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iShares BB Rated Corporate Bond ETF

29 hedge funds and large institutions have $211M invested in iShares BB Rated Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$69.6M +$5.36M +122,533 +8%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$45.1M +$4.56M +104,236 +11%
APF
3
Alaska Permanent Fund
Alaska
$24.1M
CIM
4
Confluence Investment Management
Missouri
$21.6M +$743K +16,986 +4%
Jane Street
5
Jane Street
New York
$19.4M +$16.6M +378,221 +576%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$14.2M +$11.3M +259,291 +400%
BEI
7
Benjamin Edwards Inc
Missouri
$4.13M +$93.3K +2,131 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.47M +$332K +7,575 +16%
VWA
9
Visionary Wealth Advisors
Illinois
$1.5M +$88.2K +2,016 +6%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.34M -$277K -6,331 -17%
AI
11
Atria Investments
North Carolina
$1.34M -$28.9K -661 -2%
SL
12
SWMG LLC
Texas
$887K -$33.7K -771 -4%
NA
13
Nottingham Advisors
New York
$737K -$70.8K -2,730 -9%
MA
14
Mutual Advisors
Nebraska
$736K +$8.93K +204 +1%
SSWM
15
Sheets Smith Wealth Management
North Carolina
$609K +$44.9K +1,025 +8%
Comerica Bank
16
Comerica Bank
Texas
$564K +$564K +12,886 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$508K +$26.1K +597 +5%
AFO
18
Arrowroot Family Office
California
$457K +$176K +4,023 +63%
Victory Capital Management
19
Victory Capital Management
Texas
$438K -$7.44M -170,000 -94%
FTUS
20
Flow Traders U.S.
New York
$430K +$44.8K +1,024 +12%
Bank of America
21
Bank of America
North Carolina
$402K -$71.5K -1,633 -15%
ZIG
22
Zuckerman Investment Group
Illinois
$398K +$398K +9,103 New
Osaic Holdings
23
Osaic Holdings
Arizona
$194K -$15.3K -350 -7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$119K
HI
25
Harbour Investments
Wisconsin
$77.3K