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iShares JPMorgan EM High Yield Bond ETF

82 hedge funds and large institutions have $228M invested in iShares JPMorgan EM High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

14% more capital invested

Capital invested by funds: $200M → $228M (+$27.6M)

4% more funds holding

Funds holding: 7982 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.67% less ownership

Funds ownership: 61.35%58.68% (-2.7%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
29
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.9M -$472K -10,406 -1%
SIS
2
Sound Income Strategies
Florida
$29.1M +$2.1M +46,191 +8%
UBS Group
3
UBS Group
Switzerland
$28.6M +$12.4M +273,556 +74%
LPL Financial
4
LPL Financial
California
$21.2M +$1.72M +37,962 +9%
Morgan Stanley
5
Morgan Stanley
New York
$12.5M +$6.96M +153,229 +119%
Bank of America
6
Bank of America
North Carolina
$11.1M +$1.96M +43,219 +21%
MFM
7
MD Financial Management
Ontario, Canada
$8.95M -$1.81M -39,822 -17%
AA
8
Advisory Alpha
Michigan
$6.79M +$6.93M +152,769 New
SFA
9
Semmax Financial Advisors
North Carolina
$6.53M +$807K +17,772 +14%
PP
10
Prudential plc
United Kingdom
$5.78M +$5.9M +130,000 New
QI
11
QS Investors
New York
$5.76M -$386K -8,499 -6%
Wells Fargo
12
Wells Fargo
California
$4.37M +$503K +11,083 +13%
Ameriprise
13
Ameriprise
Minnesota
$4.19M +$277K +6,107 +7%
MLM
14
Mount Lucas Management
Pennsylvania
$4.08M +$198K +4,361 +5%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.62M -$1.12M -24,678 -23%
CFGS
16
Concourse Financial Group Securities
Alabama
$3.29M +$48.3K +1,064 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.19M +$469K +10,338 +17%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.17M -$97K -2,136 -3%
Betterment LLC
19
Betterment LLC
New York
$2.94M +$172K +3,786 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.28M -$167K -3,672 -7%
PI
21
PFS Investments
Georgia
$2.24M -$80.6K -1,776 -3%
SCA
22
Snowden Capital Advisors
New York
$2.03M -$241K -5,300 -10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.02M +$1.17M +25,716 +131%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.51M -$26K -573 -2%
CM
25
Columbus Macro
Pennsylvania
$1.22M +$72.6K +1,600 +6%

EMHY Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q1 2021, worth a combined $228M — up 14% from $200M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMHY positions and 8 closed out — a net gain of 3 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $12.4M. The largest seller was MD Financial Management, cutting an estimated $1.81M.

  • 82 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q1 2021, up from 79 in Q4 2020.
  • Funds reported $228M of iShares JPMorgan EM High Yield Bond ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 11 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q1 2021 and 8 closed out, a net change of +3 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q1 2021 was UBS Group, an estimated $12.4M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q1 2021 was MD Financial Management, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2021.