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iShares JPMorgan EM High Yield Bond ETF

80 hedge funds and large institutions have $199M invested in iShares JPMorgan EM High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

11% more capital invested

Capital invested by funds: $180M → $199M (+$19.2M)

8% more funds holding

Funds holding: 7480 (+6)

1.23% more ownership

Funds ownership: 53.87%55.1% (+1.2%)

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
37
Reduced
15
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
$26.8M +$2.54M +54,472 +11%
SIS
2
Sound Income Strategies
Florida
$22.6M +$1.76M +37,716 +9%
QI
3
QS Investors
New York
$19.8M -$619K -13,281 -3%
Bank of America
4
Bank of America
North Carolina
$15.5M +$1.13M +24,197 +8%
LPL Financial
5
LPL Financial
California
$8.62M +$709K +15,192 +9%
UBS Group
6
UBS Group
Switzerland
$8.18M +$702K +15,042 +10%
AWM
7
AE Wealth Management
Kansas
$7.45M +$169K +3,630 +2%
MFM
8
MD Financial Management
Ontario, Canada
$7.07M -$805K -17,258 -10%
PI
9
PFS Investments
Georgia
$5.42M +$1.29M +27,582 +32%
MLM
10
Mount Lucas Management
Pennsylvania
$5.04M +$6.67K +143 +0.1%
SFA
11
Semmax Financial Advisors
North Carolina
$4.12M +$4.06M +87,111 New
MML Investors Services
12
MML Investors Services
Massachusetts
$4M +$69.3K +1,486 +2%
Betterment LLC
13
Betterment LLC
New York
$3.61M +$567K +12,148 +19%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$3.57M +$3.52M +75,389 New
Ameriprise
15
Ameriprise
Minnesota
$3.5M -$281K -6,025 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.44M +$182K +3,897 +6%
Morgan Stanley
17
Morgan Stanley
New York
$3.08M -$433K -9,281 -12%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.98M +$53.1K +1,139 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.98M +$735K +15,753 +33%
CFGS
20
Concourse Financial Group Securities
Alabama
$2.83M +$2.25M +48,333 +424%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.78M -$8.59M -184,213 -76%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$2.73M -$225K -4,818 -8%
Wells Fargo
23
Wells Fargo
California
$2.55M +$2.33M +49,865 +1,244%
Citadel Advisors
24
Citadel Advisors
Florida
$2.29M +$2.26M +48,495 New
SCA
25
Snowden Capital Advisors
New York
$1.9M +$739K +15,840 +65%