ISHARES BB RATED CORP BOND (HYBB) Institutional Shareholders
ISHARES BB RATED CORP BOND (HYBB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $269.22M in HYBB holdings during the latest filing period.
Public Employees Retirement System Of Ohio is currently the largest disclosed institutional shareholder of HYBB tracked by InsiderSet, reporting ownership valued at approximately $119.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $117.03M, representing an estimated loss of -1.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed HYBB value among the investors covered in this analysis. Major shareholders include Public Employees Retirement System Of Ohio, Valmark Advisers, Inc., Bank Julius Baer & Co. Ltd, Zurich, and several other long-term asset managers with concentrated positions in ISHARES BB RATED CORP BOND (HYBB).
This page ranks the largest institutional HYBB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$269.22M
Largest Holder
Public Employees Retirement System Of Ohio
Largest Position
$119.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Public Employees Retirement System Of Ohio | 0.35% | 2,548,011 | $119,170,474 | $117,030,145 | -$2,140,329 | -1.80% | |
| Valmark Advisers, Inc. | 0.88% | 1,781,212 | $83,307,280 | $81,811,067 | -$1,496,213 | -1.80% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | 373,321 | $17,460,210 | $17,146,634 | -$313,576 | -1.80% | |
| Morgan Stanley | 0.00% | 287,231 | $13,433,794 | $13,192,520 | -$241,274 | -1.80% | |
| Victory Capital Management Inc | 0.01% | 196,500 | $9,190,305 | $9,025,245 | -$165,060 | -1.80% | |
| Janney Montgomery Scott Llc | 0.01% | 68,810 | $3,218,000 | $3,160,443 | -$57,557 | -1.79% | |
| Lpl Financial Llc | 0.00% | 59,696 | $2,791,983 | $2,741,837 | -$50,146 | -1.80% | |
| Zuckerman Investment Group, Llc | 0.18% | 46,130 | $2,157,517 | $2,118,751 | -$38,766 | -1.80% | |
| Stifel Financial Corp | 0.00% | 41,472 | $1,939,648 | $1,904,809 | -$34,839 | -1.80% | |
| Nottingham Advisors, Inc. | 0.22% | 40,286 | $1,884,176 | $1,850,336 | -$33,840 | -1.80% | |
| Bank Of America Corp | 0.00% | 34,963 | $1,635,220 | $1,605,851 | -$29,369 | -1.80% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 30,316 | $1,417,914 | $1,392,414 | -$25,500 | -1.80% | |
| Arrowroot Family Office, Llc | 0.40% | 29,530 | $1,381,140 | $1,356,313 | -$24,827 | -1.80% | |
| Wfa Of San Diego, Llc | 1.09% | 28,510 | $1,328,743 | $1,309,464 | -$19,279 | -1.45% | |
| Jane Street Group, Llc | 0.00% | 21,902 | $1,024,357 | $1,005,959 | -$18,398 | -1.80% | |
| Mutual Advisors, Llc | 0.02% | 21,056 | $984,812 | $967,102 | -$17,710 | -1.80% | |
| Rmr Capital Management, Llc | 0.61% | 18,890 | $883,499 | $867,618 | -$15,881 | -1.80% | |
| Benjamin Edwards Inc | 0.01% | 12,855 | $601,199 | $590,430 | -$10,769 | -1.79% | |
| Raymond James Financial Inc | 0.00% | 12,469 | $583,175 | $572,701 | -$10,474 | -1.80% | |
| Envestnet Asset Management Inc | 0.00% | 11,755 | $549,768 | $539,907 | -$9,861 | -1.79% | |
| Fiduciary Financial Group, Llc | 0.06% | 11,124 | $520,269 | $510,925 | -$9,344 | -1.80% | |
| Hegarty Advisors, Llc | 0.35% | 10,909 | $510,229 | $501,050 | -$9,179 | -1.80% | |
| Tocqueville Asset Management L.P. | 0.01% | 8,600 | $402,222 | $394,998 | -$7,224 | -1.80% | |
| Reicon Wealth Advisors, Llc | 0.23% | 7,734 | $361,719 | $355,223 | -$6,496 | -1.80% | |
| Sheets Smith Wealth Management | 0.04% | 7,605 | $355,686 | $349,298 | -$6,388 | -1.80% | |
| Farther Finance Advisors, Llc | 0.00% | 6,784 | $317,288 | $311,589 | -$5,699 | -1.80% | |
| Advisory Services Network, Llc | 0.00% | 6,607 | $309,009 | $303,460 | -$5,549 | -1.80% | |
| Ifs Group,Llc | 0.35% | 5,451 | $254,958 | $250,364 | -$4,594 | -1.80% | |
| Keeler Thomas Management Llc | 0.09% | 5,445 | $254,663 | $250,089 | -$4,574 | -1.80% | |
| Huntington National Bank | 0.00% | 5,350 | $250,220 | $245,726 | -$4,495 | -1.80% | |
| Osaic Holdings, Inc. | 0.00% | 5,290 | $247,494 | $242,970 | -$4,524 | -1.83% | |
| First Pacific Advisors, Lp | 0.00% | 3,727 | $174,312 | $171,181 | -$3,131 | -1.80% | |
| Action Point Financial Planning, Llc | 0.01% | 2,789 | $130,566 | $128,099 | -$2,467 | -1.89% | |
| Ifp Advisors, Inc | 0.00% | 1,122 | $52,476 | $51,533 | -$943 | -1.80% | |
| Harbour Investments, Inc. | 0.00% | 598 | $27,968 | $27,466 | -$502 | -1.79% | |
| North Star Investment Management Corp. | 0.00% | 554 | $25,911 | $25,445 | -$466 | -1.80% | |
| 1620 Investment Advisors, Inc. | 0.01% | 450 | $21,047 | $20,669 | -$379 | -1.80% | |
| Cwm, Llc | 0.00% | 436 | $20,270 | $20,025 | -$245 | -1.21% | |
| Capital Investment Advisory Services, Llc | 0.00% | 411 | $19,222 | $18,877 | -$345 | -1.79% | |
| Kerr Financial Planning Corp | 0.01% | 265 | $12,392 | $12,171 | -$221 | -1.78% | |
| Royal Bank Of Canada | 0.00% | 191 | $9,000 | $8,773 | -$227 | -2.53% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 42 | $1,964 | $1,929 | -$35 | -1.78% | |
| Ubs Group Ag | 0.00% | 18 | $842 | $827 | -$15 | -1.81% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,238 | $245 | $240,581 | +$240,336 | +98096.47% | |
| Creative Capital Management Investments Llc | 0.00% | 4 | $187 | $184 | -$3 | -1.75% |
Frequently asked questions about HYBB
Who owns the most HYBB stock?
The largest holders of HYBB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES BB RATED CORP BOND (HYBB).
Is HYBB widely held by superinvestors?
Many widely followed stocks like HYBB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYBB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.