iShares BB Rated Corp. BondHYBBETF
13F holders, Q2 2024 (June 30)48holders +9
7new positions
2sold out
$46.21avg. 13F price*
At the end of Q2 2024, 48 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, up 9 from Q1 2024. 7 opened new positions and 2 sold out. The largest holders were Stifel Financial Corp. ($134.6M), Benjamin F. Edwards & Company, Inc. ($92.6M) and Confluence Investment Management LLC ($42.3M).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.0M |
| Exits | 2 | $631K |
All 13F filers, Q1 2024 → Q2 2024: 732,670 shares bought and 92,083 shares sold, net +640,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Stifel Financial Corp. | 0.15% | Add +5.8% | 2,924,181 | $134.6M |
| Benjamin F. Edwards & Company, Inc. | 1.63% | Add +11.0% | 2,013,076 | $92.6M |
| Confluence Investment Management LLC | 0.61% | Add +13.9% | 918,439 | $42.3M |
| Alaska Permanent Fund Corp | 0.38% | No change | 550,000 | $25.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -3.6% | 214,382 | $11.0M |
| Benjamin Edwards Inc. | 1.41% | Add +3.8% | 158,964 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +173.3% | 128,875 | $5.9M |
| Atria Investments, Inc | 0.03% | Add +4.0% | 55,280 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -0.5% | 49,436 | $2.3M |
| HM Payson & Co. | 0.04% | No change | 42,208 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -31.4% | 41,688 | $1.9M |
| Confluence Wealth Services, Inc. | 0.14% | Add +130.3% | 38,630 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +0.0% | 38,234 | $1.8M |
| Swmg, LLC | 0.75% | Add +1.1% | 36,374 | $1.7M |
| Municipal Employees' Retirement System of Michigan | 0.02% | Add +14.2% | 35,071 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 32,924 | $1.5M |
| Andina Capital Management, LLC | 1.04% | New | 30,076 | $1.4M |
| Nottingham Advisors, Inc. | 0.16% | Add +14.4% | 29,425 | $1.4M |
| LPL Financial LLC | 0.00% | New | 24,944 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -64.3% | 24,426 | $1.1M |
| Comerica Bank | 0.00% | Reduce -3.3% | 21,826 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Add +15.9% | 20,186 | $936K |
| Arrowroot Family Office, LLC | 0.59% | Add +36.6% | 20,049 | $923K |
| Columbus Macro, LLC | 0.34% | Reduce -2.3% | 19,163 | $883K |
| Laffer Tengler Investments, Inc. | 0.19% | New | 15,996 | $736K |
| Bank of America Corp. | 0.00% | Reduce -19.7% | 15,548 | $716K |
| Zuckerman Investment Group, LLC | 0.07% | Add +13.0% | 13,278 | $611K |
| Sheets Smith Wealth Management | 0.07% | No change | 12,511 | $576K |
| Fiduciary Financial Group, LLC | 0.11% | — | 10,018 | $466K |
| Heritage Wealth Management, LLC | 0.26% | New | 10,029 | $462K |
| Heritage Family Offices, LLP | 0.26% | — | 10,029 | $462K |
| Victory Capital Management Inc. | 0.00% | No change | 10,000 | $460K |
| Partners Capital Investment Group, LLP | 0.01% | Add +100.0% | 9,102 | $419K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,600 | $396K |
| Mariner, LLC | 0.00% | Reduce -20.7% | 6,275 | $289K |
| Steele Capital Management, Inc. | 0.01% | No change | 5,000 | $230K |
| Two Sigma Securities, LLC | 0.01% | New | 4,551 | $209K |
| WFA of San Diego, LLC | 0.18% | — | 4,455 | $205K |
| IFP Advisors, Inc | 0.01% | Reduce -7.9% | 3,500 | $161K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,200 | $101K |
| Harbour Investments, Inc. | 0.00% | No change | 1,765 | $81K |
| Lanark Financial, Inc. | 0.00% | New | 1,046 | $48K |
| NorthRock Partners, LLC | 0.00% | No change | 1,000 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +106.5% | 568 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 465 | $21K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 449 | $21K |
| Morgan Stanley | 0.00% | Add +0.3% | 290 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $460 |
"% 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.