HYBB Institutional Ownership
iShares BB Rated Corporate Bond ETF
1W: -0.6%
1M: -2.8%
3M: -3.7%
YTD: -3.6%
1Y: -3.5%
3Y: +19.0%
5Y: +10.0%
$44.95
+0.12 (+0.27%)
Weekly Expected Move ±0.6%
$44
$45
$45
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYBB
60
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
267M
Total Invested
8
New Positions
21
Increased
21
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 2,548,011 | $115M | +423,527 | +19.9% | 3Q | SEC ↗ |
| 2 | Valmark Advisers, Inc. | 1,781,212 | $80M | +249,624 | +16.3% | 3Q | SEC ↗ |
| 3 | Bank Julius Baer & Co. Ltd, Zurich | 373,321 | $17M | +29 | +0.0% | 17Q | SEC ↗ |
| 4 | MORGAN STANLEY | 287,231 | $13M | — | +0.0% | 17Q | SEC ↗ |
| 5 | VICTORY CAPITAL MANAGEMENT INC | 196,500 | $9M | — | +0.0% | 15Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 68,810 | $3M | -1,097 | -1.6% | 15Q | SEC ↗ |
| 7 | LPL Financial LLC | 59,696 | $3M | -6,108 | -9.3% | 9Q | SEC ↗ |
| 8 | Zuckerman Investment Group, LLC NEW | 46,130 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 41,472 | $2M | -1,147,869 | -96.5% | 17Q | SEC ↗ |
| 10 | NOTTINGHAM ADVISORS, INC. | 40,286 | $2M | +1,437 | +3.7% | 23Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 34,963 | $2M | +76 | +0.2% | 15Q | SEC ↗ |
| 12 | Focus Partners Advisor Solutions, LLC | 30,316 | $1M | -2,489 | -7.6% | 8Q | SEC ↗ |
| 13 | Arrowroot Family Office, LLC | 29,530 | $1M | +1,479 | +5.3% | 5Q | SEC ↗ |
| 14 | WFA of San Diego, LLC | 28,510 | $1M | +2,385 | +9.1% | 5Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC | 21,902 | $984K | -2,537 | -10.4% | 4Q | SEC ↗ |
| 16 | Mutual Advisors, LLC | 21,056 | $946K | +1,930 | +10.1% | 15Q | SEC ↗ |
| 17 | RMR Capital Management, LLC | 18,890 | $849K | +125 | +0.7% | 7Q | SEC ↗ |
| 18 | BENJAMIN EDWARDS INC | 12,855 | $578K | -778,325 | -98.4% | 17Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 12,469 | $560K | +927 | +8.0% | 5Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 11,755 | $528K | -16,930 | -59.0% | 17Q | SEC ↗ |
| 21 | FIDUCIARY FINANCIAL GROUP, LLC | 11,124 | $500K | +724 | +7.0% | 9Q | SEC ↗ |
| 22 | Hegarty Advisors, LLC | 10,909 | $490K | +1,080 | +11.0% | 3Q | SEC ↗ |
| 23 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 8,600 | $387K | — | +0.0% | 10Q | SEC ↗ |
| 24 | REICON WEALTH ADVISORS, LLC | 7,734 | $348K | +2,036 | +35.7% | 3Q | SEC ↗ |
| 25 | SHEETS SMITH WEALTH MANAGEMENT | 7,605 | $342K | +115 | +1.5% | 19Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC | 6,784 | $305K | -2,248 | -24.9% | 8Q | SEC ↗ |
| 27 | Advisory Services Network, LLC | 6,607 | $297K | +395 | +6.4% | 2Q | SEC ↗ |
| 28 | IFS Group,LLC | 5,451 | $245K | +1,001 | +22.5% | 2Q | SEC ↗ |
| 29 | Keeler Thomas Management LLC NEW | 5,445 | $245K | — | +0.0% | 1Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 5,290 | $238K | +1,276 | +31.8% | 18Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 5,238 | $235K | +612 | +13.2% | 2Q | SEC ↗ |
| 32 | MONEY CONCEPTS CAPITAL CORP NEW | 4,347 | $195K | — | +0.0% | 1Q | SEC ↗ |
| 33 | First Pacific Advisors, LP | 3,727 | $168K | +3,585 | +2524.6% | 3Q | SEC ↗ |
| 34 | FIDUCIARY FINANCIAL ADVISORS NEW | 3,438 | $155K | — | +0.0% | 1Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 1,122 | $50K | +13 | +1.2% | 11Q | SEC ↗ |
| 36 | HARBOUR INVESTMENTS, INC. | 598 | $27K | -102 | -14.6% | 17Q | SEC ↗ |
| 37 | North Star Investment Management Corp. | 554 | $25K | — | +0.0% | 6Q | SEC ↗ |
| 38 | AE Wealth Management LLC | 511 | $23K | — | +0.0% | 7Q | SEC ↗ |
| 39 | Global Retirement Partners, LLC NEW | 500 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 40 | 1620 INVESTMENT ADVISORS, INC. | 450 | $20K | — | +0.0% | 4Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC NEW | 450 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 42 | CWM, LLC | 436 | $20K | -456 | -51.1% | 7Q | SEC ↗ |
