2022, worth a combined $142M — up 222% from $44.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYBB positions and 1 closed out — a net gain of 9 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $53.6M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $8.84M.

  • 25 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2022, up from 16 in Q1 2022.
  • Funds reported $142M of iShares BB Rated Corporate Bond ETF stock for Q2 2022, up 222% quarter-over-quarter.
  • 10 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2022 and 1 closed out, a net change of +9 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2022 was Stifel Financial, an estimated $53.6M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2022 was Municipal Employees' Retirement System of Michigan, an estimated $8.84M sold.

Based on aggregated 13F filings for Q2 2022.