Free Trial

iShares BB Rated Corporate Bond ETF (HYBB) Institutional Ownership

iShares BB Rated Corporate Bond ETF logo
$46.41 +0.03 (+0.06%)
As of 01/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares BB Rated Corporate Bond ETF (NYSEARCA:HYBB)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$211.24M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$36.34M
Get HYBB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares BB Rated Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HYBB Institutional Buying and Selling by Quarter

iShares BB Rated Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Mutual Advisors LLC24,244$1.12M0.0%+11.4%0.290%
1/17/2025 Janney Montgomery Scott LLC52,704$2.42M0.0%+17.5%0.631%
1/17/2025 Sheets Smith Wealth Management11,490$529K0.1%-8.0%0.138%
1/14/2025 Heritage Family Offices LLP10,731$494K0.2%+11.4%0.129%
1/14/2025 Fiduciary Financial Group LLC11,919$547K0.1%+18.1%0.143%
1/2/2025 Confluence Investment Management LLC738,106$33.95M0.5%-3.2%8.840%
11/15/2024Jane Street Group LLC75,419$3.57M0.0%+80.9%0.903%
11/15/2024Stifel Financial Corp2,403,739$113.82M0.1%-17.8%28.787%
11/15/2024Swmg LLC26,163$1.22M0.5%-28.1%0.313%
11/15/2024Arrowroot Family Office LLC23,330$1.11M0.6%+16.4%0.279%
11/15/2024Benjamin Edwards Inc.1,852,092$87.70M1.3%+1,065.1%22.181%
11/14/2024WFA of San Diego LLC4,719$223K0.2%+5.9%0.057%
11/4/2024Laffer Tengler Investments Inc.12,315$583K0.1%-23.0%0.147%
11/1/2024Atria Investments Inc44,115$2.09M0.0%-20.2%0.528%
10/31/2024 Confluence Investment Management LLC762,116$36.09M0.5%-17.0%9.127%
10/29/2024Confluence Wealth Services Inc.11,950$566K0.0%-69.1%0.143%
10/29/2024 Janney Montgomery Scott LLC44,836$2.12M0.0%+83.6%0.537%
10/29/2024Farther Finance Advisors LLC24,554$1.16M0.0%N/A0.294%
10/25/2024Andina Capital Management LLC38,123$1.81M1.4%+26.8%0.457%
10/23/2024CENTRAL TRUST Co974$46K0.0%N/A0.012%
10/16/2024Nottingham Advisors Inc.34,260$1.62M0.2%+16.4%0.410%
10/16/2024 Heritage Family Offices LLP9,630$456K0.2%-4.0%0.115%
10/10/2024Concourse Financial Group Securities Inc.39,582$1.87M0.1%+3.5%0.474%
8/22/2024Cetera Investment Advisers32,924$1.52M0.0%+5.0%0.394%
8/13/2024Benjamin Edwards Inc.158,964$7.32M1.4%+3.8%1.904%
8/13/2024Benjamin F. Edwards & Company Inc.2,013,076$92.64M1.6%+11.0%24.109%
8/8/2024Envestnet Asset Management Inc.128,875$5.93M0.0%+173.2%1.543%
8/3/2024Nottingham Advisors Inc.29,425$1.35M0.2%+14.4%0.352%
7/31/2024Confluence Wealth Services Inc.38,630$1.78M0.1%+130.3%0.463%
7/30/2024 Heritage Family Offices LLP10,029$462K0.3%N/A0.120%
7/23/2024Concourse Financial Group Securities Inc.38,234$1.76M0.1%N/A0.458%
7/18/2024 Fiduciary Financial Group LLC10,018$466K0.1%N/A0.120%
7/16/2024Andina Capital Management LLC30,076$1.38M1.0%N/A0.360%
7/12/2024Columbus Macro LLC19,163$883K0.3%-2.3%0.229%
7/1/2024 Confluence Investment Management LLC918,439$42.27M0.6%+13.9%10.999%
6/20/2024HM Payson & Co.42,208$1.95M0.0%N/A0.505%
5/24/2024Cetera Advisors LLC9,940$460K0.0%+32.8%0.119%
5/21/2024Atria Investments Inc53,152$2.46M0.0%+44.8%0.637%
5/17/2024Comerica Bank22,567$1.04M0.0%+76.4%0.270%
5/10/2024Tocqueville Asset Management L.P.8,600$398K0.0%N/A0.103%
Warren Buffett Bets $40 Billion—You Can Get in for $20 (Ad)

I call it "The Last Retirement Stock You'll Ever Need." Warren Buffett himself owns $40 billion of stock in this sector.

