iShares BB Rated Corp. BondHYBBETF
13F holders, Q4 2025 (December 31)56holders +5
6new positions
4sold out
$47.13avg. 13F price*
At the end of Q4 2025, 56 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Public Employees Retirement System of Ohio ($101.0M), Valmark Advisers, Inc. ($68.6M) and Stifel Financial Corp. ($66.7M).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $170.8M |
| Exits | 4 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,673,744 shares bought and 201,940 shares sold, net +4,471,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Public Employees Retirement System of Ohio | 0.32% | New | 2,144,054 | $101.0M |
| Valmark Advisers, Inc. | 0.85% | New | 1,456,143 | $68.6M |
| Stifel Financial Corp. | 0.06% | Add +44.5% | 1,416,283 | $66.7M |
| Benjamin Edwards Inc. | 0.56% | Add +47.9% | 1,081,255 | $51.0M |
| Morgan Stanley | 0.00% | Reduce -19.5% | 439,046 | $20.7M |
| Confluence Investment Management LLC | 0.31% | Add +60.1% | 433,506 | $20.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +4.1% | 372,034 | $17.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.2% | 329,000 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.7% | 128,738 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 86,823 | $4.1M |
| Cetera Investment Advisers | 0.00% | Reduce -10.9% | 62,729 | $3.0M |
| LPL Financial LLC | 0.00% | Add +28.3% | 48,600 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +793.4% | 39,365 | $1.9M |
| Nottingham Advisors, Inc. | 0.22% | Reduce -8.1% | 34,057 | $1.6M |
| Visionary Wealth Advisors | 0.06% | Add +80.4% | 28,560 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -38.3% | 27,369 | $1.3M |
| Andina Capital Management, LLC | 0.75% | Add +7.3% | 26,345 | $1.2M |
| WFA of San Diego, LLC | 0.84% | Add +10.5% | 24,326 | $1.1M |
| Laffer Tengler Investments, Inc. | 0.20% | Reduce -0.6% | 24,240 | $1.1M |
| Arrowroot Family Office, LLC | 0.39% | Add +37.8% | 22,758 | $1.1M |
| RMR Capital Management, LLC | 0.68% | Reduce -26.0% | 20,065 | $946K |
| Bank of America Corp. | 0.00% | Add +18.6% | 19,713 | $929K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.2% | 18,007 | $849K |
| Heritage Family Offices, LLP | 0.37% | Add +0.2% | 17,429 | $821K |
| Zuckerman Investment Group, LLC | 0.07% | Add +1.8% | 17,153 | $808K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.3% | 14,235 | $671K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 12,670 | $597K |
| Commons Capital, LLC | 0.41% | New | 12,420 | $585K |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 11,437 | $539K |
| Comerica Bank | 0.00% | Add +82.6% | 11,433 | $539K |
| Sheets Smith Wealth Management | 0.05% | No change | 9,490 | $447K |
| Mariner, LLC | 0.00% | Add +90.5% | 9,337 | $440K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,600 | $405K |
| Hegarty Advisors, LLC | 0.30% | — | 7,277 | $343K |
| Reicon Wealth Advisors, LLC | 0.23% | — | 6,761 | $319K |
| &partners | 0.00% | New | 5,793 | $273K |
| Zhang Financial LLC | 0.01% | Reduce -13.2% | 5,606 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,837 | $228K |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 3,991 | $188K |
| IFP Advisors, Inc | 0.00% | Add +61.9% | 2,101 | $99K |
| Lanark Financial, Inc. | 0.00% | No change | 1,382 | $65K |
| Cwm, LLC | 0.00% | Add +45.3% | 892 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 700 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -17.8% | 600 | $28K |
| North Star Investment Management Corp. | 0.00% | No change | 554 | $26K |
| AE Wealth Management LLC | 0.00% | Add +2.4% | 511 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 500 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 411 | $19K |
| First Pacific Advisors, LP | 0.00% | New | 286 | $13K |
| Bank of Montreal | 0.00% | Add +1.9% | 265 | $12K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +0.8% | 258 | $12K |
| Royal Bank of Canada | 0.00% | Reduce -28.5% | 191 | $9K |
| Signature Equity Partners, LLC | 0.00% | — | 160 | $8K |
| Wells Fargo & Company | 0.00% | Add +26.9% | 137 | $6K |
| FMR LLC | 0.00% | Add +628.6% | 102 | $5K |
| 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.