| 43 | Capital Investment Advisory Services, | 411 | $18K | — | +0.0% | 6Q | SEC ↗ |
| 44 | KERR FINANCIAL PLANNING Corp | 265 | $12K | +2 | +0.8% | 4Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 191 | $9K | -1,263 | -86.9% | 8Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 42 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV NEW | 20 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 48 | UBS Group AG NEW | 18 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Creative Capital Management Investment | 4 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 50 | BANK OF MONTREAL /CAN | 0 | $0K | -268 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Zuckerman Investment Group, LLC | 46,130 | $2M |
| Keeler Thomas Management LLC | 5,445 | $245K |
| MONEY CONCEPTS CAPITAL CORP | 4,347 | $195K |
| FIDUCIARY FINANCIAL ADVISORS | 3,438 | $155K |
| Global Retirement Partners, LLC | 500 | $22K |
| Integrated Wealth Concepts LLC | 450 | $20K |
| MERCER GLOBAL ADVISORS INC /ADV | 20 | $1K |
| UBS Group AG | 18 | $1K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | 350,424 | $16M |
| Visionary Wealth Advisors | 28,377 | $1M |
| LAFFER TENGLER INVESTMENTS, INC. | 24,240 | $1M |
| Andina Capital Management, LLC | 20,253 | $910K |
| Heritage Family Offices, LLP | 17,429 | $783K |
| COMMONS CAPITAL, LLC | 12,420 | $558K |
| FIFTH THIRD BANCORP | 12,007 | $540K |
| CITADEL ADVISORS LLC | 9,339 | $420K |
| Mariner, LLC | 9,337 | $420K |
| Cetera Investment Advisers | 8,906 | $400K |
| Zhang Financial LLC | 5,606 | $252K |
| &PARTNERS | 5,502 | $247K |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,508 | $203K |
| NBC SECURITIES, INC. | 1,382 | $62K |
| BANK OF MONTREAL /CAN | 268 | $12K |
| Signature Equity Partners, LLC | 160 | $7K |
| WELLS FARGO & COMPANY/MN | 121 | $5K |
| FMR LLC | 102 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +423,527 | +19.9% | 2,548,011 |
| Valmark Advisers, Inc. | +249,624 | +16.3% | 1,781,212 |
| First Pacific Advisors, LP | +3,585 | +2524.6% | 3,727 |
| WFA of San Diego, LLC | +2,385 | +9.1% | 28,510 |
| REICON WEALTH ADVISORS, LLC | +2,036 | +35.7% | 7,734 |
| Mutual Advisors, LLC | +1,930 | +10.1% | 21,056 |
| Arrowroot Family Office, LLC | +1,479 | +5.3% | 29,530 |
| NOTTINGHAM ADVISORS, INC. | +1,437 | +3.7% | 40,286 |
| OSAIC HOLDINGS, INC. | +1,276 | +31.8% | 5,290 |
| Hegarty Advisors, LLC | +1,080 | +11.0% | 10,909 |
| IFS Group,LLC | +1,001 | +22.5% | 5,451 |
| RAYMOND JAMES FINANCIAL INC | +927 | +8.0% | 12,469 |
| FIDUCIARY FINANCIAL GROUP, LLC | +724 | +7.0% | 11,124 |
| Cambridge Investment Research Advis | +612 | +13.2% | 5,238 |
| Advisory Services Network, LLC | +395 | +6.4% | 6,607 |
| RMR Capital Management, LLC | +125 | +0.7% | 18,890 |
| SHEETS SMITH WEALTH MANAGEMENT | +115 | +1.5% | 7,605 |
| BANK OF AMERICA CORP /DE | +76 | +0.2% | 34,963 |
| Bank Julius Baer & Co. Ltd, Zurich | +29 | +0.0% | 373,321 |
| IFP Advisors, Inc | +13 | +1.2% | 1,122 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | -1,147,869 | -96.5% | 41,472 |
| BENJAMIN EDWARDS INC | -778,325 | -98.4% | 12,855 |
| ENVESTNET ASSET MANAGEMENT INC | -16,930 | -59.0% | 11,755 |
| LPL Financial LLC | -6,108 | -9.3% | 59,696 |
| JANE STREET GROUP, LLC | -2,537 | -10.4% | 21,902 |
| Focus Partners Advisor Solutions, L | -2,489 | -7.6% | 30,316 |
| Farther Finance Advisors, LLC | -2,248 | -24.9% | 6,784 |
| ROYAL BANK OF CANADA | -1,263 | -86.9% | 191 |
| Janney Montgomery Scott LLC | -1,097 | -1.6% | 68,810 |
| CWM, LLC | -456 | -51.1% | 436 |
| HARBOUR INVESTMENTS, INC. | -102 | -14.6% | 598 |