iShares BB Rated Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $186.7M. STIFEL FINANCIAL CORP is the largest holder with a position valued at $46.4M.
Overview of institutional ownership in HYBB as of Q3 2025
Institutions with the largest positions in HYBB as of Q3 2025
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $46.4M 0.04% of portfolio |
B BENJAMIN EDWARDS INC Institution | $34.6M 0.39% of portfolio |
MORGAN STANLEY RIA/Wealth | $25.8M 0.00% of portfolio |
B Bank Julius Baer & Co. Ltd, Zurich Institution | $16.9M 0.05% of portfolio |
VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $15.9M 0.01% of portfolio |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | $12.8M 0.18% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $6.4M 0.00% of portfolio |
Janney Montgomery Scott LLC RIA/Wealth | $3.9M 0.01% of portfolio |
Cetera Investment Advisers RIA/Wealth | $3.3M 0.00% of portfolio |
Buckingham Strategic Partners RIA/Wealth | $2.1M 0.02% of portfolio |
Institutional buying and selling activity for HYBB in Q3 2025
| Institution | Net Bought |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | +$28.9M +610.3K shares |
MORGAN STANLEY RIA/Wealth | +$25.8M +544.9K shares |
B BENJAMIN EDWARDS INC Institution | +$20.0M +422.3K shares |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | +$9.0M +191.0K shares |
Buckingham Strategic Partners RIA/Wealth | +$1.6M +33.4K shares |
Janney Montgomery Scott LLC RIA/Wealth | +$1.1M +23.3K shares |
Visionary Wealth Advisors RIA/Wealth | +$749.1K +15.8K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$736.0K +15.6K shares |
VICTORY CAPITAL MANAGEMENT INC Long Only Manager | +$686.0K +14.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$626.1K +13.2K shares |
| Institution | Net Sold |
|---|---|
A Alaska Permanent Fund Corp Institution | −$25.7M −550.0K shares |
HM PAYSON & CO RIA/Wealth | −$913.4K −19.4K shares |
S SWMG, LLC Institution | −$449.8K −9.6K shares |
Cetera Investment Advisers RIA/Wealth | −$241.2K −5.1K shares |
Bank of New York Mellon Corp Institution | −$208.6K −4.4K shares |
A ATRIA INVESTMENTS LLC Institution | −$200.8K −4.3K shares |
A Andina Capital Management, LLC Institution | −$135.5K −2.9K shares |
Farther Finance Advisors, LLC RIA/Wealth | −$116.2K −2.5K shares |
NorthRock Partners, LLC RIA/Wealth | −$47.0K −1.0K shares |
R ROYAL BANK OF CANADA Institution | −$43.3K −916.0 shares |
Institutions that initiated new positions or completely exited HYBB in Q3 2025
| Institution | Position Value |
|---|---|
$235.8K 5.0K shares | |
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth | $34.5K 730.0 shares |
A Advisory Services Network, LLC RIA/Wealth | $5.3K 113.0 shares |
| Institution | Previous Position |
|---|---|
A Alaska Permanent Fund Corp Institution | $25.7M 550.0K shares |
HM PAYSON & CO RIA/Wealth | $913.4K 19.4K shares |
S SWMG, LLC Institution | $449.8K 9.6K shares |
Bank of New York Mellon Corp Institution | $208.6K 4.4K shares |
A ATRIA INVESTMENTS LLC Institution | $200.8K 4.3K shares |
NorthRock Partners, LLC RIA/Wealth | $47.0K 1.0K shares |
Ancora Advisors, LLC RIA/Wealth | $20.6K 438.0 shares |
Legacy Wealth Managment, LLC/ID RIA/Wealth | $15.0K 320.0 shares |
UBS Group AG Institution | $9.3K 198.0 shares |
Sunbelt Securities, Inc. RIA/Wealth | $460.0 10.0 shares |
Institutions with the largest Call and Put options positions in HYBB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HYBB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R RMR Capital Management, LLC RIA/Wealth | 0.90% $1.3M |
A Andina Capital Management, LLC Institution | 0.67% $1.2M |
B BENJAMIN EDWARDS INC Institution | 0.39% $34.6M |
Heritage Family Offices, LLP Family Office | 0.38% $823.1K |
Arrowroot Family Office, LLC Family Office | 0.32% $781.3K |
N NOTTINGHAM ADVISORS, INC. RIA/Wealth | 0.24% $1.8M |
L Laffer Investments RIA/Wealth | 0.22% $1.2M |
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | 0.18% $12.8M |
FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth | 0.09% $599.4K |
Zuckerman Investment Group, LLC RIA/Wealth | 0.07% $797.4K |
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