We are live on ! Find out more
EMHY icon

iShares JPMorgan EM High Yield Bond ETF

70 hedge funds and large institutions have $138M invested in iShares JPMorgan EM High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

21.98% more ownership

Funds ownership: 32.52%54.5% (+22%)

11% more funds holding

Funds holding: 6370 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less capital invested

Capital invested by funds: $164M → $138M (-$26.4M)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
18
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M -$6.55M -145,080 -27%
Bank of America
2
Bank of America
North Carolina
$11.4M -$1.61M -35,733 -12%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M -$2.1M -46,558 -15%
SIS
4
Sound Income Strategies
Florida
$9.85M +$510K +11,306 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.68M -$5.55M -123,019 -36%
MFM
6
MD Financial Management
Ontario, Canada
$9.25M -$425K -9,421 -4%
UBS Group
7
UBS Group
Switzerland
$7.5M -$337K -7,468 -4%
LPL Financial
8
LPL Financial
California
$6.4M -$436K -9,647 -6%
QI
9
QS Investors
New York
$5.88M -$728K -16,133 -11%
Morgan Stanley
10
Morgan Stanley
New York
$3.55M -$3.02M -66,983 -46%
Ameriprise
11
Ameriprise
Minnesota
$3.3M +$414K +9,168 +14%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.24M -$155K -3,441 -5%
Citadel Advisors
13
Citadel Advisors
Florida
$3.11M +$3.17M +70,101 New
CFGS
14
Concourse Financial Group Securities
Alabama
$2.87M +$2.4M +53,240 +462%
AG
15
Advisor Group
Arizona
$2.74M -$866K -19,187 -24%
Stifel Financial
16
Stifel Financial
Missouri
$2.62M +$216K +4,783 +9%
Betterment LLC
17
Betterment LLC
New York
$2.58M -$376K -8,331 -13%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.55M +$2.01M +44,452 +340%
UCFA
19
United Capital Financial Advisors
Texas
$2.51M +$860K +19,043 +51%
FTUS
20
Flow Traders U.S.
New York
$2.48M -$338K -7,491 -12%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.68M +$47.8K +1,059 +3%
Jane Street
22
Jane Street
New York
$1.64M -$8.75M -193,894 -84%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.64M +$466K +10,324 +39%
OFG
24
OmniStar Financial Group
North Carolina
$1.38M +$27.5K +608 +2%
BCM
25
Bluefin Capital Management
New York
$1.03M +$194K +4,297 +23%

EMHY Hedge Fund Activity: Q4 2018 in Review

70 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q4 2018, worth a combined $138M — down 16% from $164M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMHY positions and 7 closed out — a net gain of 8 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.17M. The largest seller was Jane Street, cutting an estimated $8.75M.

  • 70 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q4 2018, up from 63 in Q3 2018.
  • Funds reported $138M of iShares JPMorgan EM High Yield Bond ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 15 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q4 2018 and 7 closed out, a net change of +8 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q4 2018 was Citadel Advisors, an estimated $3.17M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q4 2018 was Jane Street, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2018.