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iShares JPMorgan EM High Yield Bond ETF

109 hedge funds and large institutions have $307M invested in iShares JPMorgan EM High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.55% less ownership

Funds ownership: 67.2%66.66% (-0.55%)

3% less capital invested

Capital invested by funds: $316M → $307M (-$9.93M)

2% less funds holding

Funds holding: 111109 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
37
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
101
Iron Horse Wealth Management
Iowa
$2.68K
CIAS
102
Capital Investment Advisory Services
North Carolina
$2.29K +$2.31K +60 New
TFGT
103
TS Financial Group (TSFG)
Illinois
$2K +$38 +1 +2%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$1.71K +$500 +13 +41%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$1.41K +$346 +9 +32%
SWA
106
SOA Wealth Advisors
New York
$879
MCM
107
MAI Capital Management
Ohio
$306
KGP
108
Keystone Global Partners
Colorado
$38 +$38 +1 New
TRCT
109
Tower Research Capital (TRC)
New York
$38 +$38 +1 New
SFA
110
Semmax Financial Advisors
North Carolina
$21
HWM
111
Horizon Wealth Management
Illinois
-$21.1M -556,357 Closed
CM
112
Cercano Management
Washington
-$19.8M -521,404 Closed
CFGS
113
Concourse Financial Group Securities
Alabama
-$2.01M -52,124 Closed
TW
114
Transform Wealth
Colorado
-$1.37M -36,042 Closed
P
115
&Partners
Tennessee
-$326K -8,489 Closed
PIS
116
POM Investment Strategies
North Carolina
-$172K -4,521 Closed
SS
117
Sunbelt Securities
Texas
-$91.6K -2,408 Closed
PTC
118
Private Trust Company
Ohio
-$76.3K -2,009 Closed
VHAM
119
Van Hulzen Asset Management
California
-$17.7K -465 Closed
CA
120
Continuum Advisory
Idaho
-$15.3K -404 Closed
PA
121
Parallel Advisors
California
-$6.87K -181 Closed
CAS
122
Coppell Advisory Solutions
Texas
-$4.95K -130 Closed
JP Morgan Chase
123
JP Morgan Chase
New York
-$2.17K -57 Closed
ACA
124
Aptus Capital Advisors
Alabama
-$368 -10 Closed
EWA
125
EverSource Wealth Advisors
Alabama
-$38 -1 Closed

EMHY Hedge Fund Activity: Q1 2025 in Review

109 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q1 2025, worth a combined $307M — down 3.1% from $316M a quarter earlier.

Fund positioning in EMHY was balanced in Q1 2025: 15 funds opened new positions, 15 closed out, 37 added to existing stakes and 36 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $11.6M. The largest seller was Horizon Wealth Management, exiting entirely with an estimated $21.1M sold.

  • 109 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q1 2025, down from 111 in Q4 2024.
  • Funds reported $307M of iShares JPMorgan EM High Yield Bond ETF stock for Q1 2025, down 3.1% quarter-over-quarter.
  • 15 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q1 2025 and 15 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q1 2025 was Summit Financial, an estimated $11.6M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q1 2025 was Horizon Wealth Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2025.