| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 30% | $150,932,835 | 3,202,479 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 Oct 2025 |
As of 31 Dec 2025, 57 institutional investors reported holding 8,455,889 shares of BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB). This represents 80% of the company’s total 10,548,350 outstanding shares.
The largest institutional shareholders of BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB) together control 79% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 20% | 2,144,054 | 0.32% | $101,049,265 | |
| Valmark Advisers, Inc. | 14% | 1,456,143 | 0.85% | $68,628,014 | |
| STIFEL FINANCIAL CORP | 13% | 1,416,283 | +44% | 0.06% | $66,749,443 |
| BENJAMIN EDWARDS INC | 10% | 1,081,255 | +48% | 0.56% | $50,958,600 |
| MORGAN STANLEY | 4.2% | 439,046 | -19% | 0% | $20,692,238 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 4.1% | 433,506 | +60% | 0.31% | $20,431,138 |
| Bank Julius Baer & Co. Ltd, Zurich | 3.5% | 372,034 | +4.1% | 0.05% | $17,533,948 |
| VICTORY CAPITAL MANAGEMENT INC | 3.1% | 329,000 | -2.2% | 0.01% | $15,505,770 |
| ENVESTNET ASSET MANAGEMENT INC | 1.2% | 128,738 | -4.7% | 0% | $6,067,426 |
| Janney Montgomery Scott LLC | 0.82% | 86,823 | +4.3% | 0.01% | $4,092,000 |
| Cetera Investment Advisers | 0.59% | 62,729 | -11% | 0% | $2,956,398 |
| LPL Financial LLC | 0.46% | 48,600 | +28% | 0% | $2,290,508 |
| JANE STREET GROUP, LLC | 0.37% | 39,365 | +793% | 0% | $1,855,272 |
| NOTTINGHAM ADVISORS, INC. | 0.32% | 34,057 | -8.1% | 0.22% | $1,605,106 |
| Visionary Wealth Advisors | 0.27% | 28,560 | +80% | 0.06% | $1,346,025 |
| Focus Partners Advisor Solutions, LLC | 0.26% | 27,369 | -38% | 0.02% | $1,289,939 |
| Andina Capital Management, LLC | 0.25% | 26,345 | +7.4% | 0.75% | $1,241,640 |
| WFA of San Diego, LLC | 0.23% | 24,326 | +10% | 0.84% | $1,146,484 |
| LAFFER TENGLER INVESTMENTS, INC. | 0.23% | 24,240 | -0.57% | 0.19% | $1,142,431 |
| Arrowroot Family Office, LLC | 0.22% | 22,758 | +38% | 0.39% | $1,072,593 |
| RMR Capital Management, LLC | 0.19% | 20,065 | -26% | 0.68% | $945,665 |
| BANK OF AMERICA CORP /DE/ | 0.19% | 19,713 | +19% | 0% | $929,074 |
| Mutual Advisors, LLC | 0.17% | 18,007 | -5.2% | 0.02% | $848,686 |
| Heritage Family Offices, LLP | 0.17% | 17,429 | +0.18% | 0.37% | $821,431 |
| Zuckerman Investment Group, LLC | 0.16% | 17,153 | +1.8% | 0.07% | $808,414 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,455,889 | $398,525,250 | +$210,747,248 | $47.13 | 57 |
| 2025 Q3 | 3,969,887 | $187,803,331 | +$63,927,807 | $47.31 | 52 |
| 2025 Q2 | 2,624,834 | $123,231,754 | -$197,733,425 | $47.00 | 54 |
| 2025 Q1 | 6,786,897 | $313,484,314 | +$6,492,101 | $46.21 | 52 |
| 2024 Q4 | 6,672,851 | $308,016,807 | +$2,384,155 | $46.00 | 54 |
| 2024 Q3 | 6,626,296 | $315,471,362 | +$48,931,764 | $47.35 | 51 |
| 2024 Q2 | 7,614,542 | $351,868,212 | +$29,265,692 | $46.02 | 48 |
| 2024 Q1 | 6,923,723 | $320,222,851 | +$74,663,594 | $46.25 | 38 |
| 2023 Q4 | 5,334,039 | $244,902,183 | +$22,762,224 | $46.01 | 39 |
| 2023 Q3 | 4,811,038 | $210,578,355 | +$7,248,995 | $43.77 | 28 |
| 2023 Q2 | 4,663,248 | $208,923,059 | -$63,792,305 | $44.80 | 30 |
| 2023 Q1 | 5,534,758 | $251,665,869 | -$76,627,879 | $45.47 | 26 |
| 2022 Q4 | 7,771,648 | $345,058,656 | +$148,631,674 | $44.40 | 32 |
| 2022 Q3 | 4,449,813 | $191,560,000 | +$66,913,384 | $43.04 | 24 |
| 2022 Q2 | 3,212,218 | $142,312,000 | +$87,682,774 | $44.26 | 24 |
| 2022 Q1 | 910,246 | $44,221,000 | -$21,886,927 | $48.69 | 14 |
| 2021 Q4 | 1,327,996 | $68,811,000 | -$15,246,702 | $51.86 | 19 |
| 2021 Q3 | 1,619,401 | $84,755,160 | -$10,834,380 | $52.36 | 16 |
| 2021 Q2 | 1,826,130 | $95,641,320 | +$9,178,413 | $52.37 | 14 |
| 2021 Q1 | 1,651,390 | $85,131,120 | +$45,840,565 | $51.55 | 11 |
| 2020 Q4 | 756,071 | $39,736,000 | +$39,736,000 | $52.14 | 9 |