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iShares BB Rated Corporate Bond ETF (HYBB) Institutional Ownership

iShares BB Rated Corporate Bond ETF logo
$46.30 +0.04 (+0.09%)
As of 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)
41
Total
Institutional Inflows
(last 12 months)
$379.61M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.65M
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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
8/21/2026 Keeler Thomas Management LLC5,445$255K0.1%N/A0.059%
8/18/2026 Public Employees Retirement System of Ohio2,548,011$119.17M0.4%N/A27.696%
7/10/2026 Fiduciary Financial Group LLC11,124$520K0.1%+7.0%0.126%
5/20/2026 RMR Capital Management LLC18,765$872K0.6%-6.5%0.207%
5/19/2026 Bank of America Corp DE34,887$1.62M0.0%+77.0%0.385%
5/19/2026 IFS Group LLC4,450$207K0.2%N/A0.049%
5/18/2026 Royal Bank of Canada1,454$68K0.0%+661.3%0.016%
5/14/2026 Public Employees Retirement System of Ohio2,124,484$98.77M0.3%-0.9%23.475%
5/13/2026 Cetera Investment Advisers8,906$414K0.0%-85.8%0.098%
5/2/2026 Valmark Advisers Inc.1,531,588$71.20M0.8%+5.2%16.924%
5/1/2026 Fifth Third Bancorp12,007$558K0.0%N/A0.133%
4/30/2026 Hegarty Advisors LLC9,829$457K0.4%+35.1%0.087%
4/22/2026 Janney Montgomery Scott LLC69,907$3.25M0.0%-19.5%0.641%
4/18/2026 Nottingham Advisors Inc.38,849$1.81M0.2%+14.1%0.370%
4/17/2026 Andina Capital Management LLC20,253$942K0.8%-23.1%0.193%
4/16/2026 Sheets Smith Wealth Management7,490$348K0.0%-21.1%0.071%
2/17/2026 WFA of San Diego LLC24,326$1.15M0.8%+10.5%0.216%
2/17/2026 Cetera Investment Advisers62,729$2.96M0.0%-10.9%0.558%
2/17/2026 Osaic Holdings Inc.3,991$188K0.0%+12.4%0.035%
2/17/2026 Public Employees Retirement System of Ohio2,144,054$101.05M0.3%N/A19.058%
2/17/2026 &PARTNERS5,793$273K0.0%N/A0.051%
2/16/2026 Mariner LLC9,337$440K0.0%+90.6%0.083%
2/13/2026 Zuckerman Investment Group LLC17,153$808K0.1%+1.8%0.152%
2/13/2026 Visionary Wealth Advisors28,560$1.35M0.1%+80.4%0.254%
2/13/2026 Stifel Financial Corp1,416,283$66.75M0.1%+44.5%12.589%
2/12/2026 Jane Street Group LLC39,365$1.86M0.0%+793.4%0.350%
2/12/2026 Commonwealth Equity Services LLC4,837$228K0.0%N/A0.043%
2/12/2026 RMR Capital Management LLC20,065$946K0.7%-26.0%0.178%
2/12/2026 Andina Capital Management LLC26,345$1.24M0.8%+7.4%0.234%
2/11/2026 Janney Montgomery Scott LLC86,823$4.09M0.0%+4.3%0.772%
2/11/2026 Focus Partners Advisor Solutions LLC27,369$1.29M0.0%-38.3%0.243%
2/11/2026 LPL Financial LLC48,600$2.29M0.0%+28.3%0.432%
2/11/2026 Arrowroot Family Office LLC22,758$1.07M0.4%+37.8%0.202%
2/10/2026 Zhang Financial LLC5,606$264K0.0%-13.2%0.050%
2/6/2026 IFP Advisors Inc2,101$99K0.0%+61.9%0.019%
2/5/2026 Bank Julius Baer & Co. Ltd Zurich372,034$17.53M0.0%+4.1%3.307%
2/2/2026 Benjamin Edwards Inc.1,081,255$50.96M0.6%+47.9%9.402%
2/2/2026 Mutual Advisors LLC18,007$849K0.0%-5.2%0.157%
1/30/2026 Reicon Wealth Advisors LLC6,761$319K0.2%N/A0.058%
1/29/2026Comerica Bank11,433$539K0.0%+82.6%0.099%
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1/29/2026 Hegarty Advisors LLC7,277$343K0.3%N/A0.063%
1/26/2026 Nottingham Advisors Inc.34,057$1.61M0.2%-8.1%0.292%
1/26/2026CWM LLC892$42K0.0%+45.3%0.008%
1/26/2026 Valmark Advisers Inc.1,456,143$68.63M0.8%N/A12.499%
1/23/2026 Farther 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%
1/5/2026 Commons Capital LLC12,420$585K0.4%N/A0.118%
12/2/2025 IFP Advisors Inc1,298$61K0.0%+29.8%0.015%
11/17/2025 Bank of America Corp DE16,625$787K0.0%+390.1%0.192%
11/14/2025 Raymond James Financial Inc.11,406$540K0.0%+3.9%0.132%
11/14/2025Comerica Bank6,260$296K0.0%N/A0.072%
11/14/2025 Zuckerman Investment Group LLC16,855$797K0.1%+2.6%0.195%
11/12/2025 Laffer Tengler Investments Inc.24,380$1.15M0.2%+22.0%0.282%
11/12/2025 Victory Capital Management Inc.336,500$15.92M0.0%+4.5%3.890%
11/12/2025 Focus Partners Advisor Solutions LLC44,388$2.09M0.0%+304.6%0.513%
11/10/2025 Zhang Financial LLC6,456$305K0.0%+49.7%0.075%
11/5/2025 Envestnet Asset Management Inc.135,096$6.39M0.0%+13.0%1.580%
11/4/2025 Mutual Advisors LLC18,986$896K0.0%+13.9%0.222%
11/3/2025 RMR Capital Management LLC27,130$1.28M0.9%+49.7%0.317%
10/30/2025 Andina Capital Management LLC24,541$1.16M0.7%-10.5%0.299%
10/23/2025 Benjamin Edwards Inc.731,275$34.60M0.4%+136.7%10.228%
10/22/2025 Nottingham Advisors Inc.37,061$1.75M0.2%+1.4%0.518%
10/14/2025 Farther 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%
10/7/2025 Heritage Family Offices LLP17,398$823K0.4%+14.1%0.288%
10/7/2025 1620 Investment Advisors Inc.730$35K0.0%N/A0.012%
8/15/2025 Zuckerman Investment Group LLC16,426$772K0.1%+8.0%0.269%
8/15/2025 WFA of San Diego LLC19,922$936K0.7%N/A0.327%
8/15/2025 Benjamin Edwards Inc.308,926$14.52M0.2%-83.0%5.064%
8/15/2025 Bank of America Corp DE3,392$159K0.0%+12.2%0.056%
8/14/2025 Raymond James Financial Inc.10,977$516K0.0%N/A0.180%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich274,526$12.90M0.2%+25.4%4.500%
8/8/2025 Cetera Investment Advisers75,508$3.55M0.0%-8.1%1.258%
8/5/2025 Arrowroot Family Office LLC17,363$816K0.4%N/A0.289%
8/4/2025 Atria Investments Inc4,273$201K0.0%-89.7%0.071%
8/1/2025 Zhang Financial LLC4,314$203K0.0%N/A0.072%
8/1/2025 Envestnet Asset Management Inc.119,540$5.62M0.0%-13.0%1.992%
7/30/2025 Nottingham Advisors Inc.36,543$1.72M0.3%+3.9%0.609%
7/29/2025 Swmg LLC9,604$450K0.2%-16.0%0.160%
7/28/2025 Mutual Advisors LLC16,666$780K0.0%+10.0%0.278%
7/28/2025 RMR Capital Management LLC18,121$852K0.6%+2.8%0.302%
7/17/2025 Janney Montgomery Scott LLC59,879$2.81M0.0%-13.0%1.302%
7/15/2025 Sheets Smith Wealth Management9,490$446K0.1%-17.4%0.206%
7/11/2025 Farther 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%
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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%
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%


HYBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 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 ($119.17M), Valmark Advisers Inc. ($71.20M), Stifel Financial Corp ($66.75M), Benjamin Edwards Inc. ($50.96M), Confluence Investment Management LLC ($20.43M), Bank Julius Baer & Co. Ltd Zurich ($17.53M), and Victory Capital Management Inc. ($15.92M).Learn more on iShares BB Rated Corporate Bond ETF's institutional investors.

Of the 51 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: Public Employees Retirement System of Ohio ($4.69M), Benjamin Edwards Inc. ($2.51M), Valmark Advisers Inc. ($1.53M), Stifel Financial Corp ($435.90K), Confluence Investment Management LLC ($368.42K), Victory Capital Management Inc. ($335K), and Bank Julius Baer & Co. Ltd Zurich ($87.75K).

Institutional investors have bought a total of 8,072,800 shares in the last 24 months. This purchase volume represents approximately $379.61M in transactions.

Of the 11 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: Cetera Investment Advisers ($61.50K), Public Employees Retirement System of Ohio ($19.57K), Focus Partners Advisor Solutions LLC ($17.02K), Janney Montgomery Scott LLC ($16.92K), Andina Capital Management LLC ($8.96K), RMR Capital Management LLC ($8.37K), and Farther Finance Advisors LLC ($3.26K).

Institutional investors have sold a total of 142,418 shares in the last 24 months. This volume of shares sold represents approximately $6.65M in transactions.



Institutional ownership data for NYSEARCA:HYBB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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