HYBB icon

iShares BB Rated Corporate Bond ETF

39 hedge funds and large institutions have $245M invested in iShares BB Rated Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
15
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$93.1M +$19.9M +432,431 +27%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$57.7M +$10.4M +225,553 +22%
CIM
3
Confluence Investment Management
Missouri
$26.6M +$3.95M +85,773 +17%
APF
4
Alaska Permanent Fund
Alaska
$25.3M
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$14.7M -$175K -3,807 -1%
BEI
6
Benjamin Edwards Inc
Missouri
$5.86M +$1.53M +33,212 +35%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.81M +$218K +4,728 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.82M +$1.29M +28,018 +241%
AI
9
Atria Investments
North Carolina
$1.69M +$284K +6,171 +20%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.41M
Jane Street
11
Jane Street
New York
$1.4M -$19M -413,496 -93%
VWA
12
Visionary Wealth Advisors
Illinois
$1.37M -$208K -4,520 -13%
Bank of America
13
Bank of America
North Carolina
$1.08M +$654K +14,208 +155%
SL
14
SWMG LLC
Texas
$943K +$10.7K +232 +1%
CM
15
Columbus Macro
Pennsylvania
$883K +$883K +19,097 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$818K +$818K +17,779 New
OMC
17
Old Mission Capital
Illinois
$818K +$818K +17,769 New
MA
18
Mutual Advisors
Nebraska
$785K +$12K +260 +2%
AFO
19
Arrowroot Family Office
California
$608K +$127K +2,771 +27%
NA
20
Nottingham Advisors
New York
$604K -$98K -3,964 -14%
Comerica Bank
21
Comerica Bank
Texas
$589K -$4.33K -94 -0.7%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$548K -$92K -2,000 -14%
ZIG
23
Zuckerman Investment Group
Illinois
$523K +$104K +2,270 +25%
Goldman Sachs
24
Goldman Sachs
New York
$462K +$462K +10,043 New
Victory Capital Management
25
Victory Capital Management
Texas
$460K