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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

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $308M → $313M (+$5.47M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.02% less ownership

Funds ownership: 80.4%79.38% (-1%)

4% less funds holding

Funds holding: 5452 (-2)

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.7%
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
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$106M +$1.15M +24,745 +1%
BEI
2
Benjamin Edwards Inc
Missouri
$84.2M +$2.21M +47,649 +3%
CIM
3
Confluence Investment Management
Missouri
$34.8M +$684K +14,735 +2%
APF
4
Alaska Permanent Fund
Alaska
$25.3M
Victory Capital Management
5
Victory Capital Management
Texas
$14.9M -$418K -9,000 -3%
Bank Julius Baer & Co
6
Bank Julius Baer & Co
Switzerland
$11.4M +$1.45M +31,158 +14%
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 +$2.45M +52,886 +181%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.18M +$750K +16,157 +31%
ACM
10
Andina Capital Management
Utah
$2.43M -$48.2K -1,038 -2%
VWA
11
Visionary Wealth Advisors
Illinois
$2.02M -$61.1K -1,316 -3%
HPC
12
HM Payson & Co
Maine
$1.95M
AI
13
Atria Investments
North Carolina
$1.91M +$191K +4,114 +11%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$1.78M -$239K -5,150 -12%
NA
15
Nottingham Advisors
New York
$1.63M -$6.03K -130 -0.4%
LPL Financial
16
LPL Financial
California
$1.4M +$76.8K +1,655 +6%
FFA
17
Farther Finance Advisors
California
$975K -$121K -2,602 -11%
LTI
18
Laffer Tengler Investments
Tennessee
$925K +$303K +6,533 +48%
RCM
19
RMR Capital Management
California
$814K
Comerica Bank
20
Comerica Bank
Texas
$740K -$61.3K -1,320 -8%
HFO
21
Heritage Family Offices
Arizona
$704K +$209K +4,501 +42%
ZIG
22
Zuckerman Investment Group
Illinois
$703K +$93 +2 +0%
MA
23
Mutual Advisors
Nebraska
$698K -$422K -9,097 -38%
FFG
24
Fiduciary Financial Group
California
$568K +$33.4K +720 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$552K -$84.9K -1,829 -13%

HYBB Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q1 2025, worth a combined $313M — up 1.8% from $308M a quarter earlier.

Fund positioning in HYBB was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 21 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.45M. The largest seller was Jane Street, exiting entirely with an estimated $949K sold.

  • 52 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $313M of iShares BB Rated Corporate Bond ETF stock for Q1 2025, up 1.8% quarter-over-quarter.
  • 4 funds opened new iShares BB Rated Corporate Bond ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $2.45M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $949K sold.

Based on aggregated 13F filings for Q1 2025.