iShares BB Rated Corporate Bond ETF
HYBB
41 hedge funds and large institutions have $322M invested in iShares BB Rated Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 7 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more capital invested
Capital invested by funds: $245M → $322M (+$76.6M)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
5% more funds holding
Funds holding: 39 → 41 (+2)
1.02% more ownership
Funds ownership: 86.03% → 87.05% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$34.1M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$25.7M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$10.5M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$1.94M |
| 5 |
Jane Street
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$4.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$818K |
| 3 |
Goldman Sachs
New York
|
-$462K |
| 4 |
CA
Calton & Associates
Tampa,
Florida
|
-$237K |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$209K |
HYBB Hedge Fund Activity: Q1 2024 in Review
41 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q1 2024, worth a combined $322M — up 31% from $245M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HYBB positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Stifel Financial, adding an estimated $34.1M. The largest seller was Bank Julius Baer & Co, cutting an estimated $4.5M.
- 41 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q1 2024, up from 39 in Q4 2023.
- Funds reported $322M of iShares BB Rated Corporate Bond ETF stock for Q1 2024, up 31% quarter-over-quarter.
- 9 funds opened new iShares BB Rated Corporate Bond ETF positions in Q1 2024 and 7 closed out, a net change of +2 holders.
- The largest iShares BB Rated Corporate Bond ETF buyer in Q1 2024 was Stifel Financial, an estimated $34.1M added.
- The largest iShares BB Rated Corporate Bond ETF seller in Q1 2024 was Bank Julius Baer & Co, an estimated $4.5M sold.
Based on aggregated 13F filings for Q1 2024.