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iShares JPMorgan EM High Yield Bond ETF
EMHY

79 hedge funds and large institutions have $200M invested in iShares JPMorgan EM High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

3% more funds holding

Funds holding: 77 → 79 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $205M → $200M (-$4.1M)

4.19% less ownership

Funds ownership: 65.55% → 61.35% (-4.2%)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
30
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$2.41M
2
UBS Group
UBS Group
Switzerland
+$1.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.8M
4
SIS
Sound Income Strategies
Florida
+$1.18M
5
CAN
Cetera Advisor Networks
California
+$837K

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$8.32M
2
TSA
Tri-Star Advisors
Texas
-$5.81M
3
PI
PFS Investments
Georgia
-$2.93M
4
Morgan Stanley
Morgan Stanley
New York
-$2.23M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
51
Avidian Wealth Enterprises
Texas
$275K +$266K +5,942 New
SW
52
SteelPeak Wealth
California
$264K -$212K -4,736 -45%
PFBT
53
Parkside Financial Bank & Trust
Missouri
$231K – – –
AFAS
54
Acorn Financial Advisory Services
Virginia
$216K -$24.3K -541 -10%
HTC
55
Haverford Trust Company
Pennsylvania
$208K +$201K +4,488 New
GRP
56
Global Retirement Partners
California
$190K – – –
GWM
57
Geneos Wealth Management
Colorado
$187K -$64.6K -1,441 -25%
CWM
58
Cedar Wealth Management
California
$166K – – –
IA
59
IFP Advisors
Florida
$111K +$16K +357 +17%
NFG
60
Next Financial Group
Texas
$94K – – –
US Bancorp
61
US Bancorp
Minnesota
$86K -$47.9K -1,068 -37%
IRC
62
Investors Research Corp
Georgia
$74K +$1.75K +39 +3%
Citigroup
63
Citigroup
New York
$46K -$44.8K -1,000 -50%
Bank Julius Baer & Co
64
Bank Julius Baer & Co
Switzerland
$45K -$90 -2 -0.2%
RG
65
Retirement Group
California
$32K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$32K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$24K – – –
ADIM
68
Alpha DNA Investment Management
Maryland
$23K +$22.4K +500 New
SIAG
69
Safeguard Investment Advisory Group
California
$17K +$17.3K +385 New
PGAM
70
Princeton Global Asset Management
New Jersey
$12K – – –
TAM
71
Tucker Asset Management
Colorado
$7K +$6.77K +151 New
AA
72
AlphaMark Advisors
Kentucky
$5K – – –
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$5K – – –
TFGT
74
TS Financial Group (TSFG)
Illinois
$5K – – –
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$4K +$4.21K +94 New
1 2
3
4

EMHY Hedge Fund Activity: Q4 2020 in Review

79 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q4 2020, worth a combined $200M — down 2% from $205M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMHY positions and 6 closed out — a net gain of 4 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was MML Investors Services, adding an estimated $2.41M. The largest seller was QS Investors, cutting an estimated $8.32M.

  • 79 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q4 2020, up from 77 in Q3 2020.
  • Funds reported $200M of iShares JPMorgan EM High Yield Bond ETF stock for Q4 2020, down 2% quarter-over-quarter.
  • 10 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q4 2020 was MML Investors Services, an estimated $2.41M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q4 2020 was QS Investors, an estimated $8.32M sold.

Based on aggregated 13F filings for Q4 2020.