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iShares BB Rated Corporate Bond ETF

33 hedge funds and large institutions have $345M invested in iShares BB Rated Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
12
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$124M +$48.4M +1,089,275 +64%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$82.6M +$37.3M +841,035 +83%
CIM
3
Confluence Investment Management
Missouri
$40.7M +$18M +405,758 +79%
BlackRock
4
BlackRock
New York
$24.6M +$24.6M +555,000 New
APF
5
Alaska Permanent Fund
Alaska
$24.4M
NA
6
Nottingham Advisors
New York
$10.3M -$148K -3,333 -1%
VWA
7
Visionary Wealth Advisors
Illinois
$8.33M +$6.65M +149,794 +395%
BEI
8
Benjamin Edwards Inc
Missouri
$6.37M +$2.5M +56,326 +65%
Jane Street
9
Jane Street
New York
$3.89M +$2.44M +55,049 +169%
Bank Julius Baer & Co
10
Bank Julius Baer & Co
Switzerland
$2.93M +$46.2K +1,041 +2%
CB
11
Community Bank
New York
$2.89M -$444 -10 -0%
AI
12
Atria Investments
North Carolina
$2.32M +$2.32M +52,277 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.98M +$1.21M +27,321 +159%
SL
14
SWMG LLC
Texas
$1.73M +$1.73M +39,070 New
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$1.53M -$411K -9,265 -21%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.49M +$1.49M +33,547 New
CM
17
Columbus Macro
Pennsylvania
$1.08M +$1.08M +24,328 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$797K +$797K +17,947 New
SSWM
19
Sheets Smith Wealth Management
North Carolina
$612K -$875K -19,718 -59%
FTUS
20
Flow Traders U.S.
New York
$510K +$510K +11,478 New
BFM
21
Boston Financial Management
Massachusetts
$420K -$138K -3,107 -25%
MA
22
Mutual Advisors
Nebraska
$415K +$415K +9,342 New
CA
23
Cetera Advisors
Colorado
$318K +$318K +7,164 New
Bank of America
24
Bank of America
North Carolina
$305K +$297K +6,689 +3,521%
CFGS
25
Concourse Financial Group Securities
Alabama
$277K +$2.84K +64 +1%