iShares BB Rated Corporate Bond ETF
HYBB
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, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
34% more funds holding
Funds holding: 29 → 39 (+10)
16% more capital invested
Capital invested by funds: $211M → $245M (+$33.6M)
3.59% less ownership
Funds ownership: 89.62% → 86.03% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$19.2M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$10M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$3.81M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.48M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.4M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$430K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$201K |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$176K |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$169K |
HYBB Hedge Fund Activity: Q4 2023 in Review
39 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2023, worth a combined $245M — up 16% from $211M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HYBB positions and 2 closed out — a net gain of 11 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Stifel Financial, adding an estimated $19.2M. The largest seller was Jane Street, cutting an estimated $18.4M.
- 39 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2023, up from 29 in Q3 2023.
- Funds reported $245M of iShares BB Rated Corporate Bond ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 13 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2023 and 2 closed out, a net change of +11 holders.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2023 was Stifel Financial, an estimated $19.2M added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2023.