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iShares BB Rated Corporate Bond ETF

54 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, 12 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

61% less capital invested

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

Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$16.2M
Victory Capital Management
4
Victory Capital Management
Texas
$15.1M
BEI
5
Benjamin Edwards Inc
Missouri
$14.5M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.62M
CIM
7
Confluence Investment Management
Missouri
$3.75M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.55M
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.81M
MERSOM
10
Municipal Employees' Retirement System of Michigan
Michigan
$1.81M
NA
11
Nottingham Advisors
New York
$1.72M
LPL Financial
12
LPL Financial
California
$1.38M
ACM
13
Andina Capital Management
Utah
$1.29M
LTI
14
Laffer Tengler Investments
Tennessee
$940K
WOSD
15
WFA of San Diego
California
$936K
HPC
16
HM Payson & Co
Maine
$913K
RCM
17
RMR Capital Management
California
$852K
FFA
18
Farther Finance Advisors
California
$822K
AFO
19
Arrowroot Family Office
California
$816K
MA
20
Mutual Advisors
Nebraska
$780K
ZIG
21
Zuckerman Investment Group
Illinois
$772K
HFO
22
Heritage Family Offices
Arizona
$705K
FFG
23
Fiduciary Financial Group
California
$591K
Raymond James Financial
24
Raymond James Financial
Florida
$516K
FPAS
25
Focus Partners Advisor Solutions
Missouri
$516K