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iShares BB Rated Corporate Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $122M invested in iShares BB Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% 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
7
Increased
12
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$5.92M
2
Raymond James Financial
Raymond James Financial
Florida
+$516K
3
ZF
Zhang Financial
Michigan
+$203K
4
MA
Mutual Advisors
Nebraska
+$71.1K
5
NA
Nottingham Advisors
New York
+$64.3K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$90.2M
2
BEI
Benjamin Edwards Inc
Missouri
-$71.1M
3
CIM
Confluence Investment Management
Missouri
-$31.6M
4
VWA
Visionary Wealth Advisors
Illinois
-$2.02M
5
AI
Atria Investments
North Carolina
-$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
APF
1
Alaska Permanent Fund
Alaska
$25.7M – – –
Stifel Financial
2
Stifel Financial
Missouri
$17.4M -$90.2M -1,919,506 -84%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$16.2M +$5.92M +125,947 +58%
Victory Capital Management
4
Victory Capital Management
Texas
$15.1M +$23.5K +500 +0.2%
BEI
5
Benjamin Edwards Inc
Missouri
$14.5M -$71.1M -1,512,404 -83%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.62M -$839K -17,850 -13%
CIM
7
Confluence Investment Management
Missouri
$3.75M -$31.6M -673,015 -89%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.55M -$313K -6,659 -8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.81M -$422K -8,982 -13%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.81M – – –
NA
11
Nottingham Advisors
New York
$1.72M +$64.3K +1,369 +4%
LPL Financial
12
LPL Financial
California
$1.38M -$50.8K -1,081 -4%
ACM
13
Andina Capital Management
Utah
$1.29M -$1.18M -25,108 -48%
LTI
14
Laffer Tengler Investments
Tennessee
$940K -$987 -21 -0.1%
WOSD
15
WFA of San Diego
California
$936K +$936K +19,922 New
RCM
16
RMR Capital Management
California
$852K +$23.3K +495 +3%
FFA
17
Farther Finance Advisors
California
$822K -$172K -3,656 -17%
AFO
18
Arrowroot Family Office
California
$816K +$816K +17,363 New
MA
19
Mutual Advisors
Nebraska
$780K +$71.1K +1,519 +10%
ZIG
20
Zuckerman Investment Group
Illinois
$772K +$57.3K +1,219 +8%
HFO
21
Heritage Family Offices
Arizona
$705K +$1.02K +22 +0.1%
FFG
22
Fiduciary Financial Group
California
$591K – – –
Raymond James Financial
23
Raymond James Financial
Florida
$516K +$516K +10,977 New
FPAS
24
Focus Partners Advisor Solutions
Missouri
$516K +$1.93K +41 +0.4%
SL
25
SWMG LLC
Texas
$450K -$85.9K -1,834 -16%
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