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iShares BB Rated Corporate Bond ETF (HYBB) Institutional Ownership

iShares BB Rated Corporate Bond ETF logo
$46.65 0.00 (0.00%)
As of 07/2/2026 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)
39
Total
Institutional Inflows
(last 12 months)
$265.46M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$81.40M
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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
5/20/2026RMR Capital Management LLC18,765$872K0.6%-6.5%0.207%
5/19/2026Bank of America Corp DE34,887$1.62M0.0%+77.0%0.385%
5/19/2026IFS Group LLC4,450$207K0.2%N/A0.049%
5/18/2026Royal Bank of Canada1,454$68K0.0%+661.3%0.016%
5/14/2026Public Employees Retirement System of Ohio2,124,484$98.77M0.3%-0.9%23.475%
5/13/2026Cetera Investment Advisers8,906$414K0.0%-85.8%0.098%
5/2/2026Valmark Advisers Inc.1,531,588$71.20M0.8%+5.2%16.924%
5/1/2026Fifth Third Bancorp12,007$558K0.0%N/A0.133%
4/30/2026Hegarty Advisors LLC9,829$457K0.4%+35.1%0.087%
4/22/2026Janney Montgomery Scott LLC69,907$3.25M0.0%-19.5%0.641%
4/18/2026Nottingham Advisors Inc.38,849$1.81M0.2%+14.1%0.370%
4/17/2026Andina Capital Management LLC20,253$942K0.8%-23.1%0.193%
4/16/2026Sheets Smith Wealth Management7,490$348K0.0%-21.1%0.071%
2/17/2026WFA of San Diego LLC24,326$1.15M0.8%+10.5%0.216%
2/17/2026Cetera Investment Advisers62,729$2.96M0.0%-10.9%0.558%
2/17/2026Osaic Holdings Inc.3,991$188K0.0%+12.4%0.035%
2/17/2026Public Employees Retirement System of Ohio2,144,054$101.05M0.3%N/A19.058%
2/17/2026&PARTNERS5,793$273K0.0%N/A0.051%
2/16/2026Mariner LLC9,337$440K0.0%+90.6%0.083%
2/13/2026Zuckerman Investment Group LLC17,153$808K0.1%+1.8%0.152%
2/13/2026Visionary Wealth Advisors28,560$1.35M0.1%+80.4%0.254%
2/13/2026Stifel Financial Corp1,416,283$66.75M0.1%+44.5%12.589%
2/12/2026Jane Street Group LLC39,365$1.86M0.0%+793.4%0.350%
2/12/2026Commonwealth Equity Services LLC4,837$228K0.0%N/A0.043%
2/12/2026RMR Capital Management LLC20,065$946K0.7%-26.0%0.178%
2/12/2026Andina Capital Management LLC26,345$1.24M0.8%+7.4%0.234%
2/11/2026Janney Montgomery Scott LLC86,823$4.09M0.0%+4.3%0.772%
2/11/2026Focus Partners Advisor Solutions LLC27,369$1.29M0.0%-38.3%0.243%
2/11/2026LPL Financial LLC48,600$2.29M0.0%+28.3%0.432%
2/11/2026Arrowroot Family Office LLC22,758$1.07M0.4%+37.8%0.202%
2/10/2026Zhang Financial LLC5,606$264K0.0%-13.2%0.050%
2/6/2026IFP Advisors Inc2,101$99K0.0%+61.9%0.019%
2/5/2026Bank Julius Baer & Co. Ltd Zurich372,034$17.53M0.0%+4.1%3.307%
2/2/2026Benjamin Edwards Inc.1,081,255$50.96M0.6%+47.9%9.402%
2/2/2026Mutual Advisors LLC18,007$849K0.0%-5.2%0.157%
1/30/2026Reicon Wealth Advisors LLC6,761$319K0.2%N/A0.058%
1/29/2026Comerica Bank11,433$539K0.0%+82.6%0.099%
1/29/2026Hegarty Advisors LLC7,277$343K0.3%N/A0.063%
1/26/2026Nottingham Advisors Inc.34,057$1.61M0.2%-8.1%0.292%
1/26/2026CWM LLC892$42K0.0%+45.3%0.008%
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1/26/2026Valmark Advisers Inc.1,456,143$68.63M0.8%N/A12.499%
1/23/2026Farther Finance Advisors LLC14,235$671K0.0%-5.3%0.122%
1/5/2026 Confluence Investment Management LLC433,506$20.43M0.3%+60.1%4.109%
1/5/2026Commons Capital LLC12,420$585K0.4%N/A0.118%
12/2/2025IFP Advisors Inc1,298$61K0.0%+29.8%0.015%
11/17/2025Bank of America Corp DE16,625$787K0.0%+390.1%0.192%
11/14/2025Raymond James Financial Inc.11,406$540K0.0%+3.9%0.132%
