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iShares JPMorgan EM High Yield Bond ETF

75 hedge funds and large institutions have $229M invested in iShares JPMorgan EM High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

15% more capital invested

Capital invested by funds: $199M → $229M (+$29.5M)

12.17% more ownership

Funds ownership: 55.1%67.27% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

6% less funds holding

Funds holding: 8075 (-5)

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
36
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
51
Cedar Brook Financial Partners
Ohio
$245K +$289K +6,448 New
FAAS
52
First Allied Advisory Services
California
$227K +$268K +5,970 New
HWM
53
Howard Wealth Management
Connecticut
$225K +$108K +2,413 +69%
GWM
54
Geneos Wealth Management
Colorado
$220K +$37.1K +828 +17%
NA
55
NewEdge Advisors
Louisiana
$200K +$236K +5,266 New
PFBT
56
Parkside Financial Bank & Trust
Missouri
$190K
CWM
57
Cedar Wealth Management
California
$185K +$214K +4,763 +5,234%
GRP
58
Global Retirement Partners
California
$106K +$9.91K +221 +9%
AAM
59
Advisors Asset Management
Colorado
$99K -$55.8K -1,245 -32%
NFG
60
Next Financial Group
Texas
$77K -$7.36K -164 -7%
Citigroup
61
Citigroup
New York
$76K -$1.66K -37 -2%
IA
62
IFP Advisors
Florida
$74K -$4.49K -100 -5%
VCS
63
Vaughan & Co Securities
New Jersey
$71K
OFG
64
OmniStar Financial Group
North Carolina
$34K -$1.01M -22,597 -96%
LFG
65
LifePlan Financial Group
Ohio
$33K
VCP
66
Verus Capital Partners
Arizona
$27K -$11K -245 -26%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$25K -$14.7K -327 -33%
SPIA
68
Steward Partners Investment Advisory
New York
$22K -$66K -1,471 -71%
OPS
69
Orion Portfolio Solutions
Nebraska
$14K +$16.3K +364 New
GSWM
70
Golden State Wealth Management
California
$13K +$15K +335 New
IRC
71
Investors Research Corp
Georgia
$8K +$3.45K +77 +60%
AA
72
AlphaMark Advisors
Kentucky
$4K
TFGT
73
TS Financial Group (TSFG)
Illinois
$4K
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$3K
LSA
75
Lion Street Advisors
Texas
$2K +$1.84K +41 New

EMHY Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q1 2020, worth a combined $229M — up 15% from $199M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EMHY and 14 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 36 added.

The largest buyer was Envestnet Asset Management, adding an estimated $26.6M. The largest seller was Mount Lucas Management, exiting entirely with an estimated $5.04M sold.

  • 75 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q1 2020, down from 80 in Q4 2019.
  • Funds reported $229M of iShares JPMorgan EM High Yield Bond ETF stock for Q1 2020, up 15% quarter-over-quarter.
  • 14 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q1 2020 and 15 closed out, a net change of -1 holder.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $26.6M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q1 2020 was Mount Lucas Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q1 2020.