iShares BB Rated Corp. BondHYBBETF
13F holders, Q1 2024 (March 31)39holders
$46.17avg. 13F price*
At the end of Q1 2024, 39 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings. The largest holders were Stifel Financial Corp. ($127.8M), Benjamin F. Edwards & Company, Inc. ($83.9M) and Confluence Investment Management LLC ($37.3M).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.2M |
| Exits | 7 | $1.8M |
Ownership 39 holders
| Stifel Financial Corp. | 0.15% | Add +36.6% | 2,763,897 | $127.8M |
| Benjamin F. Edwards & Company, Inc. | 1.52% | Add +44.5% | 1,813,837 | $83.9M |
| Confluence Investment Management LLC | 0.50% | Add +39.5% | 806,665 | $37.3M |
| Alaska Permanent Fund Corp | 0.37% | No change | 550,000 | $25.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -30.5% | 222,497 | $10.3M |
| Benjamin Edwards Inc. | 1.41% | Add +20.2% | 153,173 | $7.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.2% | 68,496 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +99.5% | 60,745 | $2.8M |
| Atria Investments, Inc | 0.03% | Add +44.8% | 53,152 | $2.5M |
| Visionary Wealth Advisors | 0.16% | Add +66.5% | 49,671 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.0% | 47,164 | $2.2M |
| HM Payson & Co. | 0.04% | New | 42,208 | $2.0M |
| Swmg, LLC | 0.75% | Add +75.4% | 35,961 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +76.4% | 31,367 | $1.5M |
| Municipal Employees' Retirement System of Michigan | 0.02% | No change | 30,699 | $1.4M |
| Comerica Bank | 0.00% | Add +76.4% | 22,567 | $1.0M |
| Columbus Macro, LLC | 0.34% | Add +2.7% | 19,613 | $907K |
| Bank of America Corp. | 0.00% | Reduce -17.2% | 19,370 | $896K |
| Mutual Advisors, LLC | 0.03% | Add +2.0% | 17,410 | $805K |
| Confluence Wealth Services, Inc. | 0.07% | New | 16,774 | $776K |
| Arrowroot Family Office, LLC | 0.43% | Add +11.1% | 14,676 | $679K |
| Susquehanna International Group, LLP | 0.00% | New | 13,372 | $618K |
| Nottingham Advisors, Inc. | 0.07% | Add +5.4% | 25,730 | $609K |
| Sheets Smith Wealth Management | 0.06% | Add +5.0% | 12,511 | $579K |
| Zuckerman Investment Group, LLC | 0.06% | Add +3.3% | 11,747 | $543K |
| Victory Capital Management Inc. | 0.00% | No change | 10,000 | $463K |
| Tocqueville Asset Management L.P. | 0.01% | New | 8,600 | $398K |
| Mariner, LLC | 0.00% | New | 7,917 | $366K |
| Steele Capital Management, Inc. | 0.01% | Add +11.1% | 5,000 | $231K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -50.0% | 4,551 | $210K |
| IFP Advisors, Inc | 0.01% | No change | 3,800 | $176K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,200 | $102K |
| Harbour Investments, Inc. | 0.00% | No change | 1,765 | $82K |
| NorthRock Partners, LLC | 0.00% | New | 1,000 | $46K |
| Principal Securities, Inc. | 0.00% | No change | 465 | $22K |
| Morgan Stanley | 0.00% | No change | 289 | $13K |
| Aspire Private Capital, LLC | 0.00% | New | 279 | $13K |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.3% | 275 | $13K |
| Sunbelt Securities, Inc. | 0.00% | New | 10 | $462 |
"% 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.