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iShares BB Rated Corporate Bond ETF

54 hedge funds and large institutions have $308M invested in iShares BB Rated Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

6% more funds holding

Funds holding: 5154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $315M → $308M (-$7.45M)

2.43% less ownership

Funds ownership: 82.83%80.4% (-2.4%)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
21
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$104M -$6.47M -138,936 -6%
BEI
2
Benjamin Edwards Inc
Missouri
$81.6M -$3.65M -78,411 -4%
CIM
3
Confluence Investment Management
Missouri
$34M -$1.12M -24,010 -3%
APF
4
Alaska Permanent Fund
Alaska
$25.3M
Victory Capital Management
5
Victory Capital Management
Texas
$15.2M +$14.9M +320,500 +3,205%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$11M +$696K +14,945 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.28M +$168K +3,600 +3%
ACM
8
Andina Capital Management
Utah
$2.46M +$719K +15,428 +40%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.42M +$367K +7,868 +18%
VWA
10
Visionary Wealth Advisors
Illinois
$2.08M +$98.2K +2,109 +5%
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$2.01M +$708K +15,206 +53%
HPC
12
HM Payson & Co
Maine
$1.94M
CFGS
13
Concourse Financial Group Securities
Alabama
$1.81M -$27.4K -588 -1%
AI
14
Atria Investments
North Carolina
$1.71M -$320K -6,864 -16%
NA
15
Nottingham Advisors
New York
$1.62M +$48.6K +1,044 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.35M +$109K +2,340 +9%
LPL Financial
17
LPL Financial
California
$1.32M -$26.1K -560 -2%
AFO
18
Arrowroot Family Office
California
$1.2M +$132K +2,830 +12%
SL
19
SWMG LLC
Texas
$1.16M -$51.6K -1,108 -4%
MA
20
Mutual Advisors
Nebraska
$1.12M +$116K +2,480 +11%
FFA
21
Farther Finance Advisors
California
$1.09M -$37.5K -805 -3%
Jane Street
22
Jane Street
New York
$949K -$2.55M -54,783 -73%
RCM
23
RMR Capital Management
California
$811K +$821K +17,626 New
Comerica Bank
24
Comerica Bank
Texas
$798K +$9.74K +209 +1%
ZIG
25
Zuckerman Investment Group
Illinois
$705K +$42.1K +903 +6%

HYBB Hedge Fund Activity: Q4 2024 in Review

54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2024, worth a combined $308M — down 2.4% from $315M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYBB positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $14.9M. The largest seller was Stifel Financial, cutting an estimated $6.47M.

  • 54 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $308M of iShares BB Rated Corporate Bond ETF stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 8 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2024 was Victory Capital Management, an estimated $14.9M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q4 2024 was Stifel Financial, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2024.