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iShares JPMorgan EM High Yield Bond ETF

81 hedge funds and large institutions have $268M invested in iShares JPMorgan EM High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $228M → $268M (+$40.2M)

1.33% more ownership

Funds ownership: 58.68%60.01% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 8281 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
42
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M +$1.44M +31,704 +4%
SIS
2
Sound Income Strategies
Florida
$33M +$3.15M +69,361 +11%
UBS Group
3
UBS Group
Switzerland
$31.5M +$2.1M +46,276 +7%
LPL Financial
4
LPL Financial
California
$24.5M +$2.7M +59,475 +12%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$20.1M +$20M +440,000 New
Bank of America
6
Bank of America
North Carolina
$12.1M +$687K +15,123 +6%
AA
7
Advisory Alpha
Michigan
$10.2M +$3.19M +70,226 +46%
MFM
8
MD Financial Management
Ontario, Canada
$9.56M +$585K +12,877 +7%
Morgan Stanley
9
Morgan Stanley
New York
$7.49M -$5.35M -117,800 -42%
FTUS
10
Flow Traders U.S.
New York
$7.38M +$6.54M +143,917 +820%
SFA
11
Semmax Financial Advisors
North Carolina
$7.17M +$458K +10,089 +7%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.42M +$696K +15,328 +19%
Ameriprise
13
Ameriprise
Minnesota
$4.38M +$66.3K +1,459 +2%
MLM
14
Mount Lucas Management
Pennsylvania
$4.35M +$151K +3,317 +4%
Wells Fargo
15
Wells Fargo
California
$4.26M -$234K -5,161 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.77M +$496K +10,914 +15%
CFGS
17
Concourse Financial Group Securities
Alabama
$3.57M +$179K +3,935 +5%
Betterment LLC
18
Betterment LLC
New York
$3.52M +$497K +10,937 +17%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$3.25M -$3.04K -67 -0.1%
Jane Street
20
Jane Street
New York
$3.12M +$3.1M +68,222 New
SCA
21
Snowden Capital Advisors
New York
$2.79M +$693K +15,265 +33%
HFS
22
Horizon Financial Services
North Carolina
$2.76M +$2.74M +60,276 New
LSPW
23
Lake Street Private Wealth
Illinois
$2.21M +$1.1M +24,175 +99%
TSW
24
Thompson Siegel & Walmsley
Virginia
$1.96M +$1.95M +42,892 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.95M -$387K -8,528 -17%

EMHY Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q2 2021, worth a combined $268M — up 18% from $228M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EMHY and 9 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 42 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $20M. The largest seller was Prudential plc, exiting entirely with an estimated $5.78M sold.

  • 81 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q2 2021, down from 82 in Q1 2021.
  • Funds reported $268M of iShares JPMorgan EM High Yield Bond ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 9 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q2 2021 and 10 closed out, a net change of -1 holder.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q2 2021 was Mirae Asset Global Investments, an estimated $20M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q2 2021 was Prudential plc, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2021.