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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

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $142M → $192M (+$49.2M)

0% more funds holding

Funds holding: 2525 (0)

4.53% less ownership

Funds ownership: 91.78%87.25% (-4.5%)

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
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$73.3M +$24.8M +547,299 +47%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$43.9M +$19.2M +423,690 +71%
APF
3
Alaska Permanent Fund
Alaska
$23.7M +$25M +550,000 New
CIM
4
Confluence Investment Management
Missouri
$22M +$8.75M +192,762 +60%
NA
5
Nottingham Advisors
New York
$10.2M +$151K +3,338 +1%
BEI
6
Benjamin Edwards Inc
Missouri
$3.75M +$882K +19,438 +29%
CB
7
Community Bank
New York
$2.8M +$681 +15 +0%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$2.79M -$47.2K -1,041 -2%
MERSOM
9
Municipal Employees' Retirement System of Michigan
Michigan
$1.88M
VWA
10
Visionary Wealth Advisors
Illinois
$1.63M +$811K +17,867 +89%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$1.44M +$36.2K +798 +2%
Jane Street
12
Jane Street
New York
$1.4M -$6.49M -142,967 -81%
HLOC
13
H.L. Ormond & Company
North Carolina
$1.11M +$431K +9,500 +59%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$740K +$384K +8,464 +97%
BFM
15
Boston Financial Management
Massachusetts
$541K -$951K -20,950 -62%
CFGS
16
Concourse Financial Group Securities
Alabama
$266K +$216K +4,759 +337%
HI
17
Harbour Investments
Wisconsin
$74K
UBS Group
18
UBS Group
Switzerland
$43K +$45.2K +997 New
Osaic Holdings
19
Osaic Holdings
Arizona
$25K +$272 +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 +$3.63K +80 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1K

HYBB Hedge Fund Activity: Q3 2022 in Review

25 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q3 2022, worth a combined $192M — up 35% from $142M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HYBB positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Alaska Permanent Fund, opening a new position worth an estimated $25M. The largest seller was Jane Street, cutting an estimated $6.49M.

  • 25 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $192M of iShares BB Rated Corporate Bond ETF stock for Q3 2022, up 35% quarter-over-quarter.
  • 3 funds opened new iShares BB Rated Corporate Bond ETF positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q3 2022 was Alaska Permanent Fund, an estimated $25M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q3 2022 was Jane Street, an estimated $6.49M sold.

Based on aggregated 13F filings for Q3 2022.