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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
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
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$51.2M +$51.2M +1,156,093 New
BFEC
2
Benjamin F. Edwards & Company
Missouri
$26.3M +$26.3M +595,236 New
SPF
3
Steven Patrick Farmer
$14.1M +$14.1M +318,693 New
CIM
4
Confluence Investment Management
Missouri
$14.1M +$14.1M +318,693 New
NA
5
Nottingham Advisors
New York
$10.4M -$5.62M -125,495 -35%
Jane Street
6
Jane Street
New York
$7.77M +$5.24M +118,432 +207%
BEI
7
Benjamin Edwards Inc
Missouri
$3M +$3M +67,667 New
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$2.92M +$2.92M +65,979 New
CB
9
Community Bank
New York
$2.88M -$150K -3,380 -5%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.94M -$8.44M -190,755 -81%
FTUS
11
Flow Traders U.S.
New York
$1.9M +$970K +21,908 +104%
BFM
12
Boston Financial Management
Massachusetts
$1.48M -$3.49M -78,909 -70%
SSWM
13
Sheets Smith Wealth Management
North Carolina
$1.45M -$38.8K -876 -3%
VWA
14
Visionary Wealth Advisors
Illinois
$886K +$886K +20,024 New
HLOC
15
H.L. Ormond & Company
North Carolina
$718K +$718K +16,225 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$659K +$2.26K +51 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$387K +$387K +8,735 New
HI
18
Harbour Investments
Wisconsin
$74K +$74K +1,682 New
CFGS
19
Concourse Financial Group Securities
Alabama
$62K -$1.93K -44 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$25K +$9.24K +210 +59%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$22K
Morgan Stanley
22
Morgan Stanley
New York
$13K +$12.9K +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