Evid Invest
Who owns HYBBWhat HYBB owns — n/a

Who owns iShares BB Rated Corporate Bond ETF?

Institutional ownership of HYBB from SEC Form 13F filings across 34 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.

34

13F holders

$119.2M

value, 2026 filers

28.3%

of shares outstanding (2.6M 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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Valmark Advisers, Inc.1.8M$83.3M0.9%19.2%+16.3%
2MORGAN STANLEY287,231$13.4M0.0%3.1%0.0%
3VICTORY CAPITAL MANAGEMENT INC196,500$9.2M0.0%2.1%0.0%
4Janney Montgomery Scott LLC68,810$3,2180.0%0.7%-1.6%
5LPL Financial LLC59,696$2.8M0.0%0.6%-9.3%
6STIFEL FINANCIAL CORP41,472$1.9M0.0%0.4%-96.5%
7BANK OF AMERICA CORP /DE/34,963$1.6M0.0%0.4%+0.2%
8Focus Partners Advisor Solutions, LLC30,316$1.4M0.0%0.3%-7.6%
9JANE STREET GROUP, LLC21,902$1.0M0.0%0.2%-10.4%
10Mutual Advisors, LLC21,056$984,8120.0%0.2%+10.1%
11BENJAMIN EDWARDS INC12,855$601,1990.0%0.1%-98.4%
12RAYMOND JAMES FINANCIAL INC12,469$583,1750.0%0.1%+8.0%
13ENVESTNET ASSET MANAGEMENT INC11,755$549,7680.0%0.1%-59.0%
14Cambridge Investment Research Advisors, Inc.10,476$4900.0%0.1%+126.5%
15TOCQUEVILLE ASSET MANAGEMENT L.P.8,600$402,2220.0%0.1%0.0%
16Advisory Services Network, LLC6,607$309,0090.0%0.1%+6.4%
17OSAIC HOLDINGS, INC.5,290$247,4940.0%0.1%+31.8%
18MONEY CONCEPTS CAPITAL CORPNEW4,347$203,3260.0%0%new
19First Pacific Advisors, LP3,727$174,3120.0%0%+2524.6%
20FIDUCIARY FINANCIAL ADVISORSNEW3,438$160,9230.0%0%new
21IFP Advisors, Inc1,122$52,4760.0%0%+1.2%
22HARBOUR INVESTMENTS, INC.598$27,9680.0%0%-14.6%
23North Star Investment Management Corp.554$25,9110.0%0%0.0%
24AE Wealth Management LLC511$23,8990.0%0%0.0%
25Global Retirement Partners, LLCNEW500$23,3850.0%0%new

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.