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iShares JPMorgan EM High Yield Bond ETF
EMHY

54 hedge funds and large institutions have $132M invested in iShares JPMorgan EM High Yield Bond ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

182% more capital invested

Capital invested by funds: $46.8M → $132M (+$85.1M)

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

35% more funds holding

Funds holding: 40 → 54 (+14)

7.55% more ownership

Funds ownership: 49.25% → 56.8% (+7.5%)

Holders
54
Holders Change
+14
Holders Change %
+35%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$18.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.8M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$7.79M
4
Jane Street
Jane Street
New York
+$7.73M
5
BCM
Brookstone Capital Management
Illinois
+$7.72M

Top Sellers

Rank Fund Capital Flow
1
LFG
LifePlan Financial Group
Ohio
-$1.01M
2
FTUS
Flow Traders U.S.
New York
-$788K
3
GC
Guggenheim Capital
Illinois
-$661K
4
RJA
Raymond James & Associates
Florida
-$608K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$663K -$114K -2,290 -15%
AAM
27
Aberdeen Asset Management
United Kingdom
$650K +$646K +13,016 New
Ameriprise
28
Ameriprise
Minnesota
$536K +$305K +6,142 +133%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$535K +$532K +10,727 New
PFBT
30
Parkside Financial Bank & Trust
Missouri
$531K – – –
RFC
31
Regions Financial Corp
Alabama
$499K – – –
GC
32
Guggenheim Capital
Illinois
$496K -$661K -13,313 -57%
Stifel Financial
33
Stifel Financial
Missouri
$486K -$59.6K -1,200 -11%
AI
34
Atria Investments
North Carolina
$473K +$470K +9,473 New
MLM
35
Mount Lucas Management
Pennsylvania
$446K -$16.1K -325 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$437K +$435K +8,762 New
IH
37
IFC Holdings
Florida
$350K +$348K +7,009 New
HFS
38
HL Financial Services
Kentucky
$325K +$48K +968 +17%
HTC
39
Haverford Trust Company
Pennsylvania
$283K – – –
LFG
40
LifePlan Financial Group
Ohio
$275K -$1.01M -20,308 -79%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$250K – – –
QFA
42
Quattro Financial Advisors
Texas
$101K +$101K +2,030 New
Citigroup
43
Citigroup
New York
$100K -$74.5K -1,500 -43%
GRP
44
Global Retirement Partners
California
$75K +$70.2K +1,414 +1,704%
GWM
45
Geneos Wealth Management
Colorado
$52K +$52.6K +1,060 New
BlackRock
46
BlackRock
New York
$37K +$37.1K +747 New
US Bancorp
47
US Bancorp
Minnesota
$25K -$12.4K -250 -33%
TFA
48
Transamerica Financial Advisors
Florida
$19K +$14.7K +297 +367%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$17K – – –
IA
50
IFP Advisors
Florida
$16K -$30.1K -606 -66%
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EMHY Hedge Fund Activity: Q1 2017 in Review

54 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q1 2017, worth a combined $132M — up 182% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EMHY positions and 2 closed out — a net gain of 15 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was WBI Investments, adding an estimated $18.5M. The largest seller was LifePlan Financial Group, cutting an estimated $1.01M.

  • 54 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q1 2017, up from 40 in Q4 2016.
  • Funds reported $132M of iShares JPMorgan EM High Yield Bond ETF stock for Q1 2017, up 182% quarter-over-quarter.
  • 17 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q1 2017 and 2 closed out, a net change of +15 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q1 2017 was WBI Investments, an estimated $18.5M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q1 2017 was LifePlan Financial Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2017.