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iShares BB Rated Corporate Bond ETF

47 hedge funds and large institutions have $270M invested in iShares BB Rated Corporate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

4.79% less ownership

Funds ownership: 71.4%66.62% (-4.8%)

11% less funds holding

Funds holding: 5347 (-6)

22% less capital invested

Capital invested by funds: $345M → $270M (-$75.7M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
10
Closed
11
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
$119M +$19.8M +423,527 +20%
VA
2
Valmark Advisers
Ohio
$83.3M +$11.7M +249,624 +16%
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$17.5M +$1.35K +29 +0%
Morgan Stanley
4
Morgan Stanley
New York
$13.4M
Victory Capital Management
5
Victory Capital Management
Texas
$9.19M
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.22M -$51.2K -1,097 -2%
LPL Financial
7
LPL Financial
California
$2.79M -$285K -6,108 -9%
ZIG
8
Zuckerman Investment Group
Illinois
$2.16M +$1.36M +29,048 +170%
Stifel Financial
9
Stifel Financial
Missouri
$1.94M -$53.6M -1,147,869 -97%
NA
10
Nottingham Advisors
New York
$1.88M +$67.1K +1,437 +4%
Bank of America
11
Bank of America
North Carolina
$1.64M +$3.55K +76 +0.2%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$1.42M -$116K -2,489 -8%
AFO
13
Arrowroot Family Office
California
$1.38M +$69.1K +1,479 +5%
WOSD
14
WFA of San Diego
California
$1.33M +$111K +2,385 +9%
Jane Street
15
Jane Street
New York
$1.02M -$118K -2,537 -10%
MA
16
Mutual Advisors
Nebraska
$985K +$90.1K +1,930 +10%
RCM
17
RMR Capital Management
California
$883K +$5.84K +125 +0.7%
BEI
18
Benjamin Edwards Inc
Missouri
$601K -$36.3M -778,325 -98%
Raymond James Financial
19
Raymond James Financial
Florida
$583K +$43.3K +927 +8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$550K -$791K -16,930 -59%
FFG
21
Fiduciary Financial Group
California
$520K +$33.8K +724 +7%
HA
22
Hegarty Advisors
New York
$510K +$50.4K +1,080 +11%
TAM
23
Tocqueville Asset Management
New York
$402K
RWA
24
Reicon Wealth Advisors
Georgia
$362K +$95.1K +2,036 +36%
SSWM
25
Sheets Smith Wealth Management
North Carolina
$356K +$5.37K +115 +2%

HYBB Hedge Fund Activity: Q2 2026 in Review

47 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares BB Rated Corporate Bond ETF (HYBB) for Q2 2026, worth a combined $270M — down 22% from $345M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HYBB and 6 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 22 added.

The largest buyer was Ohio Public Employees Retirement System (OPERS), adding an estimated $19.8M. The largest seller was Stifel Financial, cutting an estimated $53.6M.

  • 47 institutional investors held iShares BB Rated Corporate Bond ETF (HYBB) as of Q2 2026, down from 53 in Q1 2026.
  • Funds reported $270M of iShares BB Rated Corporate Bond ETF stock for Q2 2026, down 22% quarter-over-quarter.
  • 6 funds opened new iShares BB Rated Corporate Bond ETF positions in Q2 2026 and 11 closed out, a net change of -5 holders.
  • The largest iShares BB Rated Corporate Bond ETF buyer in Q2 2026 was Ohio Public Employees Retirement System (OPERS), an estimated $19.8M added.
  • The largest iShares BB Rated Corporate Bond ETF seller in Q2 2026 was Stifel Financial, an estimated $53.6M sold.

Based on aggregated 13F filings for Q2 2026.