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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
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
Shares
Change %
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 -$5.18M -115,630 -20%
Victory Capital Management
6
Victory Capital Management
Texas
$8.06M
BEI
7
Benjamin Edwards Inc
Missouri
$4.13M -$855K -19,081 -17%
Jane Street
8
Jane Street
New York
$2.94M -$19.2M -428,082 -87%
Bank Julius Baer & Co
9
Bank Julius Baer & Co
Switzerland
$2.9M -$54.4K -1,214 -2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.19M +$239K +5,333 +12%
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$1.66M +$26.5K +591 +2%
VWA
12
Visionary Wealth Advisors
Illinois
$1.45M -$6.33M -141,315 -81%
AI
13
Atria Investments
North Carolina
$1.4M -$381K -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 +$288K +6,417 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$264K +$264K +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