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