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iShares JPMorgan EM High Yield Bond ETF

73 hedge funds and large institutions have $166M invested in iShares JPMorgan EM High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

9% more funds holding

Funds holding: 6773 (+6)

2.63% more ownership

Funds ownership: 49.69%52.32% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less capital invested

Capital invested by funds: $178M → $166M (-$12.7M)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
18
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$31.3M +$1.19M +35,173 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.4M -$729K -21,616 -4%
Marshall Wace
3
Marshall Wace
United Kingdom
$15.3M +$14.8M +437,544 New
AssetMark Inc
4
AssetMark Inc
California
$15.2M +$319K +9,459 +2%
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$9.81M +$149K +4,426 +2%
Vontobel Holding
6
Vontobel Holding
Switzerland
$7.22M -$605K -17,928 -8%
KOC
7
Koss-Olinger Consulting
Florida
$6.84M +$6.6M +195,544 New
LPL Financial
8
LPL Financial
California
$6.26M -$1.03M -30,525 -15%
Bank of America
9
Bank of America
North Carolina
$5.88M -$4.69M -139,004 -45%
UBS Group
10
UBS Group
Switzerland
$5.63M -$1.72M -51,078 -24%
Betterment LLC
11
Betterment LLC
New York
$3.67M +$9.79K +290 +0.3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$3.04M -$175K -5,184 -6%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.99M +$899K +26,646 +45%
1WM
14
1900 Wealth Management
Texas
$2.76M -$76.8K -2,277 -3%
AA
15
Advisory Alpha
Michigan
$2.52M -$234K -6,929 -9%
Morgan Stanley
16
Morgan Stanley
New York
$2.13M -$206K -6,114 -9%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.1M +$49.5K +1,466 +3%
CFGS
18
Concourse Financial Group Securities
Alabama
$2M -$16.4K -486 -0.8%
SAS
19
Sage Advisory Services
Texas
$1.97M +$1.9M +56,428 New
GC
20
Guggenheim Capital
Illinois
$1.84M +$55.6K +1,649 +3%
Truist Financial
21
Truist Financial
North Carolina
$1.83M +$1.13M +33,508 +179%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.53M +$1.47M +43,607 New
Wells Fargo
23
Wells Fargo
California
$1.46M -$125K -3,700 -8%
Ameriprise
24
Ameriprise
Minnesota
$1.44M +$37.6K +1,114 +3%
TI
25
Tidal Investments
Wisconsin
$1.39M +$789K +23,387 +142%