iShares JPMorgan EM High Yield Bond ETF
EMHY
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.
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: 78 → 77 (-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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$3.51M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.01M |
| 3 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$2.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.3M |
| 5 |
Morgan Stanley
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$7.53M |
| 2 |
Jane Street
New York
|
-$3.28M |
| 3 |
TSA
Tri-Star Advisors
Houston,
Texas
|
-$2.96M |
| 4 |
QI
QS Investors
New York
|
-$1.18M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
AlphaMark Advisors
Ft. Wright,
Kentucky
| $4K | – | – | – |
|
|
GWMIA
77
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $3K | – | – | – |
|
78
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
APC
79
Aspire Private Capital
Cornelius,
North Carolina
| $1K | +$529 | +12 | New |
|
|
80
Jane Street
New York
| – | -$3.28M | -76,327 | Closed |
|
81
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$425K | -9,892 | Closed |
|
|
PAG
82
Private Advisor Group
Morristown,
New Jersey
| – | -$167K | -3,886 | Closed |
|
|
PIMG
83
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$98.5K | -2,290 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$41K | -952 | Closed |
|
|
RCA
85
Ranch Capital Advisors
Sarasota,
Florida
| – | -$2K | -50 | Closed |
|
|
OPS
86
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2K | -42 | Closed |
|
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.