iShares BB Rated Corp. BondHYBBETF
13F holders, Q1 2025 (March 31)52holders −2
4new positions
3sold out
$46.19avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, down 2 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Stifel Financial Corp. ($105.8M), Benjamin Edwards Inc. ($84.2M) and Confluence Investment Management LLC ($34.8M).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $316K |
| Exits | 3 | $990K |
All 13F filers, Q4 2024 → Q1 2025: 246,242 shares bought and 68,080 shares sold, net +178,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Stifel Financial Corp. | 0.11% | Add +1.1% | 2,289,548 | $105.8M |
| Benjamin Edwards Inc. | 1.18% | Add +2.7% | 1,821,330 | $84.2M |
| Confluence Investment Management LLC | 0.50% | Add +2.0% | 752,841 | $34.8M |
| Alaska Permanent Fund Corp | 0.36% | No change | 550,000 | $25.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -2.7% | 321,500 | $14.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +14.4% | 247,458 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.8% | 137,390 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +180.6% | 82,167 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +30.7% | 68,861 | $3.2M |
| Andina Capital Management, LLC | 1.73% | Reduce -1.9% | 52,513 | $2.4M |
| Visionary Wealth Advisors | 0.12% | Reduce -2.9% | 43,809 | $2.0M |
| HM Payson & Co. | 0.03% | No change | 42,208 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +11.0% | 41,365 | $1.9M |
| Municipal Employees' Retirement System of Michigan | 0.02% | Reduce -11.8% | 38,566 | $1.8M |
| Nottingham Advisors, Inc. | 0.25% | Reduce -0.4% | 35,174 | $1.6M |
| LPL Financial LLC | 0.00% | Add +5.8% | 30,340 | $1.4M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -11.0% | 21,147 | $975K |
| Laffer Tengler Investments, Inc. | 0.24% | Add +48.5% | 20,012 | $925K |
| RMR Capital Management, LLC | 0.59% | No change | 17,626 | $814K |
| Comerica Bank | 0.00% | Reduce -7.6% | 16,024 | $740K |
| Heritage Family Offices, LLP | 0.36% | Add +41.9% | 15,232 | $704K |
| Zuckerman Investment Group, LLC | 0.08% | Add +0.0% | 15,207 | $703K |
| Mutual Advisors, LLC | 0.02% | Reduce -37.5% | 15,147 | $698K |
| Fiduciary Financial Group, LLC | 0.12% | Add +6.0% | 12,639 | $568K |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.3% | 11,954 | $552K |
| Sheets Smith Wealth Management | 0.07% | No change | 11,490 | $531K |
| Swmg, LLC | 0.21% | Reduce -54.4% | 11,438 | $527K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +61.7% | 10,929 | $505K |
| Partners Capital Investment Group, LLP | 0.01% | Add +100.0% | 9,102 | $421K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,600 | $397K |
| &partners | 0.00% | Reduce -0.7% | 7,921 | $366K |
| Mariner, LLC | 0.00% | No change | 5,032 | $233K |
| Susquehanna International Group, LLP | 0.00% | New | 5,000 | $231K |
| Osaic Holdings, Inc. | 0.00% | Add +127.8% | 3,439 | $159K |
| Bank of America Corp. | 0.00% | Add +35.4% | 3,023 | $140K |
| IFP Advisors, Inc | 0.00% | Reduce -28.6% | 2,500 | $116K |
| Lanark Financial, Inc. | 0.01% | — | 1,382 | $63K |
| NorthRock Partners, LLC | 0.00% | No change | 1,000 | $46K |
| UBS Group AG | 0.00% | New | 866 | $40K |
| Wells Fargo & Company | 0.00% | Add +166.4% | 706 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 700 | $32K |
| North Star Investment Management Corp. | 0.00% | New | 554 | $26K |
| AE Wealth Management LLC | 0.00% | No change | 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 +0.5% | 442 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 411 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -6.7% | 320 | $15K |
| Morgan Stanley | 0.00% | Reduce -0.7% | 289 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -58.9% | 267 | $12K |
| FMR LLC | 0.00% | Add +175.0% | 22 | $1K |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $185 |
"% 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.