We are live on ! Find out more
EMHY icon

iShares JPMorgan EM High Yield Bond ETF

94 hedge funds and large institutions have $264M invested in iShares JPMorgan EM High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

95% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 21

22% more capital invested

Capital invested by funds: $216M → $264M (+$48.2M)

6.07% more ownership

Funds ownership: 57.55%63.62% (+6.1%)

4% more funds holding

Funds holding: 9094 (+4)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
41
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$35.5M +$72.1K +1,940 +0.2%
AssetMark Inc
2
AssetMark Inc
California
$26.9M +$3.41M +91,581 +14%
BlackRock
3
BlackRock
New York
$19.9M +$20M +536,679 +192,358%
HWM
4
Horizon Wealth Management
Illinois
$17.3M +$17.4M +468,140 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.9M +$602K +16,184 +4%
GA
6
Gateway Advisory
New Jersey
$11.4M +$285K +7,663 +3%
Wells Fargo
7
Wells Fargo
California
$9.93M +$689K +18,529 +7%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$8.75M -$684K -18,404 -8%
LPL Financial
9
LPL Financial
California
$8.7M -$400K -10,748 -4%
Vontobel Holding
10
Vontobel Holding
Switzerland
$8.13M -$6.47K -174 -0.1%
UBS Group
11
UBS Group
Switzerland
$7.26M +$30.4K +818 +0.4%
Betterment LLC
12
Betterment LLC
New York
$6.99M +$3.85M +103,520 +122%
Jane Street
13
Jane Street
New York
$6.97M +$7M +188,177 New
Morgan Stanley
14
Morgan Stanley
New York
$6.2M +$160K +4,298 +3%
Bank of America
15
Bank of America
North Carolina
$6.08M +$318K +8,551 +5%
CM
16
Cercano Management
Washington
$5.11M
OIA
17
OneDigital Investment Advisors
Kansas
$3.47M +$388K +10,429 +13%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.19M +$190K +5,114 +6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.89M +$32.1K +864 +1%
Ameriprise
20
Ameriprise
Minnesota
$2.84M +$130K +3,492 +5%
AWM
21
AE Wealth Management
Kansas
$2.76M +$144K +3,871 +5%
KOC
22
Koss-Olinger Consulting
Florida
$2.68M +$2.69M +72,388 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.67M +$91.9K +2,471 +4%
Truist Financial
24
Truist Financial
North Carolina
$2.64M -$5.39K -145 -0.2%
MLM
25
Mount Lucas Management
Pennsylvania
$2.35M -$143K -3,853 -6%