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iShares BB Rated Corporate Bond ETF

48 hedge funds and large institutions have $352M invested in iShares BB Rated Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

17% more funds holding

Funds holding: 4148 (+7)

9% more capital invested

Capital invested by funds: $322M → $352M (+$30.3M)

1.49% more ownership

Funds ownership: 87.05%88.54% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
17
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$135M +$7.34M +160,284 +6%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$92.6M +$9.13M +199,239 +11%
CIM
3
Confluence Investment Management
Missouri
$42.3M +$5.12M +111,774 +14%
APF
4
Alaska Permanent Fund
Alaska
$25.6M
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$11M -$372K -8,115 -4%
BEI
6
Benjamin Edwards Inc
Missouri
$7.32M +$265K +5,791 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.93M +$3.74M +81,711 +173%
AI
8
Atria Investments
North Carolina
$2.54M +$97.5K +2,128 +4%
VWA
9
Visionary Wealth Advisors
Illinois
$2.28M -$10.8K -235 -0.5%
HPC
10
HM Payson & Co
Maine
$1.94M
Jane Street
11
Jane Street
New York
$1.92M -$873K -19,057 -31%
CWS
12
Confluence Wealth Services
Pennsylvania
$1.78M +$1M +21,856 +130%
CFGS
13
Concourse Financial Group Securities
Alabama
$1.76M +$1.75M +38,234 New
SL
14
SWMG LLC
Texas
$1.67M +$18.9K +413 +1%
MERSOM
15
Municipal Employees' Retirement System of Michigan
Michigan
$1.61M +$200K +4,372 +14%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.52M +$71.3K +1,557 +5%
ACM
17
Andina Capital Management
Utah
$1.38M +$1.38M +30,076 New
NA
18
Nottingham Advisors
New York
$1.35M +$169K +3,695 +14%
LPL Financial
19
LPL Financial
California
$1.15M +$1.14M +24,944 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.12M -$2.02M -44,070 -64%
Comerica Bank
21
Comerica Bank
Texas
$1M -$33.9K -741 -3%
MA
22
Mutual Advisors
Nebraska
$936K +$127K +2,776 +16%
AFO
23
Arrowroot Family Office
California
$923K +$246K +5,373 +37%
CM
24
Columbus Macro
Pennsylvania
$883K -$20.6K -450 -2%
LTI
25
Laffer Tengler Investments
Tennessee
$736K +$733K +15,996 New

HYBB Hedge Fund Activity: Q2 2024 in Review

48 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2024, worth a combined $352M — up 9.4% from $322M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYBB positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Benjamin F. Edwards & Company, adding an estimated $9.13M. The largest seller was Janney Montgomery Scott, cutting an estimated $2.02M.

  • 48 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $352M of iShares BB Rated Corporate Bond ETF stock for Q2 2024, up 9.4% quarter-over-quarter.
  • 11 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2024 and 2 closed out, a net change of +9 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2024 was Benjamin F. Edwards & Company, an estimated $9.13M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2024.