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iShares BB Rated Corporate Bond ETF

25 hedge funds and large institutions have $192M invested in iShares BB Rated Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
3
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$73.3M +$23.6M +547,299 +47%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$43.9M +$18.2M +423,690 +71%
APF
3
Alaska Permanent Fund
Alaska
$23.7M +$23.7M +550,000 New
CIM
4
Confluence Investment Management
Missouri
$22M +$8.3M +192,762 +60%
NA
5
Nottingham Advisors
New York
$10.2M +$144K +3,338 +1%
BEI
6
Benjamin Edwards Inc
Missouri
$3.75M +$837K +19,438 +29%
CB
7
Community Bank
New York
$2.8M +$646 +15 +0%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$2.8M -$44.8K -1,041 -2%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$1.88M
VWA
10
Visionary Wealth Advisors
Illinois
$1.63M +$769K +17,867 +89%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$1.44M +$34.3K +798 +2%
Jane Street
12
Jane Street
New York
$1.4M -$6.15M -142,967 -81%
HLOC
13
H.L. Ormond & Company
North Carolina
$1.11M +$409K +9,500 +59%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$740K +$364K +8,464 +97%
BFM
15
Boston Financial Management
Massachusetts
$541K -$901K -20,950 -62%
CFGS
16
Concourse Financial Group Securities
Alabama
$266K +$205K +4,759 +337%
HI
17
Harbour Investments
Wisconsin
$74K
UBS Group
18
UBS Group
Switzerland
$43K +$43K +997 New
Osaic Holdings
19
Osaic Holdings
Arizona
$25K +$261 +6 +1%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$22K
Morgan Stanley
21
Morgan Stanley
New York
$12K
Bank of America
22
Bank of America
North Carolina
$8K
Wells Fargo
23
Wells Fargo
California
$7K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$3K +$3K +80 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K