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iShares JPMorgan EM High Yield Bond ETF
EMHY

78 hedge funds and large institutions have $202M invested in iShares JPMorgan EM High Yield Bond ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 75 → 78 (+3)

1.9% less ownership

Funds ownership: 67.27% → 65.36% (-1.9%)

12% less capital invested

Capital invested by funds: $229M → $202M (-$26.7M)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
15
Increased
21
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.93M
2
Jane Street
Jane Street
New York
+$3.1M
3
Wells Fargo
Wells Fargo
California
+$1.89M
4
FTUS
Flow Traders U.S.
New York
+$1.28M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.4M
2
BlackRock
BlackRock
New York
-$13.6M
3
BCM
Bluefin Capital Management
New York
-$9.99M
4
Bank of America
Bank of America
North Carolina
-$8.04M
5
AWM
AE Wealth Management
Kansas
-$7.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
51
Howard Wealth Management
Connecticut
$271K +$15.2K +375 +6%
CBFP
52
Cedar Brook Financial Partners
Ohio
$269K -$7.47K -184 -3%
GWM
53
Geneos Wealth Management
Colorado
$242K -$7.19K -177 -3%
AWM
54
AE Wealth Management
Kansas
$236K -$7.49M -184,469 -97%
AFAS
55
Acorn Financial Advisory Services
Virginia
$224K +$211K +5,208 New
PFBT
56
Parkside Financial Bank & Trust
Missouri
$215K – – –
Truist Financial
57
Truist Financial
North Carolina
$214K +$202K +4,981 New
US Bancorp
58
US Bancorp
Minnesota
$184K -$142K -3,508 -45%
GRP
59
Global Retirement Partners
California
$176K +$53.2K +1,311 +47%
CWM
60
Cedar Wealth Management
California
$175K -$31.8K -784 -16%
PAG
61
Private Advisor Group
New Jersey
$167K +$158K +3,886 New
PIMG
62
Patriot Investment Management Group
Tennessee
$98.5K +$93K +2,290 New
AAM
63
Advisors Asset Management
Colorado
$93K -$18.2K -448 -17%
Citigroup
64
Citigroup
New York
$86K – – –
IA
65
IFP Advisors
Florida
$82K – – –
IRC
66
Investors Research Corp
Georgia
$62K +$50K +1,232 +598%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$41K +$38.7K +952 New
LFG
68
LifePlan Financial Group
Ohio
$30K -$7.15K -176 -20%
SPIA
69
Steward Partners Investment Advisory
New York
$30K +$3.82K +94 +16%
RG
70
Retirement Group
California
$30K +$28.2K +695 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$28K – – –
Bank Julius Baer & Co
72
Bank Julius Baer & Co
Switzerland
$14K +$13.1K +323 New
PGAM
73
Princeton Global Asset Management
New Jersey
$10K +$10.2K +250 New
TFGT
74
TS Financial Group (TSFG)
Illinois
$5K – – –
AA
75
AlphaMark Advisors
Kentucky
$4K – – –
1 2
3
4

EMHY Hedge Fund Activity: Q2 2020 in Review

78 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q2 2020, worth a combined $202M — down 12% from $229M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMHY positions and 11 closed out — a net gain of 4 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $6.93M. The largest seller was Envestnet Asset Management, cutting an estimated $17.4M.

  • 78 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q2 2020, up from 75 in Q1 2020.
  • Funds reported $202M of iShares JPMorgan EM High Yield Bond ETF stock for Q2 2020, down 12% quarter-over-quarter.
  • 15 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q2 2020 was Qube Research & Technologies (QRT), an estimated $6.93M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2020.