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iShares JPMorgan EM High Yield Bond ETF

111 hedge funds and large institutions have $316M invested in iShares JPMorgan EM High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

16% more funds holding

Funds holding: 96111 (+15)

6% more capital invested

Capital invested by funds: $299M → $316M (+$17.3M)

1.96% more ownership

Funds ownership: 65.24%67.2% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
46
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$37.8M +$1.49M +38,725 +4%
AssetMark Inc
2
AssetMark Inc
California
$34.2M +$2.93M +75,848 +9%
BlackRock
3
BlackRock
New York
$23.2M -$68.9K -1,786 -0.3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.9M +$8.28M +214,582 +55%
HWM
5
Horizon Wealth Management
Illinois
$21.1M +$2.8M +72,455 +15%
CM
6
Cercano Management
Washington
$19.8M +$3.86M +100,000 +24%
Wells Fargo
7
Wells Fargo
California
$15.8M +$1.77M +45,788 +12%
Betterment LLC
8
Betterment LLC
New York
$12.7M +$5.51M +142,745 +74%
LPL Financial
9
LPL Financial
California
$9.65M +$3.2M +82,829 +48%
Bank Julius Baer & Co
10
Bank Julius Baer & Co
Switzerland
$8.97M +$571K +14,787 +7%
Vontobel Holding
11
Vontobel Holding
Switzerland
$8.26M +$106K +2,759 +1%
UBS Group
12
UBS Group
Switzerland
$7.49M +$448K +11,619 +6%
Morgan Stanley
13
Morgan Stanley
New York
$6.68M +$122K +3,150 +2%
Bank of America
14
Bank of America
North Carolina
$6.65M +$886K +22,962 +15%
Ameriprise
15
Ameriprise
Minnesota
$4.97M +$2.19M +56,659 +76%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.96M +$2.34M +60,691 +87%
OIA
17
OneDigital Investment Advisors
Kansas
$4.46M +$1.45M +37,698 +47%
Mariner
18
Mariner
Kansas
$4.13M +$2.47M +64,090 +143%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$4.12M
AI
20
Atria Investments
North Carolina
$3.36M +$2.59M +67,183 +314%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.15M +$688K +17,824 +27%
AWM
22
AE Wealth Management
Kansas
$3.15M +$200K +5,194 +7%
KOC
23
Koss-Olinger Consulting
Florida
$2.65M -$34.3K -889 -1%
MLM
24
Mount Lucas Management
Pennsylvania
$2.6M +$78K +2,021 +3%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$2.43M +$1.34M +34,700 +118%