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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$18.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$7.79M |
| 4 |
Jane Street
New York
|
+$7.73M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$1.01M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$788K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$661K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$608K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$361K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
51
Advisors Asset Management
Monument,
Colorado
| $4K | – | – | – |
|
|
MWM
52
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1K | – | – | – |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| – | -$210K | -4,291 | Closed |
|
|
SFS
54
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$120K | -2,407 | Closed |
|
55
Creative Planning
Overland Park,
Kansas
| – | +$298 | +6 | New |
|
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.