ISHARES BB RATED CORP BOND HYBB
$46.65
+0.2% 52w: $43.93 – $46.65
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data43.9345.2946.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
53
-3 QoQ
13F value
$345.2M
-13.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HYBB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Diversified mechanical | 2.1M | $98.8M | 0.3% | -0.9% |
| Valmark Advisers, Inc. | Wealth advisor | 1.5M | $71.2M | 0.8% | +5.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $55.3M | 0.1% | -16.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 791.2K | $36.8M | 0.4% | -26.8% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 373.3K | $17.4M | 0.1% | +0.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 350.4K | $16.3M | 0.3% | -19.2% |
| MORGAN STANLEY | Bank broker | 287.2K | $13.4M | 0.0% | -34.6% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 196.5K | $9.1M | 0.0% | -40.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 69.9K | $3.3M | 0.0% | -19.5% |
| LPL Financial LLC | Bank broker | 65.8K | $3.1M | 0.0% | +35.4% |
| NOTTINGHAM ADVISORS, INC. | Wealth advisor | 38.8K | $1.8M | 0.2% | +14.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 34.9K | $1.6M | 0.0% | +77.0% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 32.8K | $1.5M | 0.0% | +19.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.7K | $1.3M | 0.0% | -77.7% |
| Visionary Wealth Advisors | Wealth advisor | 28.4K | $1.3M | 0.1% | -0.6% |
| Arrowroot Family Office, LLC | Wealth advisor | 28.1K | $1.3M | 0.4% | +23.3% |
| WFA of San Diego, LLC | Wealth advisor | 26.1K | $1.2M | 1.0% | +7.4% |
| JANE STREET GROUP, LLC | Market maker | 24.4K | $1.1M | 0.0% | -37.9% |
| Andina Capital Management, LLC | Wealth advisor | 20.3K | $942K | 0.8% | -23.1% |
| Mutual Advisors, LLC | Wealth advisor | 19.1K | $889K | 0.0% | +6.2% |
| RMR Capital Management, LLC | Other | 18.8K | $872K | 0.6% | -6.5% |
| Zuckerman Investment Group, LLC ★2 | Fundamental diversified | 17.1K | $794K | 0.1% | -0.4% |
| FIFTH THIRD BANCORP | Diversified mechanical | 12.0K | $558K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 11.5K | $537K | 0.0% | +0.9% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 10.4K | $483K | 0.1% | -17.9% |
| Hegarty Advisors, LLC | Wealth advisor | 9.8K | $457K | 0.4% | +35.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 9.3K | $434K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 9.0K | $419K | 0.0% | -36.6% |
| Cetera Investment Advisers | Wealth advisor | 8.9K | $414K | 0.0% | -85.8% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Other | 8.6K | $400K | 0.0% | Held |
| SHEETS SMITH WEALTH MANAGEMENT | Other | 7.5K | $348K | 0.0% | -21.1% |
| Advisory Services Network, LLC | Diversified mechanical | 6.2K | $289K | 0.0% | New |
| REICON WEALTH ADVISORS, LLC | Wealth advisor | 5.7K | $265K | 0.2% | -15.7% |
| &PARTNERS | Diversified mechanical | 5.5K | $256K | 0.0% | -5.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 4.6K | $215K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.5K | $210K | 0.0% | -6.8% |
| IFS Group,LLC | Wealth advisor | 4.5K | $207K | 0.2% | — |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.0K | $187K | 0.0% | +0.6% |
| ROYAL BANK OF CANADA | Bank broker | 1.5K | $68K | 0.0% | +661.3% |
| IFP Advisors, Inc | Wealth advisor | 1.1K | $52K | 0.0% | -47.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 700 | $33K | 0.0% | Held |
| North Star Investment Management Corp. | Diversified mechanical | 554 | $26K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 511 | $24K | 0.0% | Held |
| 1620 INVESTMENT ADVISORS, INC. | Other | 450 | $21K | 0.0% | -25.0% |
| CWM, LLC | Wealth advisor | 436 | $20K | 0.0% | -51.1% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 411 | $19K | 0.0% | Held |
| BANK OF MONTREAL /CAN/ | Bank broker | 268 | $12K | 0.0% | +1.1% |
| KERR FINANCIAL PLANNING Corp | Other | 263 | $12K | 0.0% | +1.9% |
| First Pacific Advisors, LP ★2 | Fundamental diversified | 142 | $7K | 0.0% | -50.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 121 | $6K | 0.0% | -11.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.