We are live on ! Find out more
HYBB icon

iShares BB Rated Corporate Bond ETF

30 hedge funds and large institutions have $209M invested in iShares BB Rated Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

15% more funds holding

Funds holding: 2630 (+4)

1.5% less ownership

Funds ownership: 87.85%86.36% (-1.5%)

17% less capital invested

Capital invested by funds: $252M → $209M (-$42.7M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
6
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$65.8M -$15.7M -350,831 -19%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$41.5M -$10.6M -236,223 -20%
BlackRock
3
BlackRock
New York
$24.9M
APF
4
Alaska Permanent Fund
Alaska
$24.6M +$24.6M +550,000 New
CIM
5
Confluence Investment Management
Missouri
$21.3M -$5.17M -115,630 -20%
Victory Capital Management
6
Victory Capital Management
Texas
$8.06M
BEI
7
Benjamin Edwards Inc
Missouri
$4.13M -$853K -19,081 -17%
Jane Street
8
Jane Street
New York
$2.94M -$19.1M -428,082 -87%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$2.9M -$54.3K -1,214 -2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.19M +$238K +5,333 +12%
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$1.66M +$26.4K +591 +2%
VWA
12
Visionary Wealth Advisors
Illinois
$1.45M -$6.32M -141,315 -81%
AI
13
Atria Investments
North Carolina
$1.4M -$380K -8,499 -21%
NA
14
Nottingham Advisors
New York
$1.39M -$182K -4,072 -12%
SL
15
SWMG LLC
Texas
$943K -$203K -4,532 -18%
MA
16
Mutual Advisors
Nebraska
$744K +$256K +5,716 +52%
SSWM
17
Sheets Smith Wealth Management
North Carolina
$577K -$22.4K -500 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$494K +$31.2K +697 +7%
Bank of America
19
Bank of America
North Carolina
$484K +$180K +4,023 +59%
FTUS
20
Flow Traders U.S.
New York
$394K +$394K +8,804 New
AFO
21
Arrowroot Family Office
California
$288K +$287K +6,417 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$264K +$263K +5,892 New
Osaic Holdings
23
Osaic Holdings
Arizona
$214K +$148K +3,307 +226%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$122K +$122K +2,729 New
Wells Fargo
25
Wells Fargo
California
$103K +$103K +2,309 New

HYBB Hedge Fund Activity: Q2 2023 in Review

30 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2023, worth a combined $209M — down 17% from $252M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYBB positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $394K. The largest seller was Jane Street, cutting an estimated $19.1M.

  • 30 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2023, up from 26 in Q1 2023.
  • Funds reported $209M of iShares BB Rated Corporate Bond ETF stock for Q2 2023, down 17% quarter-over-quarter.
  • 7 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2023 was Flow Traders U.S., an estimated $394K added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2023 was Jane Street, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2023.