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iShares JPMorgan EM High Yield Bond ETF
EMHY

111 hedge funds and large institutions have $316M invested in iShares JPMorgan EM High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

16% more funds holding

Funds holding: 96 → 111 (+15)

6% more capital invested

Capital invested by funds: $299M → $316M (+$17.3M)

1.96% more ownership

Funds ownership: 65.24% → 67.2% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
46
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.28M
2
Betterment LLC
Betterment LLC
New York
+$5.51M
3
CM
Cercano Management
Washington
+$3.86M
4
LPL Financial
LPL Financial
California
+$3.2M
5
AssetMark Inc
AssetMark Inc
California
+$2.93M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$11.6M
2
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$1.05M
3
Truist Financial
Truist Financial
North Carolina
-$502K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$493K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$2.27M -$352K -9,114 -13%
AWM
27
Apollon Wealth Management
South Carolina
$2.25M -$54.7K -1,416 -2%
Truist Financial
28
Truist Financial
North Carolina
$2.21M -$502K -13,003 -18%
TI
29
Tidal Investments
Wisconsin
$2.07M -$10.4K -269 -0.5%
CFGS
30
Concourse Financial Group Securities
Alabama
$2.01M +$67.5K +1,750 +3%
FWA
31
FOCUS Wealth Advisors
Texas
$1.85M +$9.22K +239 +0.5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.74M +$146K +3,794 +9%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.74M +$554K +14,357 +46%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.46M +$127K +3,287 +9%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.42M +$203K +5,251 +16%
NP
36
Nilsine Partners
Colorado
$1.4M -$35.7K -926 -2%
TW
37
Transform Wealth
Colorado
$1.37M +$1.39M +36,042 New
GC
38
Guggenheim Capital
Illinois
$1.19M -$16.4K -424 -1%
BAM
39
Belpointe Asset Management
Nevada
$1.13M +$18.2K +472 +2%
AA
40
Advisory Alpha
Michigan
$936K -$156K -4,050 -14%
PDL
41
Portfolio Design Labs
California
$925K +$940K +24,350 New
OAS
42
Optivise Advisory Services
Tennessee
$804K +$817K +21,160 New
OCBCO
43
Oversea-Chinese Banking Corp (OCBC)
Singapore
$802K -$1.05M -27,147 -56%
PAS
44
Park Avenue Securities
New York
$744K +$388K +10,043 +105%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$730K +$283K +7,325 +62%
NWM
46
Napa Wealth Management
California
$699K -$126K -3,252 -15%
AWM
47
Ariadne Wealth Management
California
$575K – – –
AWS
48
Atria Wealth Solutions
New York
$568K – – –
BCI
49
Brinker Capital Investments
Pennsylvania
$436K +$444K +11,492 New
OPS
50
Orion Portfolio Solutions
Nebraska
$436K +$444K +11,492 New
1
2
3 4 5

EMHY Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q4 2024, worth a combined $316M — up 5.8% from $299M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EMHY positions and 5 closed out — a net gain of 18 holders — while 46 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.28M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.6M sold.

  • 111 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q4 2024, up from 96 in Q3 2024.
  • Funds reported $316M of iShares JPMorgan EM High Yield Bond ETF stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 23 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q4 2024 and 5 closed out, a net change of +18 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $8.28M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q4 2024 was Empowered Funds, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2024.