iShares BB Rated Corp. BondHYBBETF
13F holders, Q4 2024 (December 31)54holders +3
8new positions
4sold out
$46.16avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, up 3 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Stifel Financial Corp. ($104.2M), Benjamin Edwards Inc. ($81.6M) and Confluence Investment Management LLC ($34.0M).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 4 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 425,148 shares bought and 372,829 shares sold, net +52,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Stifel Financial Corp. | 0.11% | Reduce -5.8% | 2,264,803 | $104.2M |
| Benjamin Edwards Inc. | 1.17% | Reduce -4.2% | 1,773,681 | $81.6M |
| Confluence Investment Management LLC | 0.47% | Reduce -3.1% | 738,106 | $34.0M |
| Alaska Permanent Fund Corp | 0.38% | No change | 550,000 | $25.3M |
| Victory Capital Management Inc. | 0.02% | Add +3205.0% | 330,500 | $15.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +7.4% | 216,300 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 114,732 | $5.3M |
| Andina Capital Management, LLC | 2.01% | Add +40.5% | 53,551 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.6% | 52,704 | $2.4M |
| Visionary Wealth Advisors | 0.12% | Add +4.9% | 45,125 | $2.1M |
| Municipal Employees' Retirement System of Michigan | 0.03% | Add +53.3% | 43,716 | $2.0M |
| HM Payson & Co. | 0.03% | No change | 42,208 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.10% | Reduce -1.5% | 38,994 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -15.6% | 37,251 | $1.7M |
| Nottingham Advisors, Inc. | 0.21% | Add +3.0% | 35,304 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +8.7% | 29,281 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 28,685 | $1.3M |
| Arrowroot Family Office, LLC | 0.63% | Add +12.1% | 26,160 | $1.2M |
| Swmg, LLC | 0.46% | Reduce -4.2% | 25,055 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +11.4% | 24,244 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -3.3% | 23,749 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -72.6% | 20,636 | $949K |
| RMR Capital Management, LLC | 0.60% | New | 17,626 | $811K |
| Comerica Bank | 0.00% | Add +1.2% | 17,344 | $798K |
| Zuckerman Investment Group, LLC | 0.07% | Add +6.3% | 15,205 | $705K |
| Bank of New York Mellon Corp | 0.00% | Add +30.2% | 13,783 | $634K |
| Laffer Tengler Investments, Inc. | 0.15% | Add +9.4% | 13,479 | $620K |
| Fiduciary Financial Group, LLC | 0.12% | Add +18.1% | 11,919 | $547K |
| Sheets Smith Wealth Management | 0.06% | Reduce -8.0% | 11,490 | $529K |
| Heritage Family Offices, LLP | 0.25% | Add +11.4% | 10,731 | $494K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,600 | $396K |
| &partners | 0.00% | Add +54.1% | 7,975 | $369K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -36.5% | 6,758 | $311K |
| Mariner, LLC | 0.00% | New | 5,032 | $231K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -50.0% | 4,551 | $209K |
| IFP Advisors, Inc | 0.01% | No change | 3,500 | $161K |
| Bank of America Corp. | 0.00% | Reduce -87.4% | 2,233 | $103K |
| Osaic Holdings, Inc. | 0.00% | Add +67.2% | 1,510 | $70K |
| NorthRock Partners, LLC | 0.00% | No change | 1,000 | $46K |
| JPMorgan Chase & Co. | 0.00% | New | 874 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -60.3% | 700 | $32K |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 649 | $30K |
| AE Wealth Management LLC | 0.00% | New | 499 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 465 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 438 | $20K |
| Cwm, LLC | 0.00% | Add +1.1% | 440 | $20K |
| Legacy Investment Solutions, LLC | 0.01% | New | 343 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | New | 343 | $16K |
| Morgan Stanley | 0.00% | Add +0.3% | 291 | $13K |
| Wells Fargo & Company | 0.00% | New | 265 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $460 |
| FMR LLC | 0.00% | Reduce -86.2% | 8 | $368 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $184 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $48 |
"% 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.