iShares JPMorgan EM High Yield Bond ETF
EMHY
81 hedge funds and large institutions have $282M invested in iShares JPMorgan EM High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
5% more capital invested
Capital invested by funds: $268M → $282M (+$13.5M)
0% more funds holding
Funds holding: 81 → 81 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1.3% less ownership
Funds ownership: 60.01% → 58.71% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.78M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.64M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$8.25M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.01M |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$6.27M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$5.68M |
| 3 |
Jane Street
New York
|
-$2.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.16M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
76
Tucker Asset Management
Littleton,
Colorado
| $6.6K | – | – | – |
|
|
PGAM
77
Princeton Global Asset Management
Princeton,
New Jersey
| $6K | -$5.66K | -125 | -50% |
|
|
APC
78
Aspire Private Capital
Cornelius,
North Carolina
| $6K | +$3.17K | +70 | +100% |
|
|
PK
79
Pflug Koory
Omaha,
Nebraska
| $5K | – | – | – |
|
|
TFGT
80
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $5K | – | – | – |
|
|
AA
81
AlphaMark Advisors
Ft. Wright,
Kentucky
| $4K | – | – | – |
|
|
TSW
82
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$1.96M | -42,892 | Closed |
|
|
PI
83
PFS Investments
Duluth,
Georgia
| – | -$537K | -11,811 | Closed |
|
84
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$209K | -4,575 | Closed |
|
|
HTC
85
Haverford Trust Company
Radnor,
Pennsylvania
| – | -$205K | -4,488 | Closed |
|
86
Citigroup
New York
| – | -$46K | -1,000 | Closed |
|
|
APA
87
American Portfolios Advisors
Holbrook,
New York
| – | -$19.7K | -431 | Closed |
|
|
CHC
88
City Holding Co
Charleston,
West Virginia
| – | -$3K | -57 | Closed |
|
89
Fidelity Investments
Boston,
Massachusetts
| – | +$91 | +2 | New |
|
EMHY Hedge Fund Activity: Q3 2021 in Review
81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q3 2021, worth a combined $282M — up 5% from $268M a quarter earlier.
Fund positioning in EMHY was balanced in Q3 2021: 7 funds opened new positions, 7 closed out, 36 added to existing stakes and 24 trimmed.
The largest buyer was UBS Group, adding an estimated $9.78M. The largest seller was Advisory Alpha, cutting an estimated $6.27M.
- 81 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $282M of iShares JPMorgan EM High Yield Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
- 7 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q3 2021 and 7 closed out, a net change of 0 holders.
- The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q3 2021 was UBS Group, an estimated $9.78M added.
- The largest iShares JPMorgan EM High Yield Bond ETF seller in Q3 2021 was Advisory Alpha, an estimated $6.27M sold.
Based on aggregated 13F filings for Q3 2021.