iShares BB Rated Corp. BondHYBBETF

13F holders, Q2 2025 (June 30)
53holders +1
4new positions
6sold out
$46.95avg. 13F price*

At the end of Q2 2025, 53 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 6 sold out. The largest holders were Alaska Permanent Fund Corp ($25.7M), Stifel Financial Corp. ($17.4M) and Bank Julius Baer & Co. Ltd, Zurich ($16.2M).

Company
iShares BB Rated Corp. Bond
CUSIP
46435U473
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 39Q1 2024Q2 2024: 48Q2 2024Q3 2024: 51Q3 2024Q4 2024: 54Q4 2024Q1 2025: 52Q1 2025Q2 2025: 53Q2 2025Q3 2025: 51Q3 2025Q4 2025: 56Q4 2025Q1 2026: 53Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$731K
Exits6$3.8M

All 13F filers, Q1 2025 → Q2 2025: 119,734 shares bought and 4,324,751 shares sold, net −4,205,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Alaska Permanent Fund Corp 1.53% No change 550,000 $25.7M
Stifel Financial Corp. 0.02% Reduce -83.8% 370,042 $17.4M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +39.4% 344,895 $16.2M
Victory Capital Management Inc. 0.01% Add +0.2% 322,000 $15.1M
Benjamin Edwards Inc. 0.18% Reduce -83.0% 308,926 $14.5M
Envestnet Asset Management Inc. 0.00% Reduce -13.0% 119,540 $5.6M
Confluence Investment Management LLC 0.05% Reduce -89.4% 79,826 $3.8M
Cetera Investment Advisers 0.01% Reduce -8.1% 75,508 $3.5M
Janney Montgomery Scott LLC 0.01% Reduce -13.0% 59,879 $2.8M
Municipal Employees' Retirement System of Michigan 0.02% No change 38,566 $1.8M
Nottingham Advisors, Inc. 0.25% Add +3.9% 36,543 $1.7M
LPL Financial LLC 0.00% Reduce -3.6% 29,259 $1.4M
Andina Capital Management, LLC 0.90% Reduce -47.8% 27,405 $1.3M
Laffer Tengler Investments, Inc. 0.20% Reduce -0.1% 19,991 $940K
WFA of San Diego, LLC 0.69% — 19,922 $936K
HM Payson & Co. 0.01% Reduce -54.0% 19,435 $913K
RMR Capital Management, LLC 0.61% Add +2.8% 18,121 $852K
Farther Finance Advisors, LLC 0.02% Reduce -17.3% 17,491 $822K
Arrowroot Family Office, LLC 0.37% — 17,363 $816K
Mutual Advisors, LLC 0.02% Add +10.0% 16,666 $780K
Zuckerman Investment Group, LLC 0.08% Add +8.0% 16,426 $772K
Heritage Family Offices, LLP 0.36% Add +0.1% 15,254 $705K
Fiduciary Financial Group, LLC 0.11% No change 12,639 $591K
Raymond James Financial Inc. 0.00% New 10,977 $516K
Focus Partners Advisor Solutions, LLC 0.01% Add +0.4% 10,970 $516K
Swmg, LLC 0.15% Reduce -16.0% 9,604 $450K
Sheets Smith Wealth Management 0.05% Reduce -17.4% 9,490 $446K
Tocqueville Asset Management L.P. 0.01% No change 8,600 $404K
Mariner, LLC 0.00% Reduce -4.4% 4,809 $226K
Bank of New York Mellon Corp 0.00% Reduce -62.9% 4,439 $209K
Zhang Financial LLC 0.01% New 4,314 $203K
Atria Investments, Inc 0.00% Reduce -89.7% 4,273 $201K
Osaic Holdings, Inc. 0.00% Add +5.0% 3,611 $170K
Bank of America Corp. 0.00% Add +12.2% 3,392 $159K
Lanark Financial, Inc. 0.01% No change 1,382 $64K
Royal Bank of Canada 0.00% Add +343.1% 1,183 $56K
IFP Advisors, Inc 0.00% Reduce -60.0% 1,000 $47K
Wells Fargo & Company 0.00% No change 706 $33K
Harbour Investments, Inc. 0.00% No change 700 $33K
North Star Investment Management Corp. 0.00% No change 554 $26K
AE Wealth Management LLC 0.00% No change 499 $23K
Principal Securities, Inc. 0.00% No change 465 $22K
Cwm, LLC 0.00% Add +1.4% 448 $21K
Ancora Advisors LLC 0.00% No change 438 $21K
Capital Investment Advisory Services, LLC 0.00% No change 411 $19K
Morgan Stanley 0.00% Add +37.7% 398 $19K
Legacy Investment Solutions, LLC 0.01% — 320 $15K
Legacy Wealth Managment, LLC 0.01% No change 320 $15K
Bank of Montreal 0.00% New 259 $12K
UBS Group AG 0.00% Reduce -77.1% 198 $9K
FMR LLC 0.00% Reduce -36.4% 14 $658
Sunbelt Securities, Inc. 0.00% New 10 $460
Creative Capital Management Investments LLC 0.00% No change 4 $188

"% 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.