iShares BB Rated Corp. BondHYBBETF

13F holders, Q2 2026 (June 30)
46holders −7
5new positions
11sold out
$46.77avg. 13F price*

At the end of Q2 2026, 46 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, down 7 from Q1 2026. 5 opened new positions and 11 sold out. The largest holders were Public Employees Retirement System of Ohio ($119.2M), Valmark Advisers, Inc. ($83.3M) and Bank Julius Baer & Co. Ltd, Zurich ($17.5M).

Company
iShares BB Rated Corp. Bond
CUSIP
46435U473
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 39Q1 2024Q2 2024: 48Q2 2024Q3 2024: 51Q3 2024Q4 2024: 54Q4 2024Q1 2025: 52Q1 2025Q2 2025: 53Q2 2025Q3 2025: 51Q3 2025Q4 2025: 56Q4 2025Q1 2026: 53Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$620K
Exits11$20.4M

All 13F filers, Q1 2026 → Q2 2026: 734,674 shares bought and 2,398,775 shares sold, net −1,664,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Public Employees Retirement System of Ohio 0.35% Add +19.9% 2,548,011 $119.2M
Valmark Advisers, Inc. 0.89% Add +16.3% 1,781,212 $83.3M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +0.0% 373,321 $17.5M
Morgan Stanley 0.00% No change 287,231 $13.4M
Victory Capital Management Inc. 0.01% No change 196,500 $9.2M
Janney Montgomery Scott LLC 0.01% Reduce -1.6% 68,810 $3.2M
LPL Financial LLC 0.00% Reduce -9.3% 59,696 $2.8M
Zuckerman Investment Group, LLC 0.18% Add +170.1% 46,130 $2.2M
Stifel Financial Corp. 0.00% Reduce -96.5% 41,472 $1.9M
Nottingham Advisors, Inc. 0.23% Add +3.7% 40,286 $1.9M
Bank of America Corp. 0.00% Add +0.2% 34,963 $1.6M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -7.6% 30,316 $1.4M
Arrowroot Family Office, LLC 0.40% Add +5.3% 29,530 $1.4M
WFA of San Diego, LLC 1.09% Add +9.1% 28,510 $1.3M
Jane Street Group, LLC 0.00% Reduce -10.4% 21,902 $1.0M
Mutual Advisors, LLC 0.02% Add +10.1% 21,056 $985K
RMR Capital Management, LLC 0.61% Add +0.7% 18,890 $883K
Benjamin Edwards Inc. 0.01% Reduce -98.4% 12,855 $601K
Raymond James Financial Inc. 0.00% Add +8.0% 12,469 $583K
Envestnet Asset Management Inc. 0.00% Reduce -59.0% 11,755 $550K
Fiduciary Financial Group, LLC 0.06% Add +7.0% 11,124 $520K
Hegarty Advisors, LLC 0.35% Add +11.0% 10,909 $510K
Tocqueville Asset Management L.P. 0.01% No change 8,600 $402K
Reicon Wealth Advisors, LLC 0.23% Add +35.7% 7,734 $362K
Sheets Smith Wealth Management 0.04% Add +1.5% 7,605 $356K
Farther Finance Advisors, LLC 0.00% Reduce -24.9% 6,784 $317K
Advisory Services Network, LLC 0.00% Add +6.4% 6,607 $309K
IFS Group,LLC 0.35% Add +22.5% 5,451 $255K
Keeler Thomas Management LLC 0.09% New 5,445 $255K
Osaic Holdings, Inc. 0.00% Add +31.8% 5,290 $247K
Cambridge Investment Research Advisors, Inc. 0.00% Add +13.2% 5,238 $245K
Money Concepts Capital Corp. 0.01% New 4,347 $203K
First Pacific Advisors, LP 0.00% Add +2524.7% 3,727 $174K
Fiduciary Financial Advisors 0.02% New 3,438 $161K
IFP Advisors, Inc 0.00% Add +1.2% 1,122 $52K
Harbour Investments, Inc. 0.00% Reduce -14.6% 598 $28K
North Star Investment Management Corp. 0.00% No change 554 $26K
AE Wealth Management LLC 0.00% No change 511 $24K
Global Retirement Partners, LLC 0.00% — 500 $23K
1620 Investment Advisors, Inc. 0.01% No change 450 $21K
Capital Investment Advisory Services, LLC 0.00% No change 411 $19K
KERR FINANCIAL PLANNING Corp 0.01% Add +0.8% 265 $12K
Royal Bank of Canada 0.00% Reduce -86.9% 191 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 42 $2K
UBS Group AG 0.00% New 18 $842
Creative Capital Management Investments LLC 0.00% No change 4 $187

"% of holder's portfolio" is HYBB's weight in each manager's 13F, not the share of iShares BB Rated Corp. Bond the manager owns.