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iShares JPMorgan EM High Yield Bond ETF

82 hedge funds and large institutions have $228M invested in iShares JPMorgan EM High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $200M → $228M (+$27.6M)

4% more funds holding

Funds holding: 7982 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.67% less ownership

Funds ownership: 61.35%58.68% (-2.7%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
29
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$1.14M +$47.1K +1,037 +4%
LSPW
27
Lake Street Private Wealth
Illinois
$1.09M +$1.11M +24,475 New
Prudential Financial
28
Prudential Financial
New Jersey
$1.01M +$61.9K +1,364 +6%
PAS
29
Park Avenue Securities
New York
$1M -$89.1K -1,962 -8%
OIA
30
OneDigital Investment Advisors
Kansas
$942K +$228K +5,028 +31%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$892K +$342K +7,533 +60%
FTUS
32
Flow Traders U.S.
New York
$781K -$1.33M -29,376 -63%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$720K -$255K -5,620 -26%
SAM
34
Securian Asset Management
Minnesota
$667K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$632K -$62.6K -1,379 -9%
Stifel Financial
36
Stifel Financial
Missouri
$542K +$89.7K +1,977 +19%
HWM
37
Howard Wealth Management
Connecticut
$540K +$44.3K +977 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$539K +$29.8K +657 +6%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$489K -$499K -11,000 Closed
MA
40
Mutual Advisors
Nebraska
$464K +$2.59K +57 +0.5%
RJA
41
Raymond James & Associates
Florida
$451K +$64.5K +1,421 +16%
RFC
42
Regions Financial Corp
Alabama
$445K
NFG
43
Nations Financial Group
Iowa
$438K -$50.1K -1,103 -10%
CA
44
Cetera Advisors
Colorado
$412K +$11.8K +261 +3%
AA
45
AlphaCentric Advisors
Puerto Rico
$351K +$38.9K +858 +12%
SW
46
SteelPeak Wealth
California
$343K +$91.5K +2,015 +35%
SG Americas Securities
47
SG Americas Securities
New York
$339K
GC
48
Guggenheim Capital
Illinois
$334K +$341K +7,520 New
Truist Financial
49
Truist Financial
North Carolina
$313K +$36.2K +798 +13%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$4.04K -89 -1%

EMHY Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q1 2021, worth a combined $228M — up 14% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMHY positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $12.4M. The largest seller was MD Financial Management, cutting an estimated $1.81M.

  • 82 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q1 2021, up from 79 in Q4 2020.
  • Funds reported $228M of iShares JPMorgan EM High Yield Bond ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 11 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q1 2021 and 8 closed out, a net change of +3 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q1 2021 was UBS Group, an estimated $12.4M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q1 2021 was MD Financial Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2021.