BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Equity / ISHARES BB RATED CORP BOND
Symbol
HYBB
Shares outstanding
10,548,350
Price per share
$47.13
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,947,870
Total reported value
$186,761,707
% of total 13F portfolios
0%
Share change
+1,343,022
Value change
+$63,828,693
Number of holders
51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB) based on Schedule 13D/G filings

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 30 Sep 2025, 51 institutional investors reported holding 3,947,870 shares of BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB). This represents 37% of the company’s total 10,548,350 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB) together control 37% 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
STIFEL FINANCIAL CORP 9.3% 980,388 +165% 0.04% $46,382,190
BENJAMIN EDWARDS INC 6.9% 731,275 +137% 0.39% $34,595,797
MORGAN STANLEY 5.2% 545,256 +137244% 0% $25,796,072
Bank Julius Baer & Co. Ltd, Zurich 3.4% 357,452 +3.6% 0.05% $16,911,038
VICTORY CAPITAL MANAGEMENT INC 3.2% 336,500 +4.5% 0.01% $15,919,815
CONFLUENCE INVESTMENT MANAGEMENT LLC 2.6% 270,829 +239% 0.18% $12,812,920
ENVESTNET ASSET MANAGEMENT INC 1.3% 135,096 +13% 0% $6,391,409
Janney Montgomery Scott LLC 0.79% 83,228 +39% 0.01% $3,938,000
Cetera Investment Advisers 0.67% 70,409 -6.8% 0% $3,331,076
Focus Partners Advisor Solutions, LLC 0.42% 44,388 +305% 0.02% $2,089,825
Municipal Employees' Retirement System of Michigan 0.37% 38,566 0% 0.02% $1,825,000
LPL Financial LLC 0.36% 37,874 +29% 0% $1,791,830
NOTTINGHAM ADVISORS, INC. 0.35% 37,061 +1.4% 0.24% $1,753,356
RMR Capital Management, LLC 0.26% 27,130 +50% 0.9% $1,283,520
Andina Capital Management, LLC 0.23% 24,541 -10% 0.66% $1,161,035
LAFFER TENGLER INVESTMENTS, INC. 0.23% 24,380 +22% 0.2% $1,153,418
Mutual Advisors, LLC 0.18% 18,986 +14% 0.02% $896,161
Heritage Family Offices, LLP 0.16% 17,398 +14% 0.38% $823,098
Zuckerman Investment Group, LLC 0.16% 16,855 +2.6% 0.07% $797,405
BANK OF AMERICA CORP /DE/ 0.16% 16,625 +390% 0% $786,528
Arrowroot Family Office, LLC 0.16% 16,515 -4.9% 0.31% $781,306
Visionary Wealth Advisors 0.15% 15,834 0.03% $749,120
Farther Finance Advisors, LLC 0.14% 15,035 -14% 0.01% $711,306
FIDUCIARY FINANCIAL GROUP, LLC 0.12% 12,670 +0.25% 0.09% $599,418
RAYMOND JAMES FINANCIAL INC 0.11% 11,406 +3.9% 0% $539,618

Institutional Holders of BlackRock Fund Advisors - ISHARES BB RATED CORP BOND (HYBB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 485,926 $22,901,690 +$8,253,778 $47.13 6
2025 Q3 3,947,870 $186,761,707 +$63,828,693 $47.31 51
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