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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
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.72%
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
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$104M -$6.39M -138,936 -6%
BEI
2
Benjamin Edwards Inc
Missouri
$81.6M -$3.61M -78,411 -4%
CIM
3
Confluence Investment Management
Missouri
$34M -$1.1M -24,010 -3%
APF
4
Alaska Permanent Fund
Alaska
$25.3M
Victory Capital Management
5
Victory Capital Management
Texas
$15.2M +$14.7M +320,500 +3,205%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$11M +$759K +14,945 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.28M +$166K +3,600 +3%
ACM
8
Andina Capital Management
Utah
$2.46M +$710K +15,428 +40%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.42M +$362K +7,868 +18%
VWA
10
Visionary Wealth Advisors
Illinois
$2.08M +$97K +2,109 +5%
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$2.01M +$699K +15,206 +53%
HPC
12
HM Payson & Co
Maine
$1.94M
CFGS
13
Concourse Financial Group Securities
Alabama
$1.81M -$27.3K -588 -1%
AI
14
Atria Investments
North Carolina
$1.71M -$316K -6,864 -16%
NA
15
Nottingham Advisors
New York
$1.62M +$48K +1,044 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.35M +$108K +2,340 +9%
LPL Financial
17
LPL Financial
California
$1.32M -$25.8K -560 -2%
AFO
18
Arrowroot Family Office
California
$1.2M +$130K +2,830 +12%
SL
19
SWMG LLC
Texas
$1.16M -$51.5K -1,108 -4%
MA
20
Mutual Advisors
Nebraska
$1.12M +$115K +2,480 +11%
FFA
21
Farther Finance Advisors
California
$1.09M -$37K -805 -3%
Jane Street
22
Jane Street
New York
$949K -$2.52M -54,783 -73%
RCM
23
RMR Capital Management
California
$811K +$811K +17,626 New
Comerica Bank
24
Comerica Bank
Texas
$798K +$9.61K +209 +1%
ZIG
25
Zuckerman Investment Group
Illinois
$705K +$41.9K +903 +6%