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Get Institutions for : 
Ishares Bb Rated Corporate Bond Etf (HYBB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    8
Total shares held : 
 4,742,498  
% of shares held : 
 52.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 401,617  
% of shares held change : 
   4.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 93,888
 1.98%
 
Increased Positions :
13
 748,025
 15.77%
 
Unchanged Positions :
8
 597,718
 12.6%
 
Decreased Positions :
7
-429,962
-9.07%
 
Closed Positions :
2
-10,334
-0.22%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   STIFEL FINANCIAL CORP 152 - 2024-03-31 2,763,897 $127,831,000 740,921
   BENJAMIN F. EDWARDS & COMPANY INC. 4 - 2024-03-31 1,813,837 $83,890,000 558,803
   CONFLUENCE INVESTMENT MANAGEMENT LLC 61 - 2024-03-31 806,665 $37,308,000 314,108
   Alaska Permanent Fund Corp 23 - 2024-03-31 550,000 $25,438,000 0
   Bank Julius Baer & Co. Ltd Zurich 168 - 2024-03-31 222,497 $10,290,000 -97,752
   BENJAMIN EDWARDS INC 8 - 2024-03-31 153,173 $7,084,000 25,726
   JANNEY MONTGOMERY SCOTT LLC 936 - 2024-03-31 68,496 $3,168,000 7,419
   JANE STREET GROUP LLC 1839 - 2024-03-31 60,745 $2,809,000 30,301
   Visionary Wealth Advisors 156 - 2024-03-31 49,671 $2,297,000 19,838
   ENVESTNET ASSET MANAGEMENT INC 2502 - 2024-03-31 47,164 $2,181,000 7,531
   ATRIA INVESTMENTS LLC 662 - 2023-12-31 36,712 $1,689,000 6,171
   SWMG LLC 28 - 2024-03-31 35,961 $1,663,000 15,461
   Municipal Employees Retirement System of Michigan 33 - 2024-03-31 30,699 $1,420,000 0
   COMERICA BANK 1509 - 2024-03-31 22,567 $1,044,000 9,775
   Columbus Macro LLC 102 - 2024-03-31 19,613 $907,000 516
   BANK OF AMERICA CORP /DE/ 4081 - 2024-03-31 19,370 $896,000 -4,019
   Mutual Advisors LLC 544 - 2024-03-31 17,410 $805,000 338
   Confluence Wealth Services Inc. 162 *New 2024-03-31 16,774 $776,000 16,774
   Cetera Investment Advisers 1008 - 2024-03-31 16,452 $761,000 -1,327
   Arrowroot Family Office LLC 63 - 2024-03-31 14,676 $679,000 1,465
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3157 *New 2024-03-31 13,372 $618,000 13,372
   NOTTINGHAM ADVISORS INC 81 - 2024-03-31 25,730 $609,000 1,310
   SHEETS SMITH & ASSOCIATES INC 222 - 2024-03-31 12,511 $579,000 -1,400
   ASSET MANAGEMENT INVESTORS LLC 90 - 2024-03-31 11,747 $543,000 374
   VICTORY CAPITAL MANAGEMENT INC 1976 - 2024-03-31 10,000 $463,000 0
   MULTIFINANCIAL SECURITIES CORP 1651 - 2024-03-31 9,940 $460,000 2,455
   TOCQUEVILLE ASSET MANAGEMENT LP 434 *New 2024-03-31 8,600 $398,000 8,600
   MARINER WEALTH ADVISORS, LLC 2276 *New 2024-03-31 7,917 $366,000 7,917
   Steele Capital Management Inc. 155 - 2024-03-31 5,000 $231,000 500
   FINANCIAL NETWORK 2481 *New 2024-03-31 4,975 $230,000 4,975
   PARTNERS CAPITAL INVESTMENT GROUP LLP 122 - 2024-03-31 4,551 $210,000 -4,551
   IFP Advisors Inc 986 *New 2023-12-31 3,800 $175,000 3,800
   Nelson Van Denburg & Campbell Wealth Management Gr 952 - 2024-03-31 2,200 $102,000 0
   HARBOUR INVESTMENTS INC. 1218 - 2023-12-31 1,765 $81,000 0
   WFA of San Diego LLC 231 - 2023-09-30 509 $22,000 168
   PRINCIPAL SECURITIES INC. 1936 - 2024-03-31 465 $22,000 0
   MORGAN STANLEY 6366 - 2024-03-31 289 $13,000 0
   Aspire Private Capital LLC 371 *New 2024-03-31 279 $13,000 279
   Advisor Group Holdings Inc. 5490 - 2024-03-31 275 $13,000 -2,065
   ROYAL BANK OF CANADA 6298 *Closed 2024-03-31 0 $0 -3,112
   OLD MISSION CAPITAL LLC 848 *Closed 2024-03-31 0 $0 -17,769
   US BANCORP 3843 *Closed 2024-03-31 0 $0 -1,463
   GOLDMAN SACHS GROUP INC/ 4725 *Closed 2024-03-31 0 $0 -10,043
   WELLS FARGO & CO/MN 6409 *Closed 2024-03-31 0 $0 -149
   Sunbelt Securities Inc. 1718 *New 2024-03-31 10 $0 10
   UBS Group AG 7958 *Closed 2024-03-31 0 $0 -429
   PROEQUITIES INC. 7046 - 2024-03-31 0 $0 0
   Calton & Associates Inc. 223 *Closed 2024-03-31 0 $0 -5,150
  48 Records found
  1    
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