iShares BB Rated Corp. BondHYBBETF

13F holders, Q3 2025 (September 30)
51holders −2
7new positions
9sold out
$47.31avg. 13F price*

At the end of Q3 2025, 51 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, down 2 from Q2 2025. 7 opened new positions and 9 sold out. The largest holders were Stifel Financial Corp. ($46.4M), Benjamin Edwards Inc. ($34.6M) and Morgan Stanley ($25.8M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$1.6M
Exits9$27.6M

All 13F filers, Q2 2025 → Q3 2025: 1,946,674 shares bought and 601,558 shares sold, net +1,345,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Stifel Financial Corp. 0.04% Add +164.9% 980,388 $46.4M
Benjamin Edwards Inc. 0.39% Add +136.7% 731,275 $34.6M
Morgan Stanley 0.00% Add +136899.0% 545,256 $25.8M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Add +3.6% 357,452 $16.9M
Victory Capital Management Inc. 0.01% Add +4.5% 336,500 $15.9M
Confluence Investment Management LLC 0.18% Add +239.3% 270,829 $12.8M
Envestnet Asset Management Inc. 0.00% Add +13.0% 135,096 $6.4M
Janney Montgomery Scott LLC 0.01% Add +39.0% 83,228 $3.9M
Cetera Investment Advisers 0.00% Reduce -6.8% 70,409 $3.3M
Focus Partners Advisor Solutions, LLC 0.02% Add +304.6% 44,388 $2.1M
Municipal Employees' Retirement System of Michigan 0.02% No change 38,566 $1.8M
LPL Financial LLC 0.00% Add +29.4% 37,874 $1.8M
Nottingham Advisors, Inc. 0.24% Add +1.4% 37,061 $1.8M
RMR Capital Management, LLC 0.90% Add +49.7% 27,130 $1.3M
Andina Capital Management, LLC 0.66% Reduce -10.4% 24,541 $1.2M
Laffer Tengler Investments, Inc. 0.22% Add +21.9% 24,380 $1.2M
WFA of San Diego, LLC 0.71% Add +10.5% 22,017 $1.0M
Mutual Advisors, LLC 0.02% Add +13.9% 18,986 $896K
Heritage Family Offices, LLP 0.38% Add +14.1% 17,398 $823K
Zuckerman Investment Group, LLC 0.07% Add +2.6% 16,855 $797K
Bank of America Corp. 0.00% Add +390.1% 16,625 $787K
Arrowroot Family Office, LLC 0.31% Reduce -4.9% 16,515 $781K
Visionary Wealth Advisors 0.03% New 15,834 $749K
Farther Finance Advisors, LLC 0.01% Reduce -14.0% 15,035 $711K
Fiduciary Financial Group, LLC 0.09% Add +0.3% 12,670 $599K
Raymond James Financial Inc. 0.00% Add +3.9% 11,406 $540K
Sheets Smith Wealth Management 0.05% No change 9,490 $449K
Tocqueville Asset Management L.P. 0.01% No change 8,600 $407K
Zhang Financial LLC 0.01% Add +49.6% 6,456 $305K
Comerica Bank 0.00% New 6,260 $296K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,985 $236K
Mariner, LLC 0.00% Add +1.9% 4,900 $232K
Jane Street Group, LLC 0.00% New 4,406 $208K
Osaic Holdings, Inc. 0.00% Reduce -1.7% 3,551 $168K
Lanark Financial, Inc. 0.01% No change 1,382 $65K
IFP Advisors, Inc 0.00% Add +29.8% 1,298 $61K
1620 Investment Advisors, Inc. 0.02% New 730 $35K
Harbour Investments, Inc. 0.00% No change 700 $33K
Cwm, LLC 0.00% Add +37.0% 614 $29K
North Star Investment Management Corp. 0.00% No change 554 $26K
Global Retirement Partners, LLC 0.00% New 500 $24K
AE Wealth Management LLC 0.00% No change 499 $24K
Principal Securities, Inc. 0.00% No change 465 $22K
Capital Investment Advisory Services, LLC 0.00% No change 411 $19K
Royal Bank of Canada 0.00% Reduce -77.4% 267 $13K
Bank of Montreal 0.00% Add +0.4% 260 $12K
KERR FINANCIAL PLANNING Corp 0.02% — 256 $12K
Advisory Services Network, LLC 0.00% New 113 $5K
Wells Fargo & Company 0.00% Reduce -84.7% 108 $5K
FMR LLC 0.00% No change 14 $662
Creative Capital Management Investments LLC 0.00% No change 4 $189

"% 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.