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iShares BB Rated Corporate Bond ETF (HYBB) Institutional Ownership

iShares BB Rated Corporate Bond ETF logo
$45.55 +0.21 (+0.46%)
As of 04/17/2025 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)
36
Total
Institutional Inflows
(last 12 months)
$161.38M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$49.93M
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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
4/17/2025 Janney Montgomery Scott LLC68,861$3.18M0.0%+30.7%0.805%
4/17/2025 North Star Investment Management Corp.554$26K0.0%N/A0.006%
4/15/2025 Fiduciary Financial Group LLC12,639$568K0.1%+6.0%0.148%
4/14/2025 Farther Finance Advisors LLC21,147$975K0.0%-11.0%0.247%
4/10/2025 Heritage Family Offices LLP15,232$704K0.4%+41.9%0.178%
4/9/2025 NBC Securities Inc.1,382$63K0.0%+138,100.0%0.016%
4/1/2025 Confluence Investment Management LLC752,841$34.79M0.5%+2.0%8.805%
2/18/2025Focus Partners Advisor Solutions LLC6,758$311K0.0%-36.6%0.081%
2/17/2025Visionary Wealth Advisors45,125$2.08M0.1%+4.9%0.540%
2/17/2025Cetera Investment Advisers29,281$1.35M0.0%+8.7%0.351%
2/17/2025Bank of America Corp DE2,233$103K0.0%-87.4%0.027%
2/17/2025Benjamin Edwards Inc.1,773,681$81.59M1.2%-4.2%21.242%
2/17/2025Arrowroot Family Office LLC26,160$1.20M0.6%+12.1%0.313%
2/14/2025Jane Street Group LLC20,636$949K0.0%-72.6%0.247%
2/14/2025Stifel Financial Corp2,264,803$104.18M0.1%-5.8%27.123%
2/14/2025Concourse Financial Group Securities Inc.38,994$1.81M0.1%-1.5%0.467%
2/13/2025Mariner LLC5,032$231K0.0%N/A0.060%
2/13/2025Zuckerman Investment Group LLC15,205$705K0.1%+6.3%0.182%
2/13/2025Envestnet Asset Management Inc.114,732$5.28M0.0%+3.2%1.374%
2/12/2025Nottingham Advisors Inc.35,304$1.62M0.2%+3.0%0.423%
2/12/2025JPMorgan Chase & Co.874$40K0.0%N/A0.010%
2/11/2025LPL Financial LLC28,685$1.32M0.0%-1.9%0.344%
2/10/2025Harbour Investments Inc.700$32K0.0%-60.3%0.008%
2/10/2025Municipal Employees Retirement System of Michigan43,716$2.01M0.0%+53.3%0.524%
2/10/2025 Farther Finance Advisors LLC23,749$1.09M0.0%-3.3%0.284%
2/7/2025Bank Julius Baer & Co. Ltd Zurich216,300$10.98M0.0%+7.4%2.590%
2/6/2025Atria Investments Inc37,251$1.71M0.0%-15.6%0.446%
2/6/2025Laffer Tengler Investments Inc.13,479$620K0.1%+9.5%0.161%
2/6/2025Victory Capital Management Inc.330,500$15.20M0.0%+3,205.0%3.958%
2/4/2025Bank of New York Mellon Corp13,783$634K0.0%+30.2%0.165%
1/31/2025Partners Capital Investment Group LLP4,551$209K0.0%-50.0%0.055%
1/23/2025Swmg LLC25,055$1.16M0.5%-4.2%0.300%
1/23/2025RMR Capital Management LLC17,626$811K0.6%N/A0.211%
1/21/2025Andina Capital Management LLC53,551$2.46M2.0%+40.5%0.641%
1/17/2025Mutual 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%
1/17/2025Sheets 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%
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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%
10/29/2024 Farther Finance Advisors LLC24,554$1.16M0.0%N/A0.294%
10/25/2024Andina Capital Management LLC38,123$1.81M1.4%+26.8%0.457%
10/23/2024 CENTRAL 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%
7/12/2024 Columbus 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%
5/8/2024Sheets 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%
4/18/2024 Steele Capital Management Inc.5,000$231K0.0%+11.1%0.089%
4/13/2024 Columbus 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%
2/6/2024Sheets 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%
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2/5/2024 Steele 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%
1/30/2024Avior Wealth Management LLC2,200$101K0.0%N/A0.039%
1/29/2024Nottingham Advisors Inc.24,420$1.12M0.1%-14.0%0.436%
1/19/2024 Columbus Macro LLC19,097$883K0.3%N/A0.341%
1/12/2024Mutual 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%
(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, 50 institutional investors and hedge funds held shares of iShares BB Rated Corporate Bond ETF. The most heavily invested institutionals were Stifel Financial Corp ($104.18M), Benjamin F. Edwards & Company Inc. ($92.64M), Benjamin Edwards Inc. ($81.59M), Confluence Investment Management LLC ($34.79M), Alaska Permanent Fund Corp ($24.64M), Victory Capital Management Inc. ($15.20M), and Bank Julius Baer & Co. Ltd Zurich ($10.98M).Learn more on HYBB's institutional investors.

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

Of the 44 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 ($64.97M), Benjamin Edwards Inc. ($1.76M), Benjamin F. Edwards & Company Inc. ($983.60K), Confluence Investment Management LLC ($950.16K), Stifel Financial Corp ($554.96K), Alaska Permanent Fund Corp ($550K), and Victory Capital Management Inc. ($320.50K).

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

Institutional investors have bought a total of 70,686,477 shares in the last 24 months. This purchase volume represents approximately $3.17B in transactions.

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

Of the 24 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), Stifel Financial Corp ($659.38K), Confluence Investment Management LLC ($295.96K), Victory Capital Management Inc. ($170K), Visionary Wealth Advisors ($145.84K), Benjamin Edwards Inc. ($110.66K), and Community Bank N.A. ($64.42K).

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

Institutional investors have sold a total of 2,362,789 shares in the last 24 months. This volume of shares sold represents approximately $108.50M in transactions.



This page (NYSEARCA:HYBB) was last updated on 4/20/2025 by MarketBeat.com Staff
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