Click Here to Get All the Details >>>
5/8/2024 Sheets Smith Wealth Management12,511$579K0.1%+5.0%0.154%
5/1/2024 Janney Montgomery Scott LLC68,496$3.17M0.0%+12.1%0.846%
4/29/2024Benjamin Edwards Inc.153,173$7.08M1.4%+20.2%1.891%
4/29/2024Benjamin F. Edwards & Company Inc.1,813,837$83.89M1.5%+44.5%22.393%
4/22/2024Confluence Wealth Services Inc.16,774$776K0.1%N/A0.207%
4/18/2024Steele Capital Management Inc.5,000$231K0.0%+11.1%0.089%
4/13/2024Columbus Macro LLC19,613$907K0.3%+2.7%0.350%
4/1/2024 Confluence Investment Management LLC806,665$37.31M0.5%N/A14.405%
2/14/2024Visionary Wealth Advisors29,833$1.37M0.1%-13.2%0.533%
2/12/2024Partners Capital Investment Group LLP9,102$419K0.0%N/A0.163%
2/12/2024Stifel Financial Corp2,022,976$93.08M0.1%+27.2%36.125%
2/8/2024 Janney Montgomery Scott LLC61,077$2.81M0.0%+8.4%1.091%
2/7/2024Calton & Associates Inc.5,150$237K0.1%N/A0.092%
2/6/2024 Sheets Smith Wealth Management11,911$548K0.1%-14.4%0.213%
2/6/2024Benjamin F. Edwards & Company Inc.1,255,034$57.74M1.2%+21.9%22.411%
2/6/2024Benjamin Edwards Inc.127,447$5.86M1.3%+35.2%2.276%
2/5/2024Steele Capital Management Inc.4,500$207K0.0%N/A0.080%
2/2/2024Bank Julius Baer & Co. Ltd Zurich320,249$14.74M0.1%-1.2%5.719%
1/30/2024 Avior Wealth Management LLC2,200$101K0.0%N/A0.039%
1/29/2024Nottingham Advisors Inc.24,420$1.12M0.1%-14.0%0.436%
1/19/2024Columbus Macro LLC19,097$883K0.3%N/A0.341%
1/12/2024 Mutual Advisors LLC17,072$785K0.0%+1.5%0.305%
11/13/2023Stifel Financial Corp1,590,545$69.62M0.1%+8.3%28.403%
11/13/2023Visionary Wealth Advisors34,353$1.50M0.1%+6.2%0.613%
11/13/2023Bank Julius Baer & Co. Ltd Zurich324,056$14.18M0.1%+400.4%5.787%
11/8/2023 Janney Montgomery Scott LLC56,349$2.47M0.0%+15.5%1.006%
11/7/2023Atria Investments Inc30,541$1.34M0.0%-2.1%0.545%
11/6/2023Victory Capital Management Inc.10,000$438K0.0%-94.4%0.179%
11/6/2023Nottingham Advisors Inc.28,384$1.24M0.2%-8.8%0.507%
10/23/2023 Sheets Smith Wealth Management13,911$609K0.1%+8.0%0.248%
10/10/2023 Confluence Investment Management LLC492,557$21.56M0.3%+3.6%8.796%
8/14/2023Swmg LLC21,039$943K0.5%-17.7%0.376%
8/11/2023Visionary Wealth Advisors32,337$1.45M0.1%-81.4%0.599%
8/9/2023Flow Traders U.S. LLC8,804$394K0.0%N/A0.163%
8/9/2023 Sheets Smith Wealth Management12,886$577K0.1%-3.7%0.239%
8/8/2023Nottingham Advisors Inc.31,114$1.39M0.2%-11.6%0.576%
8/4/2023Atria Investments Inc31,202$1.40M0.0%-21.4%0.578%
8/3/2023Municipal Employees Retirement System of Michigan37,030$1.66M0.0%+1.6%0.686%
7/31/2023 Alaska Permanent Fund Corp550,000$24.64M0.5%N/A10.185%
7/31/2023 Mutual Advisors LLC16,608$744K0.0%+52.5%0.308%
7/26/2023 Janney Montgomery Scott LLC48,774$2.19M0.0%+12.3%0.903%
7/24/2023Bank Julius Baer & Co. Ltd Zurich64,765$2.90M0.0%-1.8%1.199%
7/20/2023Bank Julius Baer & Co. Ltd Zurich64,765,357$2.90B0.0%+98,060.6%1,199.358%
7/3/2023 Confluence Investment Management LLC475,571$21.31M0.3%-19.6%8.889%
5/26/2023 Sheets Smith Wealth Management13,386$609K0.1%-2.9%0.212%
5/15/2023 Sheets Smith Wealth Management45$609K0.1%-99.7%0.001%
5/12/2023Swmg LLC25,571$1.16M0.6%-34.6%0.406%
5/10/2023Atria Investments Inc39,701$1.81M0.0%-24.1%0.630%
5/4/2023Municipal Employees Retirement System of Michigan36,439$1.66M0.0%+5.6%0.578%
4/28/2023 Janney Montgomery Scott LLC43,441$1.98M0.0%+29.5%0.690%
He’s without a doubt the best stock picker we’ve ever met. (Ad)

