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iShares BB Rated Corporate Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $315M invested in iShares BB Rated Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$80.2M
2
Jane Street
Jane Street
New York
+$1.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.28M
4
FFA
Farther Finance Advisors
California
+$1.16M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$966K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$24.6M
2
CIM
Confluence Investment Management
Missouri
-$7.4M
3
CWS
Confluence Wealth Services
Pennsylvania
-$1.26M
4
CM
Columbus Macro
Pennsylvania
-$883K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$114M -$24.6M -520,442 -18%
BEI
2
Benjamin Edwards Inc
Missouri
$87.7M +$80.2M +1,693,128 +1,065%
CIM
3
Confluence Investment Management
Missouri
$36.1M -$7.4M -156,323 -17%
APF
4
Alaska Permanent Fund
Alaska
$26M – – –
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$11.3M -$731K -13,027 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.26M -$840K -17,743 -14%
Jane Street
7
Jane Street
New York
$3.57M +$1.6M +33,731 +81%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.12M +$966K +20,410 +84%
AI
9
Atria Investments
North Carolina
$2.09M -$529K -11,165 -20%
VWA
10
Visionary Wealth Advisors
Illinois
$2.04M -$304K -6,420 -13%
HPC
11
HM Payson & Co
Maine
$2M – – –
CFGS
12
Concourse Financial Group Securities
Alabama
$1.87M +$63.8K +1,348 +4%
ACM
13
Andina Capital Management
Utah
$1.81M +$381K +8,047 +27%
NA
14
Nottingham Advisors
New York
$1.62M +$229K +4,835 +16%
LPL Financial
15
LPL Financial
California
$1.38M +$204K +4,301 +17%
MERSOM
16
Municipal Employees' Retirement System of Michigan
Michigan
$1.35M -$311K -6,561 -19%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.28M +$1.28M +27,340 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.28M -$283K -5,983 -18%
SL
19
SWMG LLC
Texas
$1.22M -$476K -10,211 -28%
FFA
20
Farther Finance Advisors
California
$1.16M +$1.16M +24,554 New
AFO
21
Arrowroot Family Office
California
$1.1M +$155K +3,281 +16%
MA
22
Mutual Advisors
Nebraska
$1.01M +$73.6K +1,578 +8%
Bank of America
23
Bank of America
North Carolina
$837K +$101K +2,133 +14%
Comerica Bank
24
Comerica Bank
Texas
$811K -$222K -4,691 -21%
ZIG
25
Zuckerman Investment Group
Illinois
$677K +$48.5K +1,024 +8%
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