iShares JPMorgan EM High Yield Bond ETF
EMHY
82 hedge funds and large institutions have $205M invested in iShares JPMorgan EM High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
8% more funds holding
Funds holding: 76 → 82 (+6)
4.44% more ownership
Funds ownership: 31.75% → 36.2% (+4.4%)
1% less capital invested
Capital invested by funds: $207M → $205M (-$1.81M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.12M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$4.35M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.34M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.6M |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.18M |
| 2 |
Morgan Stanley
New York
|
-$5.85M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.51M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$3.16M |
| 5 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
SEI Investments
Oaks,
Pennsylvania
| $4K | +$4.2K | +85 | New |
|
|
YWP
77
YorkBridge Wealth Partners
New York
| $2K | – | – | – |
|
|
FGC
78
Financial Gravity Companies
Lakeway,
Texas
| $1K | – | – | – |
|
|
MWM
79
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1K | – | – | – |
|
|
WP
80
WealthShield Partners
Cary,
North Carolina
| $1K | +$1.09K | +22 | New |
|
|
FGAM
81
Financial Gravity Asset Management
Lakeway,
Texas
| $1K | +$1.33K | +27 | New |
|
|
MLM
82
Mount Lucas Management
Newtown,
Pennsylvania
| – | -$3.16M | -63,264 | Closed |
|
|
FAM
83
Formidable Asset Management
Cincinnati,
Ohio
| – | -$1.97M | -39,398 | Closed |
|
|
IH
84
IFC Holdings
Tampa,
Florida
| – | -$1.07M | -21,470 | Closed |
|
|
SI
85
SII Investments
Appleton,
Wisconsin
| – | -$375K | -7,456 | Closed |
|
86
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$305K | -6,100 | Closed |
|
|
NPC
87
National Planning Corporation
El Segundo,
California
| – | -$29.2K | -584 | Closed |
|
|
GI
88
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -46 | Closed |
|
EMHY Hedge Fund Activity: Q1 2018 in Review
82 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q1 2018, worth a combined $205M — down 0.87% from $207M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EMHY positions and 8 closed out — a net gain of 6 holders — while 31 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $7.12M. The largest seller was BlackRock, cutting an estimated $7.18M.
- 82 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q1 2018, up from 76 in Q4 2017.
- Funds reported $205M of iShares JPMorgan EM High Yield Bond ETF stock for Q1 2018, down 0.87% quarter-over-quarter.
- 14 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q1 2018 and 8 closed out, a net change of +6 holders.
- The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q1 2018 was Jane Street, an estimated $7.12M added.
- The largest iShares JPMorgan EM High Yield Bond ETF seller in Q1 2018 was BlackRock, an estimated $7.18M sold.
Based on aggregated 13F filings for Q1 2018.