There are very few people in this world who are considered “the best” in their field. There are guys like Michael Jordan who is considered the best basketball player of all time… Or Warren Buffet who is considered the best Investor of all time… But we’ve just met a man who might be the best stock picker of all time… Right now, as we speak, he is currently ranked the #1 stock picker in North America.

If you’d like to sit down with us, follow this link here.
4/27/2023Benjamin Edwards Inc.111,185$5.06M1.2%-22.5%1.765%
4/27/2023Benjamin F. Edwards & Company Inc.1,161,468$52.81M2.2%-37.6%18.436%
4/20/2023Community Bank N.A.700$32K0.0%-98.9%0.011%
4/11/2023 Mutual Advisors LLC10,892$495K0.0%+16.6%0.173%
4/4/2023 Confluence Investment Management LLC591,201$26.88M0.4%-35.5%8.890%
3/10/2023Victory Capital Management Inc.180,000$8.23M0.0%N/A2.707%
3/8/2023 Sheets Smith Wealth Management13,786$612K0.1%-58.9%0.184%
2/10/2023Municipal Employees Retirement System of Michigan34,491$1.53M0.0%-21.2%0.460%
2/10/2023Nottingham Advisors Inc.231,622$10.28M1.4%-1.4%3.088%
2/9/2023Victory Capital Management Inc.180,000$8.23M0.0%N/A2.400%
(Data available from 1/1/2016 forward)

HYBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYBB shares?

During the previous two years, 40 institutional investors and hedge funds held shares of iShares BB Rated Corporate Bond ETF. The most heavily invested institutionals were Stifel Financial Corp ($113.82M), Benjamin F. Edwards & Company Inc. ($92.64M), Benjamin Edwards Inc. ($87.70M), Confluence Investment Management LLC ($33.95M), Alaska Permanent Fund Corp ($24.64M), Bank Julius Baer & Co. Ltd Zurich ($14.74M), and Envestnet Asset Management Inc. ($5.93M).Learn more on HYBB's institutional investors.

Which institutional investors have been buying iShares BB Rated Corporate Bond ETF stock?

Of the 36 institutional investors that purchased iShares BB Rated Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($64.96M), Benjamin F. Edwards & Company Inc. ($1.82M), Benjamin Edwards Inc. ($1.81M), Confluence Investment Management LLC ($935.43K), Stifel Financial Corp ($554.96K), Alaska Permanent Fund Corp ($550K), and Victory Capital Management Inc. ($360K).

How much institutional buying is happening at iShares BB Rated Corporate Bond ETF?

Institutional investors have bought a total of 71,639,059 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

Which iShares BB Rated Corporate Bond ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold iShares BB Rated Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Benjamin F. Edwards & Company Inc. ($698.49K), Confluence Investment Management LLC ($621.98K), Stifel Financial Corp ($520.44K), Victory Capital Management Inc. ($170K), Visionary Wealth Advisors ($145.84K), Community Bank N.A. ($64.42K), and Sheets Smith Wealth Management ($37.36K).

How much institutional selling is happening at iShares BB Rated Corporate Bond ETF?

Institutional investors have sold a total of 2,414,610 shares in the last 24 months. This volume of shares sold represents approximately $110.65M in transactions.



This page (NYSEARCA:HYBB) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners