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iShares JPMorgan EM High Yield Bond ETF

81 hedge funds and large institutions have $282M invested in iShares JPMorgan EM High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

5% more capital invested

Capital invested by funds: $268M → $282M (+$13.5M)

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.3% less ownership

Funds ownership: 60.01%58.71% (-1.3%)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
36
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$43.6M +$8.64M +190,773 +24%
UBS Group
2
UBS Group
Switzerland
$40.2M +$9.78M +215,903 +31%
SIS
3
Sound Income Strategies
Florida
$34.3M +$2.3M +50,804 +7%
LPL Financial
4
LPL Financial
California
$25.9M +$2.16M +47,773 +9%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$19.5M -$20.4K -450 -0.1%
Bank of America
6
Bank of America
North Carolina
$9.65M -$2.16M -47,592 -18%
MFM
7
MD Financial Management
Ontario, Canada
$9.5M +$501K +11,067 +5%
MIM
8
Morningstar Investment Management
Illinois
$8.09M +$8.25M +182,196 New
Morgan Stanley
9
Morgan Stanley
New York
$7.76M +$505K +11,141 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.61M +$3.01M +66,506 +81%
SFA
11
Semmax Financial Advisors
North Carolina
$6.61M -$360K -7,950 -5%
Betterment LLC
12
Betterment LLC
New York
$5.44M +$2.07M +45,641 +59%
Ameriprise
13
Ameriprise
Minnesota
$5.14M +$906K +20,008 +21%
Wells Fargo
14
Wells Fargo
California
$4.75M +$630K +13,900 +15%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.73M +$448K +9,888 +10%
MLM
16
Mount Lucas Management
Pennsylvania
$3.96M -$263K -5,810 -6%
AA
17
Advisory Alpha
Michigan
$3.75M -$6.27M -138,432 -62%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.57M +$420K +9,265 +13%
SCA
19
Snowden Capital Advisors
New York
$3.08M +$386K +8,530 +14%
CFGS
20
Concourse Financial Group Securities
Alabama
$2.95M -$525K -11,591 -15%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.43M +$1.21M +26,774 +96%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.31M +$422K +9,311 +22%
LSPW
23
Lake Street Private Wealth
Illinois
$2.29M +$136K +3,010 +6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.81M -$50.4K -1,112 -3%
FTUS
25
Flow Traders U.S.
New York
$1.59M -$5.68M -125,516 -78%

EMHY Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM High Yield Bond ETF (EMHY) for Q3 2021, worth a combined $282M — up 5% from $268M a quarter earlier.

Fund positioning in EMHY was balanced in Q3 2021: 7 funds opened new positions, 7 closed out, 36 added to existing stakes and 24 trimmed.

The largest buyer was UBS Group, adding an estimated $9.78M. The largest seller was Advisory Alpha, cutting an estimated $6.27M.

  • 81 institutional investors held iShares JPMorgan EM High Yield Bond ETF (EMHY) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $282M of iShares JPMorgan EM High Yield Bond ETF stock for Q3 2021, up 5% quarter-over-quarter.
  • 7 funds opened new iShares JPMorgan EM High Yield Bond ETF positions in Q3 2021 and 7 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan EM High Yield Bond ETF buyer in Q3 2021 was UBS Group, an estimated $9.78M added.
  • The largest iShares JPMorgan EM High Yield Bond ETF seller in Q3 2021 was Advisory Alpha, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2021.