ISHARES BB RATED CORP BOND (HYBB) Institutional Ownership Changes & 13F Activity

ISHARES BB RATED CORP BOND (HYBB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Stifel Financial Corp, Benjamin Edwards Inc, Public Employees Retirement System Of Ohio, Valmark Advisers, Inc., and Zuckerman Investment Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Public Employees Retirement System Of OhioBuy+423,527+19.9%2,548,011$119.17MQ2 2026Aug 17, 2026
Zuckerman Investment Group, LlcBuy+46,13046,130$2.16MQ2 2026Aug 14, 2026
First Pacific Advisors, LpBuy+3,585+2524.6%3,727$174.31KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,7892,789$130.57KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,537-10.4%21,902$1.02MQ2 2026Aug 14, 2026
Wfa Of San Diego, LlcBuy+2,385+9.1%28,510$1.33MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+1,930+10.1%21,056$984.81KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,276+31.8%5,290$247.49KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,263-86.9%191$9.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+927+8.0%12,469$583.17KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+76+0.2%34,963$1.64MQ2 2026Aug 14, 2026
Ubs Group AgBuy+1818$842.00Q2 2026Aug 13, 2026
Stifel Financial CorpSell-1,147,869-96.5%41,472$1.94MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+395+6.4%6,607$309.01KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-102-14.6%598$27.97KQ2 2026Aug 12, 2026
Bank Julius Baer & Co. Ltd, ZurichBuy+29+0.0%373,321$17.46MQ2 2026Aug 10, 2026
Lpl Financial LlcSell-6,108-9.3%59,696$2.79MQ2 2026Aug 07, 2026
Valmark Advisers, Inc.Buy+249,624+16.3%1,781,212$83.31MQ2 2026Aug 06, 2026
Arrowroot Family Office, LlcBuy+6,772+29.8%29,530$1.38MQ2 2026Aug 06, 2026
Focus Partners Advisor Solutions, LlcSell-2,489-7.6%30,316$1.42MQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcSell-1,097-1.6%68,810$3.22MQ2 2026Aug 05, 2026
Envestnet Asset Management IncSell-16,930-59.0%11,755$549.77KQ2 2026Aug 03, 2026
Keeler Thomas Management LlcBuy+5,4455,445$254.66KQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+612+13.2%5,238$245.00Q2 2026Jul 30, 2026
Reicon Wealth Advisors, LlcBuy+2,036+35.7%7,734$361.72KQ2 2026Jul 29, 2026
Nottingham Advisors, Inc.Buy+1,437+3.7%40,286$1.88MQ2 2026Jul 27, 2026
Hegarty Advisors, LlcBuy+1,080+11.0%10,909$510.23KQ2 2026Jul 27, 2026
Rmr Capital Management, LlcBuy+125+0.7%18,890$883.50KQ2 2026Jul 27, 2026
Benjamin Edwards IncSell-778,325-98.4%12,855$601.20KQ2 2026Jul 24, 2026
Ifs Group,LlcBuy+1,001+22.5%5,451$254.96KQ2 2026Jul 23, 2026
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Frequently asked questions about HYBB activity

  • Which institutional owners are buying HYBB?

    Institutional owners buying HYBB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HYBB activity?

    "Buy" means an investor increased their reported position in HYBB compared to the prior reporting period. This reflects growing exposure to ISHARES BB RATED CORP BOND (HYBB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HYBB increasing?

    Institutional interest in HYBB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.