Who owns iShares BB Rated Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HYBB from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 48 institutions disclosed 5.8M shares of iShares BB Rated Corporate Bond ETF worth $269.7M — about 62% of shares outstanding; the largest disclosed holder is PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$269.7M
value, 2026 filers
62%
of shares outstanding (5.8M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HYBB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2.5M | $119.2M | 0.4% | 27.4% | +19.9% |
| 2 | Valmark Advisers, Inc. | 1.8M | $83.3M | 0.9% | 19.2% | +16.3% |
| 3 | Bank Julius Baer & Co. Ltd, Zurich | 373,321 | $17.5M | 0.0% | 4% | 0.0% |
| 4 | MORGAN STANLEY | 287,231 | $13.4M | 0.0% | 3.1% | 0.0% |
| 5 | VICTORY CAPITAL MANAGEMENT INC | 196,500 | $9.2M | 0.0% | 2.1% | 0.0% |
| 6 | Janney Montgomery Scott LLC | 68,810 | $3.2M | 0.0% | 0.7% | -1.6% |
| 7 | LPL Financial LLC | 59,696 | $2.8M | 0.0% | 0.6% | -9.3% |
| 8 | Zuckerman Investment Group, LLCNEW | 46,130 | $2.2M | 0.2% | 0.5% | new |
| 9 | STIFEL FINANCIAL CORP | 41,472 | $1.9M | 0.0% | 0.4% | -96.5% |
| 10 | NOTTINGHAM ADVISORS, INC. | 40,286 | $1.9M | 0.2% | 0.4% | +3.7% |
| 11 | BANK OF AMERICA CORP /DE/ | 34,963 | $1.6M | 0.0% | 0.4% | +0.2% |
| 12 | Focus Partners Advisor Solutions, LLC | 30,316 | $1.4M | 0.0% | 0.3% | -7.6% |
| 13 | Arrowroot Family Office, LLC | 29,530 | $1.4M | 0.4% | 0.3% | +5.3% |
| 14 | WFA of San Diego, LLC | 28,510 | $1.3M | 1.1% | 0.3% | +9.1% |
| 15 | JANE STREET GROUP, LLC | 21,902 | $1.0M | 0.0% | 0.2% | -10.4% |
| 16 | Mutual Advisors, LLC | 21,056 | $984,812 | 0.0% | 0.2% | +10.1% |
| 17 | RMR Capital Management, LLC | 18,890 | $883,499 | 0.6% | 0.2% | +0.7% |
| 18 | BENJAMIN EDWARDS INC | 12,855 | $601,199 | 0.0% | 0.1% | -98.4% |
| 19 | RAYMOND JAMES FINANCIAL INC | 12,469 | $583,175 | 0.0% | 0.1% | +8.0% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 11,755 | $549,768 | 0.0% | 0.1% | -59.0% |
| 21 | FIDUCIARY FINANCIAL GROUP, LLC | 11,124 | $520,269 | 0.1% | 0.1% | +7.0% |
| 22 | Hegarty Advisors, LLC | 10,909 | $510,229 | 0.4% | 0.1% | +11.0% |
| 23 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 8,600 | $402,222 | 0.0% | 0.1% | 0.0% |
| 24 | REICON WEALTH ADVISORS, LLC | 7,734 | $361,719 | 0.2% | 0.1% | +35.7% |
| 25 | SHEETS SMITH WEALTH MANAGEMENT | 7,605 | $355,686 | 0.0% | 0.1% | +1.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.