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iShares BB Rated Corporate Bond ETF

56 hedge funds and large institutions have $399M invested in iShares BB Rated Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

112% more capital invested

Capital invested by funds: $188M → $399M (+$211M)

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

14.02% more ownership

Funds ownership: 66.08%80.1% (+14%)

10% more funds holding

Funds holding: 5156 (+5)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
1
Ohio Public Employees Retirement System (OPERS)
Ohio
$101M +$101M +2,144,054 New
VA
2
Valmark Advisers
Ohio
$68.6M +$68.6M +1,456,143 New
Stifel Financial
3
Stifel Financial
Missouri
$66.7M +$20.5M +435,895 +44%
BEI
4
Benjamin Edwards Inc
Missouri
$51M +$16.5M +349,980 +48%
Morgan Stanley
5
Morgan Stanley
New York
$20.7M -$5M -106,210 -19%
CIM
6
Confluence Investment Management
Missouri
$20.4M +$7.66M +162,677 +60%
Bank Julius Baer & Co
7
Bank Julius Baer & Co
Switzerland
$17.5M +$687K +14,582 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$15.5M -$353K -7,500 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.07M -$299K -6,358 -5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$4.09M +$169K +3,595 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.96M -$362K -7,680 -11%
LPL Financial
12
LPL Financial
California
$2.29M +$505K +10,726 +28%
Jane Street
13
Jane Street
New York
$1.86M +$1.65M +34,959 +793%
NA
14
Nottingham Advisors
New York
$1.61M -$141K -3,004 -8%
VWA
15
Visionary Wealth Advisors
Illinois
$1.35M +$599K +12,726 +80%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$1.29M -$801K -17,019 -38%
ACM
17
Andina Capital Management
Utah
$1.24M +$84.9K +1,804 +7%
WOSD
18
WFA of San Diego
California
$1.15M +$109K +2,309 +10%
LTI
19
Laffer Tengler Investments
Tennessee
$1.14M -$6.59K -140 -0.6%
AFO
20
Arrowroot Family Office
California
$1.07M +$294K +6,243 +38%
RCM
21
RMR Capital Management
California
$946K -$333K -7,065 -26%
Bank of America
22
Bank of America
North Carolina
$929K +$145K +3,088 +19%
MA
23
Mutual Advisors
Nebraska
$849K -$46.1K -979 -5%
HFO
24
Heritage Family Offices
Arizona
$821K +$1.46K +31 +0.2%
ZIG
25
Zuckerman Investment Group
Illinois
$808K +$14K +298 +2%

HYBB Hedge Fund Activity: Q4 2025 in Review

56 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q4 2025, worth a combined $399M — up 112% from $188M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYBB positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Ohio Public Employees Retirement System (OPERS), opening a new position worth an estimated $101M. The largest seller was Morgan Stanley, cutting an estimated $5M.

  • 56 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $399M of iShares BB Rated Corporate Bond ETF stock for Q4 2025, up 112% quarter-over-quarter.
  • 9 funds opened new iShares BB Rated Corporate Bond ETF positions in Q4 2025 and 4 closed out, a net change of +5 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q4 2025 was Ohio Public Employees Retirement System (OPERS), an estimated $101M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q4 2025 was Morgan Stanley, an estimated $5M sold.

Based on aggregated 13F filings for Q4 2025.