Who Owns ISHARES TR BB RAT COR (HYBB)? -- Institutional Holders (2026-03-31)

61 institutions reported holding $345.5M of ISHARES TR BB RAT COR (HYBB) in SEC 13F filings for 2026-03-31. Largest institutional holders: PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ($98.8M), Valmark Advisers, Inc. ($71.2M), STIFEL FINANCIAL CORP ($55.3M), BENJAMIN EDWARDS INC ($36.8M), Bank Julius Baer & Co. Ltd, Zurich ($17.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$98.8M2.1MTrimmed
2Valmark Advisers, Inc.$71.2M1.5MAdded
3STIFEL FINANCIAL CORP$55.3M1.2MTrimmed
4BENJAMIN EDWARDS INC$36.8M791,180Trimmed
5Bank Julius Baer & Co. Ltd, Zurich$17.4M373,292Added
6CONFLUENCE INVESTMENT MANAGEMENT LLC$16.3M350,424Trimmed
7MORGAN STANLEY$13.4M287,231Trimmed
8VICTORY CAPITAL MANAGEMENT INC$9.1M196,500Trimmed
9Janney Montgomery Scott LLC$3.2M69,907Trimmed
10LPL Financial LLC$3.1M65,804Added
11NOTTINGHAM ADVISORS, INC.$1.8M38,849Added
12BANK OF AMERICA CORP /DE/$1.6M34,887Added
13Focus Partners Advisor Solutions, LLC$1.5M32,805Added
14ENVESTNET ASSET MANAGEMENT INC$1.3M28,685Trimmed
15Visionary Wealth Advisors$1.3M28,377Trimmed
16Arrowroot Family Office, LLC$1.3M28,051Added
17WFA of San Diego, LLC$1.2M26,125Added
18JANE STREET GROUP, LLC$1.1M24,439Trimmed
19Andina Capital Management, LLC$941,56220,253Trimmed
20Mutual Advisors, LLC$889,17719,126Added
21RMR Capital Management, LLC$872,42018,765Trimmed
22Zuckerman Investment Group, LLC$794,12617,082Trimmed
23FIFTH THIRD BANCORP$558,20612,007New
24RAYMOND JAMES FINANCIAL INC$536,58811,542Added
25FIDUCIARY FINANCIAL GROUP, LLC$483,49610,400Trimmed

Source: SEC Form 13F filings · as of 2026-03-31