iShares BB Rated Corp. BondHYBBETF
13F holders, Q3 2024 (September 30)51holders +3
11new positions
6sold out
$47.61avg. 13F price*
At the end of Q3 2024, 51 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, up 3 from Q2 2024. 11 opened new positions and 6 sold out. The largest holders were Stifel Financial Corp. ($113.8M), Benjamin Edwards Inc. ($87.7M) and Confluence Investment Management LLC ($36.1M).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.8M |
| Exits | 6 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,855,844 shares bought and 820,985 shares sold, net +1,034,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Stifel Financial Corp. | 0.12% | Reduce -17.8% | 2,403,739 | $113.8M |
| Benjamin Edwards Inc. | 1.28% | Add +1065.1% | 1,852,092 | $87.7M |
| Confluence Investment Management LLC | 0.48% | Reduce -17.0% | 762,116 | $36.1M |
| Alaska Permanent Fund Corp | 0.38% | No change | 550,000 | $26.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -6.1% | 201,355 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 111,132 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +80.9% | 75,419 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +83.6% | 44,836 | $2.1M |
| Atria Investments, Inc | 0.03% | Reduce -20.2% | 44,115 | $2.1M |
| Visionary Wealth Advisors | 0.12% | Reduce -13.0% | 43,016 | $2.0M |
| HM Payson & Co. | 0.03% | No change | 42,208 | $2.0M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +3.5% | 39,582 | $1.9M |
| Andina Capital Management, LLC | 1.37% | Add +26.8% | 38,123 | $1.8M |
| Nottingham Advisors, Inc. | 0.18% | Add +16.4% | 34,260 | $1.6M |
| LPL Financial LLC | 0.00% | Add +17.2% | 29,245 | $1.4M |
| Municipal Employees' Retirement System of Michigan | 0.02% | Reduce -18.7% | 28,510 | $1.4M |
| Bank of Montreal | 0.00% | New | 27,340 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -18.2% | 26,941 | $1.3M |
| Swmg, LLC | 0.50% | Reduce -28.1% | 26,163 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | New | 24,554 | $1.2M |
| Arrowroot Family Office, LLC | 0.64% | Add +16.4% | 23,330 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +7.8% | 21,764 | $1.0M |
| Bank of America Corp. | 0.00% | Add +13.7% | 17,681 | $837K |
| Comerica Bank | 0.00% | Reduce -21.5% | 17,135 | $811K |
| Zuckerman Investment Group, LLC | 0.07% | Add +7.7% | 14,302 | $677K |
| Sheets Smith Wealth Management | 0.07% | Reduce -0.2% | 12,490 | $591K |
| Laffer Tengler Investments, Inc. | 0.14% | Reduce -23.0% | 12,315 | $583K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -69.1% | 11,950 | $566K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 10,651 | $504K |
| Bank of New York Mellon Corp | 0.00% | New | 10,589 | $501K |
| Victory Capital Management Inc. | 0.00% | No change | 10,000 | $474K |
| Fiduciary Financial Group, LLC | 0.11% | Add +0.7% | 10,090 | $472K |
| Heritage Family Offices, LLP | 0.24% | Reduce -4.0% | 9,630 | $456K |
| Partners Capital Investment Group, LLP | 0.01% | No change | 9,102 | $431K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,600 | $407K |
| &partners | 0.00% | New | 5,176 | $245K |
| WFA of San Diego, LLC | 0.19% | Add +5.9% | 4,719 | $223K |
| IFP Advisors, Inc | 0.01% | No change | 3,500 | $166K |
| Harbour Investments, Inc. | 0.00% | No change | 1,765 | $84K |
| Lanark Financial, Inc. | 0.00% | No change | 1,046 | $49K |
| NorthRock Partners, LLC | 0.00% | No change | 1,000 | $47K |
| CENTRAL TRUST Co | 0.00% | New | 974 | $46K |
| Royal Bank of Canada | 0.00% | New | 920 | $44K |
| Osaic Holdings, Inc. | 0.00% | Add +59.0% | 903 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 465 | $22K |
| Cwm, LLC | 0.00% | New | 435 | $21K |
| Ancora Advisors LLC | 0.00% | New | 438 | $21K |
| Morgan Stanley | 0.00% | No change | 290 | $14K |
| Johnson Financial Group, Inc. | 0.00% | New | 222 | $11K |
| FMR LLC | 0.00% | New | 58 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $474 |
"% 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.