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iShares BB Rated Corporate Bond ETF

53 hedge funds and large institutions have $123M invested in iShares BB Rated Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5253 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21.81% less ownership

Funds ownership: 79.38%57.57% (-22%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

61% less capital invested

Capital invested by funds: $313M → $123M (-$190M)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% 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
7
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APF
1
Alaska Permanent Fund
Alaska
$25.7M
Stifel Financial
2
Stifel Financial
Missouri
$17.4M -$88.3M -1,919,506 -84%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$16.2M +$4.48M +97,437 +39%
Victory Capital Management
4
Victory Capital Management
Texas
$15.1M +$23K +500 +0.2%
BEI
5
Benjamin Edwards Inc
Missouri
$14.5M -$69.6M -1,512,404 -83%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.62M -$821K -17,850 -13%
CIM
7
Confluence Investment Management
Missouri
$3.75M -$31M -673,015 -89%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.55M -$306K -6,659 -8%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.81M -$413K -8,982 -13%
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.81M
NA
11
Nottingham Advisors
New York
$1.72M +$63K +1,369 +4%
LPL Financial
12
LPL Financial
California
$1.38M -$49.7K -1,081 -4%
ACM
13
Andina Capital Management
Utah
$1.29M -$1.16M -25,108 -48%
LTI
14
Laffer Tengler Investments
Tennessee
$940K -$966 -21 -0.1%
WOSD
15
WFA of San Diego
California
$936K +$917K +19,922 New
HPC
16
HM Payson & Co
Maine
$913K -$1.05M -22,773 -54%
RCM
17
RMR Capital Management
California
$852K +$22.8K +495 +3%
FFA
18
Farther Finance Advisors
California
$822K -$168K -3,656 -17%
AFO
19
Arrowroot Family Office
California
$816K +$799K +17,363 New
MA
20
Mutual Advisors
Nebraska
$780K +$69.9K +1,519 +10%
ZIG
21
Zuckerman Investment Group
Illinois
$772K +$56.1K +1,219 +8%
HFO
22
Heritage Family Offices
Arizona
$705K +$1.01K +22 +0.1%
FFG
23
Fiduciary Financial Group
California
$591K
Raymond James Financial
24
Raymond James Financial
Florida
$516K +$505K +10,977 New
FPAS
25
Focus Partners Advisor Solutions
Missouri
$516K +$1.89K +41 +0.4%

HYBB Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2025, worth a combined $123M — down 61% from $313M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYBB positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Bank Julius Baer & Co, adding an estimated $4.48M. The largest seller was Stifel Financial, cutting an estimated $88.3M.

  • 53 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $123M of iShares BB Rated Corporate Bond ETF stock for Q2 2025, down 61% quarter-over-quarter.
  • 7 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2025 and 6 closed out, a net change of +1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2025 was Bank Julius Baer & Co, an estimated $4.48M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2025 was Stifel Financial, an estimated $88.3M sold.

Based on aggregated 13F filings for Q2 2025.