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iShares BB Rated Corporate Bond ETF
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Overview Fund Activity

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, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
20
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$34.3M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$25.8M
3
CIM
Confluence Investment Management
Missouri
+$10.6M
4
HPC
HM Payson & Co
Maine
+$1.95M
5
Jane Street
Jane Street
New York
+$1.4M

Top Sellers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$4.52M
2
OMC
Old Mission Capital
Illinois
-$818K
3
Goldman Sachs
Goldman Sachs
New York
-$462K
4
CA
Calton & Associates
Florida
-$237K
5
PCIG
Partners Capital Investment Group
Massachusetts
-$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$128M +$34.3M +740,921 +37%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$83.9M +$25.8M +558,803 +45%
CIM
3
Confluence Investment Management
Missouri
$37.3M +$10.6M +228,335 +39%
APF
4
Alaska Permanent Fund
Alaska
$25.4M – – –
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$10.3M -$4.52M -97,752 -31%
BEI
6
Benjamin Edwards Inc
Missouri
$7.08M +$1.19M +25,726 +20%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.17M +$343K +7,419 +12%
Jane Street
8
Jane Street
New York
$2.81M +$1.4M +30,301 +100%
AI
9
Atria Investments
North Carolina
$2.46M +$760K +16,440 +45%
VWA
10
Visionary Wealth Advisors
Illinois
$2.3M +$917K +19,838 +66%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.18M +$348K +7,531 +19%
HPC
12
HM Payson & Co
Maine
$1.95M +$1.95M +42,208 New
SL
13
SWMG LLC
Texas
$1.66M +$715K +15,461 +75%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.45M +$628K +13,588 +76%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$1.42M – – –
Comerica Bank
16
Comerica Bank
Texas
$1.04M +$452K +9,775 +76%
CM
17
Columbus Macro
Pennsylvania
$907K +$23.9K +516 +3%
Bank of America
18
Bank of America
North Carolina
$896K -$186K -4,019 -17%
MA
19
Mutual Advisors
Nebraska
$805K +$15.6K +338 +2%
CWS
20
Confluence Wealth Services
Pennsylvania
$776K +$776K +16,774 New
AFO
21
Arrowroot Family Office
California
$679K +$67.8K +1,465 +11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$618K +$618K +13,372 New
NA
23
Nottingham Advisors
New York
$609K +$31K +1,310 +5%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$579K +$27.8K +600 +5%
ZIG
25
Zuckerman Investment Group
Illinois
$543K +$17.3K +374 +3%
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