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iShares BB Rated Corporate Bond ETF

51 hedge funds and large institutions have $188M invested in iShares BB Rated Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

52% more capital invested

Capital invested by funds: $123M → $188M (+$64.6M)

8.5% more ownership

Funds ownership: 57.57%66.08% (+8.5%)

4% less funds holding

Funds holding: 5351 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
25
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$46.4M +$28.6M +610,346 +165%
BEI
2
Benjamin Edwards Inc
Missouri
$34.6M +$19.8M +422,349 +137%
Morgan Stanley
3
Morgan Stanley
New York
$25.8M +$25.6M +544,858 +136,899%
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$16.9M +$589K +12,557 +4%
Victory Capital Management
5
Victory Capital Management
Texas
$15.9M +$681K +14,500 +5%
CIM
6
Confluence Investment Management
Missouri
$12.8M +$8.96M +191,003 +239%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.39M +$730K +15,556 +13%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.94M +$1.1M +23,349 +39%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.33M -$239K -5,099 -7%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$2.09M +$1.57M +33,418 +305%
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$1.82M
LPL Financial
12
LPL Financial
California
$1.79M +$404K +8,615 +29%
NA
13
Nottingham Advisors
New York
$1.75M +$24.3K +518 +1%
RCM
14
RMR Capital Management
California
$1.28M +$423K +9,009 +50%
ACM
15
Andina Capital Management
Utah
$1.16M -$134K -2,864 -10%
LTI
16
Laffer Tengler Investments
Tennessee
$1.15M +$206K +4,389 +22%
WOSD
17
WFA of San Diego
California
$1.04M +$98.3K +2,095 +11%
MA
18
Mutual Advisors
Nebraska
$896K +$109K +2,320 +14%
HFO
19
Heritage Family Offices
Arizona
$823K +$101K +2,144 +14%
ZIG
20
Zuckerman Investment Group
Illinois
$797K +$20.1K +429 +3%
Bank of America
21
Bank of America
North Carolina
$787K +$621K +13,233 +390%
AFO
22
Arrowroot Family Office
California
$781K -$39.8K -848 -5%
VWA
23
Visionary Wealth Advisors
Illinois
$749K +$743K +15,834 New
FFA
24
Farther Finance Advisors
California
$711K -$115K -2,456 -14%
FFG
25
Fiduciary Financial Group
California
$599K +$1.46K +31 +0.2%

HYBB Hedge Fund Activity: Q3 2025 in Review

51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q3 2025, worth a combined $188M — up 52% from $123M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYBB and 8 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 25 added.

The largest buyer was Stifel Financial, adding an estimated $28.6M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $25.7M sold.

  • 51 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q3 2025, down from 53 in Q2 2025.
  • Funds reported $188M of iShares BB Rated Corporate Bond ETF stock for Q3 2025, up 52% quarter-over-quarter.
  • 8 funds opened new iShares BB Rated Corporate Bond ETF positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q3 2025 was Stifel Financial, an estimated $28.6M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q3 2025 was Alaska Permanent Fund, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2025.