HYBB institutional holders

iShares BB Rated Corporate Bond ETF · 50 reporting institutions · $266.8M reported value

Institutional holdings

Institutions reporting HYBB, largest first
InstitutionReported positionAdvisors at firmReport period
Public Employees Retirement System of Ohio$119.2M02026-06-30
Valmark Advisers, Inc.$83.3M2952026-06-30
Bank Julius Baer & Co. Ltd, Zurich$17.5M02026-06-30
Morgan Stanley$13.4M23,1852026-06-30
Victory Capital Management Inc.$9.2M1062026-06-30
Lpl Financial LLC$2.8M23,4582026-06-30
Zuckerman Investment Group, LLC$2.2M32026-06-30
Stifel Financial Corp$1.9M02026-06-30
Nottingham Advisors, Inc.$1.9M82026-06-30
Bank of America Corp /de$1.6M02026-06-30
Focus Partners Advisor Solutions, LLC$1.4M422026-06-30
Arrowroot Family Office, LLC$1.4M132026-06-30
Wfa of San Diego, LLC$1.3M22026-06-30
Jane Street Group, LLC$1M02026-06-30
Mutual Advisors, LLC$984.8K1532026-06-30
Rmr Capital Management, LLC$883.5K12026-06-30
Benjamin Edwards Inc$601.2K02026-06-30
Raymond James Financial Inc$583.2K02026-06-30
Envestnet Pmc$549.8K602026-06-30
Comerica Bank$538.8K02025-12-31
Fiduciary Financial Group, LLC$520.3K92026-06-30
Hegarty Advisors, LLC$510.2K22026-06-30
Tocqueville Asset Management LP$402.2K322026-06-30
Reicon Wealth Advisors, LLC$361.7K52026-06-30
Sheets Smith Wealth Management$355.7K102026-06-30
Farther Finance Advisors, LLC$317.3K3342026-06-30
Advisory Services Network$309K2532026-06-30
Ifs Group, LLC$255K02026-06-30
Keeler Thomas Management LLC$254.7K52026-06-30
Huntington National Bank$250.2K02026-06-30
Osaic Holdings, Inc.$247.5K02026-06-30
Money Concepts Capital Corp$203.3K3892026-06-30
First Pacific Advisors, LP$174.3K02026-06-30
Fiduciary Financial Advisors$160.9K512026-06-30
Ifp Advisors, Inc$52.5K3182026-06-30
Harbour Investments, Inc.$28K2472026-06-30
North Star Investment Management Corporation$25.9K112026-06-30
Ae Wealth Management LLC$23.9K4712026-06-30
Global Retirement Partners LLC$23.4K4912026-06-30
1620 Investment Advisors, Inc.$21K42026-06-30
Integrated Wealth Concepts LLC$21K4802026-06-30
Cwm, LLC$20.3K6672026-03-31
Capital Investment Advisory Services, LLC$19.2K1032026-06-30
Kerr Financial Planning Corp$12.4K32026-06-30
Royal Bank of Canada$9K02026-06-30
Janney Montgomery Scott LLC$3.2K1,3422026-06-30
Steward Partners Investment Advisory, LLC$2K4812026-06-30
UBS Group AG$84202026-06-30
Cambridge Investment Research Advisors, Inc.$2153,9402026-03-31
Creative Capital Management Investments LLC$18762026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30