11/14/2025Comerica Bank6,260$296K0.0%N/A0.072%
11/14/2025Zuckerman Investment Group LLC16,855$797K0.1%+2.6%0.195%
11/12/2025Laffer Tengler Investments Inc.24,380$1.15M0.2%+22.0%0.282%
11/12/2025Victory Capital Management Inc.336,500$15.92M0.0%+4.5%3.890%
11/12/2025Focus Partners Advisor Solutions LLC44,388$2.09M0.0%+304.6%0.513%
11/10/2025Zhang Financial LLC6,456$305K0.0%+49.7%0.075%
11/5/2025Envestnet Asset Management Inc.135,096$6.39M0.0%+13.0%1.580%
11/4/2025Mutual Advisors LLC18,986$896K0.0%+13.9%0.222%
11/3/2025RMR Capital Management LLC27,130$1.28M0.9%+49.7%0.317%
10/30/2025Andina Capital Management LLC24,541$1.16M0.7%-10.5%0.299%
10/23/2025Benjamin Edwards Inc.731,275$34.60M0.4%+136.7%10.228%
10/22/2025Nottingham Advisors Inc.37,061$1.75M0.2%+1.4%0.518%
10/14/2025Farther Finance Advisors LLC15,035$711K0.0%-14.0%0.249%
10/14/2025 Confluence Investment Management LLC270,829$12.81M0.2%+239.3%4.477%
10/7/2025Heritage Family Offices LLP17,398$823K0.4%+14.1%0.288%
10/7/20251620 Investment Advisors Inc.730$35K0.0%N/A0.012%
8/15/2025Zuckerman Investment Group LLC16,426$772K0.1%+8.0%0.269%
8/15/2025WFA of San Diego LLC19,922$936K0.7%N/A0.327%
8/15/2025Benjamin Edwards Inc.308,926$14.52M0.2%-83.0%5.064%
8/15/2025Bank of America Corp DE3,392$159K0.0%+12.2%0.056%
8/14/2025Raymond James Financial Inc.10,977$516K0.0%N/A0.180%
8/12/2025Bank Julius Baer & Co. Ltd Zurich274,526$12.90M0.2%+25.4%4.500%
8/8/2025Cetera Investment Advisers75,508$3.55M0.0%-8.1%1.258%
8/5/2025Arrowroot Family Office LLC17,363$816K0.4%N/A0.289%
8/4/2025Atria Investments Inc4,273$201K0.0%-89.7%0.071%
8/1/2025Zhang Financial LLC4,314$203K0.0%N/A0.072%
8/1/2025Envestnet Asset Management Inc.119,540$5.62M0.0%-13.0%1.992%
7/30/2025Nottingham Advisors Inc.36,543$1.72M0.3%+3.9%0.609%
7/29/2025Swmg LLC9,604$450K0.2%-16.0%0.160%
7/28/2025Mutual Advisors LLC16,666$780K0.0%+10.0%0.278%
7/28/2025RMR Capital Management LLC18,121$852K0.6%+2.8%0.302%
7/17/2025Janney Montgomery Scott LLC59,879$2.81M0.0%-13.0%1.302%
7/15/2025Sheets Smith Wealth Management9,490$446K0.1%-17.4%0.206%
7/11/2025Farther Finance Advisors LLC17,491$822K0.0%-17.3%0.380%
7/1/2025 Confluence Investment Management LLC79,826$3.75M0.1%-89.4%1.754%
5/15/2025Focus Partners Advisor Solutions LLC10,929$505K0.0%+61.7%0.240%
5/14/2025Comerica Bank16,024$740K0.0%-7.6%0.352%
5/14/2025Laffer Tengler Investments Inc.20,012$925K0.2%+48.5%0.440%
5/14/2025Partners Capital Investment Group LLP9,102$421K0.0%+100.0%0.200%
5/14/2025Andina Capital Management LLC52,513$2.43M1.7%-1.9%1.154%
5/12/2025Benjamin Edwards Inc.1,821,330$84.16M1.2%+2.7%40.029%
5/7/2025LPL Financial LLC30,340$1.40M0.0%+5.8%0.667%
5/7/2025Municipal Employees Retirement System of Michigan38,566$1.78M0.0%-11.8%0.848%
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5/6/2025Cetera Investment Advisers82,167$3.80M0.0%+180.6%1.806%
5/6/2025Bank Julius Baer & Co. Ltd Zurich218,948$10.12M0.0%+1.2%4.812%
5/5/2025IFP Advisors Inc2,500$116K0.0%-28.6%0.055%
5/2/2025Victory Capital Management Inc.321,500$14.86M0.0%-2.7%7.066%
4/29/2025Envestnet Asset Management Inc.137,390$6.35M0.0%+19.7%3.020%
4/29/2025Bank of New York Mellon Corp11,954$552K0.0%-13.3%0.263%
4/28/2025Mutual Advisors LLC15,147$698K0.0%-37.5%0.177%
4/28/2025Swmg LLC11,438$527K0.2%-54.3%0.134%
4/17/2025Janney Montgomery Scott LLC68,861$3.18M0.0%+30.7%0.805%
4/17/2025North Star Investment Management Corp.554$26K0.0%N/A0.006%


HYBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 institutional investors and hedge funds held shares of iShares BB Rated Corporate Bond ETF. The most heavily invested institutionals were Public Employees Retirement System of Ohio ($98.77M), Benjamin F. Edwards & Company Inc. ($92.64M), Valmark Advisers Inc. ($71.20M), Stifel Financial Corp ($66.75M), Benjamin Edwards Inc. ($50.96M), Confluence Investment Management LLC ($20.43M), and Bank Julius Baer & Co. Ltd Zurich ($17.53M).Learn more on iShares BB Rated Corporate Bond ETF's institutional investors.

Of the 52 institutional investors that purchased iShares BB Rated Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Benjamin Edwards Inc. ($2.52M), Public Employees Retirement System of Ohio ($2.14M), Valmark Advisers Inc. ($1.53M), Stifel Financial Corp ($435.90K), Confluence Investment Management LLC ($368.42K), Victory Capital Management Inc. ($335K), and Benjamin F. Edwards & Company Inc. ($199.24K).

Institutional investors have bought a total of 5,631,745 shares in the last 24 months. This purchase volume represents approximately $265.46M in transactions.

Of the 15 institutional investors that sold iShares BB Rated Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Benjamin Edwards Inc. ($1.51M), Cetera Investment Advisers ($68.16K), Atria Investments Inc ($37.09K), Janney Montgomery Scott LLC ($25.90K), Public Employees Retirement System of Ohio ($19.57K), Envestnet Asset Management Inc. ($17.85K), and Focus Partners Advisor Solutions LLC ($17.02K).

Institutional investors have sold a total of 1,732,895 shares in the last 24 months. This volume of shares sold represents approximately $81.40M in transactions.



This page (NYSEARCA:HYBB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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