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iShares BB Rated Corporate Bond ETF

26 hedge funds and large institutions have $252M invested in iShares BB Rated Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-7
Holders Change %
-21.21%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
6
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$82.7M -$44.3M -973,824 -35%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$52.8M -$31.8M -698,493 -38%
CIM
3
Confluence Investment Management
Missouri
$26.9M -$14.8M -326,012 -36%
BlackRock
4
BlackRock
New York
$25.2M
Jane Street
5
Jane Street
New York
$22.5M +$18.5M +406,129 +463%
Victory Capital Management
6
Victory Capital Management
Texas
$8.18M +$8.18M +180,000 New
VWA
7
Visionary Wealth Advisors
Illinois
$7.9M -$638K -14,033 -7%
BEI
8
Benjamin Edwards Inc
Missouri
$5.06M -$1.47M -32,246 -22%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.3M +$4.3M +94,500 New
Bank Julius Baer & Co
10
Bank Julius Baer & Co
Switzerland
$3M
Citadel Advisors
11
Citadel Advisors
Florida
$2.58M +$2.58M +56,656 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.98M +$450K +9,894 +29%
AI
13
Atria Investments
North Carolina
$1.81M -$572K -12,576 -24%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$1.66M +$88.6K +1,948 +6%
NA
15
Nottingham Advisors
New York
$1.6M -$8.93M -196,436 -85%
SL
16
SWMG LLC
Texas
$1.16M -$614K -13,499 -35%
SSWM
17
Sheets Smith Wealth Management
North Carolina
$609K -$18.2K -400 -3%
MA
18
Mutual Advisors
Nebraska
$495K +$70.5K +1,550 +17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$469K -$1.56M -34,199 -77%
Bank of America
20
Bank of America
North Carolina
$309K -$4K -88 -1%
BFM
21
Boston Financial Management
Massachusetts
$271K -$159K -3,502 -37%
HI
22
Harbour Investments
Wisconsin
$82.6K +$6.14K +135 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$66.7K +$40K +878 +150%
CB
24
Community Bank
New York
$31.8K -$2.93M -64,415 -99%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$23K