HYBB Institutional Ownership & Shareholders
ISHARES BB RATED CORP BOND (HYBB) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $272.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $115.88M, representing an estimated loss of -2.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% 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
49
Total Reported Value
$272.98M
Largest Holder
Public Employees Retirement System Of Ohio
Largest Position
$119.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
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 | $115,883,540 | -$3,286,934 | -2.76% | |
| Valmark Advisers, Inc. | 0.88% | 1,781,212 | $83,307,280 | $81,009,522 | -$2,297,758 | -2.76% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | 373,441 | $16,827,237 | $16,984,097 | +$156,860 | +0.93% | |
| Morgan Stanley | 0.00% | 287,231 | $13,433,794 | $13,063,266 | -$370,528 | -2.76% | |
| Victory Capital Management Inc | 0.01% | 196,500 | $9,190,305 | $8,936,820 | -$253,485 | -2.76% | |
| Confluence Investment Management Llc | 0.06% | 84,963 | $3,828,433 | $3,864,117 | +$35,684 | +0.93% | |
| Janney Montgomery Scott Llc | 0.01% | 68,810 | $3,218,000 | $3,129,479 | -$88,521 | -2.75% | |
| Lpl Financial Llc | 0.00% | 59,696 | $2,791,983 | $2,714,974 | -$77,009 | -2.76% | |
| Zuckerman Investment Group, Llc | 0.18% | 46,130 | $2,157,517 | $2,097,992 | -$59,525 | -2.76% | |
| Stifel Financial Corp | 0.00% | 41,472 | $1,939,648 | $1,886,147 | -$53,501 | -2.76% | |
| Nottingham Advisors, Inc. | 0.23% | 40,872 | $1,842,510 | $1,858,859 | +$16,349 | +0.89% | |
| Bank Of America Corp | 0.00% | 34,963 | $1,635,220 | $1,590,117 | -$45,103 | -2.76% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 30,316 | $1,417,914 | $1,378,772 | -$39,142 | -2.76% | |
| Arrowroot Family Office, Llc | 0.40% | 29,530 | $1,381,140 | $1,343,024 | -$38,116 | -2.76% | |
| Wfa Of San Diego, Llc | 1.09% | 28,510 | $1,328,743 | $1,296,635 | -$32,108 | -2.42% | |
| Jane Street Group, Llc | 0.00% | 21,902 | $1,024,357 | $996,103 | -$28,254 | -2.76% | |
| Mutual Advisors, Llc | 0.02% | 21,056 | $984,812 | $957,627 | -$27,185 | -2.76% | |
| Rmr Capital Management, Llc | 0.60% | 19,010 | $856,576 | $864,575 | +$7,999 | +0.93% | |
| Benjamin Edwards Inc | 0.01% | 12,855 | $601,199 | $584,645 | -$16,554 | -2.75% | |
| Raymond James Financial Inc | 0.00% | 12,469 | $583,175 | $567,090 | -$16,085 | -2.76% | |
| Hegarty Advisors, Llc | 0.34% | 12,322 | $555,234 | $560,405 | +$5,171 | +0.93% | |
| Envestnet Asset Management Inc | 0.00% | 11,755 | $549,768 | $534,617 | -$15,151 | -2.76% | |
| Fiduciary Financial Group, Llc | 0.06% | 11,124 | $501,247 | $505,920 | +$4,673 | +0.93% | |
| Tocqueville Asset Management L.P. | 0.01% | 8,600 | $402,222 | $391,128 | -$11,094 | -2.76% | |
| Reicon Wealth Advisors, Llc | 0.23% | 7,734 | $361,719 | $351,742 | -$9,977 | -2.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,757 | $349,510 | $352,788 | +$3,278 | +0.94% | |
| Sheets Smith Wealth Management | 0.04% | 7,612 | $342,997 | $346,194 | +$3,197 | +0.93% | |
| Advisory Services Network, Llc | 0.00% | 6,607 | $309,009 | $300,486 | -$8,523 | -2.76% | |
| Farther Finance Advisors, Llc | 0.00% | 6,784 | $305,687 | $308,536 | +$2,849 | +0.93% | |
| Nilsine Partners, Llc | 0.02% | 5,800 | $261,348 | $263,784 | +$2,436 | +0.93% | |
| Keeler Thomas Management Llc | 0.10% | 5,705 | $257,067 | $259,463 | +$2,396 | +0.93% | |
| Ifs Group,Llc | 0.35% | 5,451 | $254,958 | $247,911 | -$7,047 | -2.76% | |
| Huntington National Bank | 0.00% | 5,350 | $250,220 | $243,318 | -$6,902 | -2.76% | |
| Osaic Holdings, Inc. | 0.00% | 5,290 | $247,494 | $240,589 | -$6,905 | -2.79% | |
| First Pacific Advisors, Lp | 0.00% | 3,727 | $174,312 | $169,504 | -$4,808 | -2.76% | |
| Action Point Financial Planning, Llc | 0.01% | 2,789 | $130,566 | $126,844 | -$3,722 | -2.85% | |
| Ifp Advisors, Inc | 0.00% | 1,134 | $51,098 | $51,574 | +$476 | +0.93% | |
| Harbour Investments, Inc. | 0.00% | 598 | $27,968 | $27,197 | -$771 | -2.76% | |
| North Star Investment Management Corp. | 0.00% | 554 | $24,963 | $25,196 | +$233 | +0.93% | |
| 1620 Investment Advisors, Inc. | 0.01% | 450 | $21,047 | $20,466 | -$581 | -2.76% | |
| Cwm, Llc | 0.00% | 436 | $20,270 | $19,829 | -$441 | -2.17% | |
| Capital Investment Advisory Services, Llc | 0.00% | 411 | $18,520 | $18,692 | +$172 | +0.93% | |
| Heritage Family Offices, Llp | 0.01% | 338 | $15,231 | $15,372 | +$141 | +0.93% | |
| Kerr Financial Planning Corp | 0.01% | 265 | $12,392 | $12,052 | -$340 | -2.74% | |
| Royal Bank Of Canada | 0.00% | 191 | $9,000 | $8,687 | -$313 | -3.48% | |
| Assetmark, Inc | 0.00% | 76 | $3,425 | $3,456 | +$31 | +0.92% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 42 | $1,964 | $1,910 | -$54 | -2.74% | |
| Ubs Group Ag | 0.00% | 18 | $842 | $819 | -$23 | -2.77% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,976 | $224 | $226,308 | +$226,084 | +100930.57% |
Frequently asked questions about HYBB
Who are the largest institutional holders of HYBB?
The largest institutional holders of HYBB reported in the latest SEC Form 13F filings include Public Employees Retirement System Of Ohio, Valmark Advisers, Inc., Bank Julius Baer & Co. Ltd, Zurich, Morgan Stanley, and Victory Capital Management Inc. InsiderSet ranks institutional holders by their latest reported HYBB position.
What is HYBB institutional ownership?
This page tracks HYBB positions reported by institutional investment managers through SEC Form 13F. ISHARES BB RATED CORP BOND (HYBB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYBB?
InsiderSet currently tracks 49 institutional managers reporting HYBB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYBB shareholders.
How much HYBB stock do institutions own?
Institutional investment managers disclosed approximately $272.98M in HYBB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYBB institutional ownership last updated?
The latest HYBB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYBB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYBB position after the reporting date.
Are institutions buying or selling HYBB?
Institutional buying and selling can be analyzed by comparing HYBB positions across consecutive 13F reporting periods. InsiderSet's HYBB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYBB ownership changes.
How has HYBB institutional ownership changed over time?
InsiderSet tracks HYBB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.