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iShares JPMorgan EM High Yield Bond ETF

77 hedge funds and large institutions have $205M invested in iShares JPMorgan EM High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $202M → $205M (+$2.26M)

0.18% more ownership

Funds ownership: 65.36%65.55% (+0.18%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 7877 (-1)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
25
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$26K -589 -9%
AWM
52
AE Wealth Management
Kansas
$249K +$8.69K +197 +4%
GWM
53
Geneos Wealth Management
Colorado
$244K -$662 -15 -0.3%
RJA
54
Raymond James & Associates
Florida
$238K +$241K +5,451 New
AFAS
55
Acorn Financial Advisory Services
Virginia
$227K -$88 -2 -0%
Truist Financial
56
Truist Financial
North Carolina
$223K +$5.96K +135 +3%
Citadel Advisors
57
Citadel Advisors
Florida
$221K +$223K +5,064 New
PFBT
58
Parkside Financial Bank & Trust
Missouri
$218K
GRP
59
Global Retirement Partners
California
$179K
CWM
60
Cedar Wealth Management
California
$156K -$21.8K -495 -12%
US Bancorp
61
US Bancorp
Minnesota
$128K -$60.3K -1,366 -32%
IA
62
IFP Advisors
Florida
$91K +$6.18K +140 +7%
NFG
63
Next Financial Group
Texas
$89K +$89.5K +2,029 New
Citigroup
64
Citigroup
New York
$87K
IRC
65
Investors Research Corp
Georgia
$68K +$5.03K +114 +8%
FFA
66
Founders Financial Alliance
North Carolina
$50K +$50.7K +1,150 New
AAM
67
Advisors Asset Management
Colorado
$46K -$49.1K -1,113 -52%
Bank Julius Baer & Co
68
Bank Julius Baer & Co
Switzerland
$42K +$28.7K +650 +201%
LFG
69
LifePlan Financial Group
Ohio
$30K
RG
70
Retirement Group
California
$30K
SPIA
71
Steward Partners Investment Advisory
New York
$30K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$23K -$5.74K -130 -20%
PGAM
73
Princeton Global Asset Management
New Jersey
$11K
TFGT
74
TS Financial Group (TSFG)
Illinois
$5K
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$4K -$7.53M -170,582 -100%

EMHY Hedge Fund Activity: Q3 2020 in Review

77 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q3 2020, worth a combined $205M — up 1.1% from $202M a quarter earlier.

Fund positioning in EMHY was balanced in Q3 2020: 8 funds opened new positions, 8 closed out, 25 added to existing stakes and 28 trimmed.

The largest buyer was Mount Lucas Management, opening a new position worth an estimated $3.51M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $7.53M.

  • 77 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q3 2020, down from 78 in Q2 2020.
  • Funds reported $205M of iShares JPMorgan EM High Yield Bond ETF stock for Q3 2020, up 1.1% quarter-over-quarter.
  • 8 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q3 2020 and 8 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q3 2020 was Mount Lucas Management, an estimated $3.51M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $7.53M sold.

Based on aggregated 13F filings for Q3 2020.