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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.41M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.8M |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$1.18M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$8.32M |
| 2 |
TSA
Tri-Star Advisors
Houston,
Texas
|
-$5.81M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$2.93M |
| 4 |
Morgan Stanley
New York
|
-$2.23M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWMIA
76
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $3K | – | – | – |
|
|
CHC
77
City Holding Co
Charleston,
West Virginia
| $3K | +$2.56K | +57 | New |
|
78
AssetMark Inc
Concord,
California
| $2K | – | – | – |
|
|
APC
79
Aspire Private Capital
Cornelius,
North Carolina
| $1K | +$314 | +7 | +58% |
|
|
TSA
80
Tri-Star Advisors
Houston,
Texas
| – | -$5.81M | -132,544 | Closed |
|
|
81
Allianz Asset Management
Munich,
Germany
| – | -$1.14M | -26,000 | Closed |
|
82
JP Morgan Chase
New York
| – | -$950K | -21,932 | Closed |
|
83
BlackRock
New York
| – | -$732K | -16,775 | Closed |
|
|
FFA
84
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$50K | -1,150 | Closed |
|
|
AAM
85
Advisors Asset Management
Monument,
Colorado
| – | -$46K | -1,043 | Closed |
|
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.