We are live on ! Find out more
EMHY icon

iShares JPMorgan EM High Yield Bond ETF

79 hedge funds and large institutions have $200M invested in iShares JPMorgan EM High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

3% more funds holding

Funds holding: 7779 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $205M → $200M (-$4.1M)

4.19% less ownership

Funds ownership: 65.55%61.35% (-4.2%)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
30
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.8M +$1.8M +40,098 +5%
SIS
2
Sound Income Strategies
Florida
$28.1M +$1.18M +26,234 +5%
LPL Financial
3
LPL Financial
California
$20.3M +$231K +5,149 +1%
UBS Group
4
UBS Group
Switzerland
$17.1M +$1.9M +42,358 +13%
MFM
5
MD Financial Management
Ontario, Canada
$10.7M +$252K +5,618 +3%
Bank of America
6
Bank of America
North Carolina
$9.59M -$700K -15,620 -7%
QI
7
QS Investors
New York
$6.4M -$8.32M -185,550 -57%
SFA
8
Semmax Financial Advisors
North Carolina
$5.98M +$475K +10,604 +9%
Morgan Stanley
9
Morgan Stanley
New York
$5.95M -$2.23M -49,766 -28%
MML Investors Services
10
MML Investors Services
Massachusetts
$4.92M +$2.41M +53,846 +103%
Ameriprise
11
Ameriprise
Minnesota
$4.09M +$74.8K +1,669 +2%
MLM
12
Mount Lucas Management
Pennsylvania
$4.05M +$357K +7,969 +10%
Wells Fargo
13
Wells Fargo
California
$4.05M +$457K +10,201 +13%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$3.4M -$605K -13,500 -16%
CFGS
15
Concourse Financial Group Securities
Alabama
$3.38M +$24K +536 +0.7%
Betterment LLC
16
Betterment LLC
New York
$2.89M -$337K -7,510 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.84M -$117K -2,605 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.54M +$25K +558 +1%
PI
19
PFS Investments
Georgia
$2.4M -$2.93M -65,421 -56%
SCA
20
Snowden Capital Advisors
New York
$2.36M -$521K -11,620 -19%
FTUS
21
Flow Traders U.S.
New York
$2.17M +$121K +2,697 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.6M -$89.4K -1,994 -5%
CM
23
Columbus Macro
Pennsylvania
$1.2M -$8.29K -185 -0.7%
PAS
24
Park Avenue Securities
New York
$1.14M -$75K -1,672 -6%
SFS
25
Sowell Financial Services
Arkansas
$1.12M +$4.04K +90 +0.4%

EMHY Hedge Fund Activity: Q4 2020 in Review

79 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q4 2020, worth a combined $200M — down 2% from $205M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMHY positions and 6 closed out — a net gain of 4 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was MML Investors Services, adding an estimated $2.41M. The largest seller was QS Investors, cutting an estimated $8.32M.

  • 79 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q4 2020, up from 77 in Q3 2020.
  • Funds reported $200M of iShares JPMorgan EM High Yield Bond ETF stock for Q4 2020, down 2% quarter-over-quarter.
  • 10 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q4 2020 was MML Investors Services, an estimated $2.41M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q4 2020 was QS Investors, an estimated $8.32M sold.

Based on aggregated 13F filings for Q4 2020.