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iShares JPMorgan EM High Yield Bond ETF

90 hedge funds and large institutions have $216M invested in iShares JPMorgan EM High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

16% more capital invested

Capital invested by funds: $186M → $216M (+$30.2M)

11% more funds holding

Funds holding: 8190 (+9)

2.12% more ownership

Funds ownership: 55.43%57.55% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
30
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$35.8M +$643K +17,622 +2%
AssetMark Inc
2
AssetMark Inc
California
$23.7M +$2.56M +70,242 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.5M +$522K +14,306 +3%
GA
4
Gateway Advisory
New Jersey
$11.2M +$539K +14,763 +5%
Wells Fargo
5
Wells Fargo
California
$9.34M +$6.52M +178,756 +253%
EF
6
Empowered Funds
Pennsylvania
$9.22M +$9.03M +247,500 New
LPL Financial
7
LPL Financial
California
$9.2M -$132K -3,615 -1%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$8.64M -$14.5K -397 -0.2%
Vontobel Holding
9
Vontobel Holding
Switzerland
$8.23M +$171K +4,693 +2%
UBS Group
10
UBS Group
Switzerland
$7.31M +$196K +5,367 +3%
Morgan Stanley
11
Morgan Stanley
New York
$6.1M -$4.18M -114,451 -41%
Bank of America
12
Bank of America
North Carolina
$5.83M +$34.1K +935 +0.6%
CM
13
Cercano Management
Washington
$5.17M +$5.04M +138,000 New
Betterment LLC
14
Betterment LLC
New York
$3.19M +$820K +22,474 +36%
OIA
15
OneDigital Investment Advisors
Kansas
$3.12M +$891K +24,403 +41%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$3.04M -$60.1K -1,646 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.89M +$1.49M +40,885 +113%
TI
18
Tidal Investments
Wisconsin
$2.79M +$423K +11,589 +18%
Ameriprise
19
Ameriprise
Minnesota
$2.74M +$432K +11,848 +19%
Truist Financial
20
Truist Financial
North Carolina
$2.67M +$67.8K +1,857 +3%
AWM
21
AE Wealth Management
Kansas
$2.65M -$127K -3,475 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.61M -$96.2K -2,637 -4%
MLM
23
Mount Lucas Management
Pennsylvania
$2.52M -$20.8K -571 -0.8%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$2.41M
AWM
25
Apollon Wealth Management
South Carolina
$1.99M +$105K +2,874 +6%