iShares BB Rated Corp. BondHYBBETF
13F holders, Q1 2026 (March 31)53holders −3
5new positions
7sold out
1famous investor
$46.49avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding iShares BB Rated Corp. Bond (HYBB) in their 13F filings, down 3 from Q4 2025. 5 opened new positions and 7 sold out. The largest holders were Public Employees Retirement System of Ohio ($98.8M), Valmark Advisers, Inc. ($71.2M) and Stifel Financial Corp. ($55.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares BB Rated Corp. Bond
- CUSIP
- 46435U473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 7 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 163,697 shares bought and 1,180,836 shares sold, net −1,017,139 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Public Employees Retirement System of Ohio | 0.32% | Reduce -0.9% | 2,124,484 | $98.8M |
| Valmark Advisers, Inc. | 0.85% | Add +5.2% | 1,531,588 | $71.2M |
| Stifel Financial Corp. | 0.05% | Reduce -16.0% | 1,189,341 | $55.3M |
| Benjamin Edwards Inc. | 0.37% | Reduce -26.8% | 791,180 | $36.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +0.3% | 373,292 | $17.4M |
| Confluence Investment Management LLC | 0.25% | Reduce -19.2% | 350,424 | $16.3M |
| Morgan Stanley | 0.00% | Reduce -34.6% | 287,231 | $13.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -40.3% | 196,500 | $9.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -19.5% | 69,907 | $3.3M |
| LPL Financial LLC | 0.00% | Add +35.4% | 65,804 | $3.1M |
| Nottingham Advisors, Inc. | 0.23% | Add +14.1% | 38,849 | $1.8M |
| Bank of America Corp. | 0.00% | Add +77.0% | 34,887 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +19.9% | 32,805 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -77.7% | 28,685 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Reduce -0.6% | 28,377 | $1.3M |
| Arrowroot Family Office, LLC | 0.43% | Add +23.3% | 28,051 | $1.3M |
| WFA of San Diego, LLC | 0.98% | Add +7.4% | 26,125 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -37.9% | 24,439 | $1.1M |
| Andina Capital Management, LLC | 0.84% | Reduce -23.1% | 20,253 | $942K |
| Mutual Advisors, LLC | 0.02% | Add +6.2% | 19,126 | $889K |
| RMR Capital Management, LLC | 0.63% | Reduce -6.5% | 18,765 | $872K |
| Zuckerman Investment Group, LLC | 0.07% | Reduce -0.4% | 17,082 | $794K |
| Fifth Third Bancorp | 0.00% | New | 12,007 | $558K |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 11,542 | $537K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -17.9% | 10,400 | $483K |
| Hegarty Advisors, LLC | 0.36% | Add +35.1% | 9,829 | $457K |
| Citadel Advisors | 0.00% | New | 9,339 | $434K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.5% | 9,032 | $419K |
| Cetera Investment Advisers | 0.00% | Reduce -85.8% | 8,906 | $414K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 8,600 | $400K |
| Sheets Smith Wealth Management | 0.04% | Reduce -21.1% | 7,490 | $348K |
| Advisory Services Network, LLC | 0.00% | New | 6,212 | $289K |
| Reicon Wealth Advisors, LLC | 0.20% | Reduce -15.7% | 5,698 | $265K |
| &partners | 0.00% | Reduce -5.0% | 5,502 | $256K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,626 | $215K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 4,508 | $210K |
| IFS Group,LLC | 0.18% | — | 4,450 | $207K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 4,014 | $187K |
| Royal Bank of Canada | 0.00% | Add +661.3% | 1,454 | $68K |
| IFP Advisors, Inc | 0.00% | Reduce -47.2% | 1,109 | $52K |
| 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 | 511 | $24K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -25.0% | 450 | $21K |
| Cwm, LLC | 0.00% | Reduce -51.1% | 436 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 411 | $19K |
| Bank of Montreal | 0.00% | Add +1.1% | 268 | $12K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +1.9% | 263 | $12K |
| First Pacific Advisors, LP | 0.00% | Reduce -50.4% | 142 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -11.7% | 121 | $6K |
| FMR LLC | 0.00% | No change | 102 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 42 | $2K |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $186 |
"% 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.