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iShares BB Rated Corporate Bond ETF

52 hedge funds and large institutions have $313M invested in iShares BB Rated Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% 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
4
Increased
21
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$106M +$1.14M +24,745 +1%
BEI
2
Benjamin Edwards Inc
Missouri
$84.2M +$2.2M +47,649 +3%
CIM
3
Confluence Investment Management
Missouri
$34.8M +$681K +14,735 +2%
APF
4
Alaska Permanent Fund
Alaska
$25.3M
Victory Capital Management
5
Victory Capital Management
Texas
$14.9M -$416K -9,000 -3%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$11.4M +$138K +2,648 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.35M +$1.05M +22,658 +20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.8M +$2.44M +52,886 +181%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.18M +$747K +16,157 +31%
ACM
10
Andina Capital Management
Utah
$2.43M -$48K -1,038 -2%
VWA
11
Visionary Wealth Advisors
Illinois
$2.02M -$60.8K -1,316 -3%
HPC
12
HM Payson & Co
Maine
$1.95M
AI
13
Atria Investments
North Carolina
$1.91M +$190K +4,114 +11%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$1.78M -$238K -5,150 -12%
NA
15
Nottingham Advisors
New York
$1.63M -$6.01K -130 -0.4%
LPL Financial
16
LPL Financial
California
$1.4M +$76.5K +1,655 +6%
FFA
17
Farther Finance Advisors
California
$975K -$120K -2,602 -11%
LTI
18
Laffer Tengler Investments
Tennessee
$925K +$302K +6,533 +48%
RCM
19
RMR Capital Management
California
$814K
Comerica Bank
20
Comerica Bank
Texas
$740K -$61K -1,320 -8%
HFO
21
Heritage Family Offices
Arizona
$704K +$208K +4,501 +42%
ZIG
22
Zuckerman Investment Group
Illinois
$703K +$92 +2 +0%
MA
23
Mutual Advisors
Nebraska
$698K -$419K -9,097 -38%
FFG
24
Fiduciary Financial Group
California
$568K +$32.4K +720 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$552K -$84.5K -1,829 -13%