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iShares JPMorgan EM High Yield Bond ETF

63 hedge funds and large institutions have $191M invested in iShares JPMorgan EM High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

14% more capital invested

Capital invested by funds: $167M → $191M (+$23.7M)

5.78% more ownership

Funds ownership: 49.87%55.65% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6563 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$22.4M +$1.52M +32,697 +8%
QI
2
QS Investors
New York
$20.1M +$13.8M +296,985 +240%
SIS
3
Sound Income Strategies
Florida
$17.9M +$5.99M +128,636 +52%
Bank of America
4
Bank of America
North Carolina
$15.1M +$3.24M +69,623 +28%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.6M +$322K +6,926 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.2M -$4.74M -101,804 -28%
BlackRock
7
BlackRock
New York
$7.26M +$7.04M +151,317 +27,816%
MFM
8
MD Financial Management
Ontario, Canada
$7.06M -$2.68M -57,586 -28%
LPL Financial
9
LPL Financial
California
$6.65M +$13.9K +299 +0.2%
UBS Group
10
UBS Group
Switzerland
$6.11M -$4.34M -93,163 -42%
Morgan Stanley
11
Morgan Stanley
New York
$5.85M -$276K -5,929 -5%
MLM
12
Mount Lucas Management
Pennsylvania
$5.27M +$539K +11,580 +12%
AWM
13
AE Wealth Management
Kansas
$4.86M +$4.73M +101,631 New
PI
14
PFS Investments
Georgia
$3.68M +$2.76M +59,365 +338%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.67M -$197K -4,222 -5%
Ameriprise
16
Ameriprise
Minnesota
$3.57M +$444K +9,548 +15%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.27M +$71.6K +1,539 +2%
CFGS
18
Concourse Financial Group Securities
Alabama
$3.25M +$104K +2,229 +3%
Betterment LLC
19
Betterment LLC
New York
$3.07M +$261K +5,608 +10%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.9M +$1.71M +36,796 +154%
Stifel Financial
21
Stifel Financial
Missouri
$2.85M -$283K -6,069 -9%
UCFA
22
United Capital Financial Advisors
Texas
$2.65M +$7.4K +159 +0.3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.17M -$493K -10,585 -19%
RIM
24
Redwood Investment Management
Arizona
$2.13M +$1.36M +29,145 +189%
OFG
25
OmniStar Financial Group
North Carolina
$1.38M -$217K -4,659 -14%

EMHY Hedge Fund Activity: Q2 2019 in Review

63 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q2 2019, worth a combined $191M — up 14% from $167M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EMHY and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 25 added.

The largest buyer was QS Investors, adding an estimated $13.8M. The largest seller was Jane Street, exiting entirely with an estimated $7.52M sold.

  • 63 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q2 2019, down from 65 in Q1 2019.
  • Funds reported $191M of iShares JPMorgan EM High Yield Bond ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 8 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q2 2019 and 9 closed out, a net change of -1 holder.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q2 2019 was QS Investors, an estimated $13.8M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q2 2019 was Jane Street, an estimated $7.52M sold.

Based on aggregated 13F filings for Q2 2019.