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iShares JPMorgan EM High Yield Bond ETF
EMHY

81 hedge funds and large institutions have $282M invested in iShares JPMorgan EM High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

5% more capital invested

Capital invested by funds: $268M → $282M (+$13.5M)

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.3% less ownership

Funds ownership: 60.01% → 58.71% (-1.3%)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
36
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.78M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.64M
3
MIM
Morningstar Investment Management
Illinois
+$8.25M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.01M
5
SIS
Sound Income Strategies
Florida
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
AA
Advisory Alpha
Michigan
-$6.27M
2
FTUS
Flow Traders U.S.
New York
-$5.68M
3
Jane Street
Jane Street
New York
-$2.8M
4
Bank of America
Bank of America
North Carolina
-$2.16M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.57M +$55.7K +1,230 +4%
PAS
27
Park Avenue Securities
New York
$1.45M +$293K +6,468 +25%
GC
28
Guggenheim Capital
Illinois
$1.43M +$677K +14,942 +86%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.34M +$344K +7,589 +34%
SFS
30
Sowell Financial Services
Arkansas
$1.12M +$2.54K +56 +0.2%
Prudential Financial
31
Prudential Financial
New Jersey
$859K +$594K +13,108 +216%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$834K +$70.8K +1,563 +9%
1WM
33
1900 Wealth Management
Texas
$826K +$843K +18,618 New
OIA
34
OneDigital Investment Advisors
Kansas
$818K -$320K -7,061 -28%
HFS
35
Horizon Financial Services
North Carolina
$782K -$1.93M -42,648 -71%
SAM
36
Securian Asset Management
Minnesota
$665K – – –
Truist Financial
37
Truist Financial
North Carolina
$594K +$169K +3,736 +39%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$591K +$43.1K +951 +8%
Stifel Financial
39
Stifel Financial
Missouri
$565K +$2.04K +45 +0.4%
HWM
40
Howard Wealth Management
Connecticut
$561K -$7.93K -175 -1%
AWM
41
AE Wealth Management
Kansas
$527K -$77K -1,699 -13%
RJA
42
Raymond James & Associates
Florida
$500K -$2.63K -58 -0.5%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$488K – – –
SW
44
SteelPeak Wealth
California
$470K +$131K +2,886 +37%
MA
45
Mutual Advisors
Nebraska
$434K -$27.7K -612 -6%
NFG
46
Nations Financial Group
Iowa
$432K -$12.4K -273 -3%
CA
47
Cetera Advisors
Colorado
$424K +$119K +2,625 +38%
AA
48
AlphaCentric Advisors
Puerto Rico
$386K +$10.2K +226 +3%
LWP
49
Lumature Wealth Partners
Georgia
$355K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$340K -$68.6K -1,514 -16%
1
2
3 4

EMHY Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q3 2021, worth a combined $282M — up 5% from $268M a quarter earlier.

Fund positioning in EMHY was balanced in Q3 2021: 7 funds opened new positions, 7 closed out, 36 added to existing stakes and 24 trimmed.

The largest buyer was UBS Group, adding an estimated $9.78M. The largest seller was Advisory Alpha, cutting an estimated $6.27M.

  • 81 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $282M of iShares JPMorgan EM High Yield Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 7 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q3 2021 and 7 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q3 2021 was UBS Group, an estimated $9.78M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q3 2021 was Advisory Alpha, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2021.