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iShares JPMorgan EM High Yield Bond ETF

96 hedge funds and large institutions have $299M invested in iShares JPMorgan EM High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $264M → $299M (+$35.1M)

2% more funds holding

Funds holding: 9496 (+2)

1.62% more ownership

Funds ownership: 63.62%65.24% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

47% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 45

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$37.4M -$50.9K -1,343 -0.1%
AssetMark Inc
2
AssetMark Inc
California
$32.2M +$3.82M +100,797 +14%
BlackRock
3
BlackRock
New York
$23.9M +$2.87M +75,681 +14%
HWM
4
Horizon Wealth Management
Illinois
$18.9M +$597K +15,762 +3%
CM
5
Cercano Management
Washington
$16.4M +$10.7M +283,404 +205%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.2M -$2.55M -67,330 -15%
Wells Fargo
7
Wells Fargo
California
$14.5M +$3.91M +103,267 +39%
GA
8
Gateway Advisory
New Jersey
$11.8M -$124K -3,269 -1%
EF
9
Empowered Funds
Pennsylvania
$11.6M +$11.2M +296,037 New
Bank Julius Baer & Co
10
Bank Julius Baer & Co
Switzerland
$9.21M -$488K -12,890 -6%
Vontobel Holding
11
Vontobel Holding
Switzerland
$8.37M -$186K -4,904 -2%
Betterment LLC
12
Betterment LLC
New York
$7.52M +$158K +4,157 +2%
UBS Group
13
UBS Group
Switzerland
$7.24M -$392K -10,344 -5%
Morgan Stanley
14
Morgan Stanley
New York
$6.75M +$212K +5,599 +3%
LPL Financial
15
LPL Financial
California
$6.69M -$2.41M -63,591 -27%
Bank of America
16
Bank of America
North Carolina
$5.94M -$448K -11,829 -7%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$4.94M
OIA
18
OneDigital Investment Advisors
Kansas
$3.11M -$531K -14,007 -15%
AWM
19
AE Wealth Management
Kansas
$3.03M +$121K +3,183 +4%
Ameriprise
20
Ameriprise
Minnesota
$2.9M -$93.1K -2,456 -3%
Truist Financial
21
Truist Financial
North Carolina
$2.78M
KOC
22
Koss-Olinger Consulting
Florida
$2.75M -$69.6K -1,837 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.73M -$83.3K -2,199 -3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.68M -$652K -17,213 -20%
MLM
25
Mount Lucas Management
Pennsylvania
$2.59M +$111K +2,942 +5%