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EUHY

iShares Euro High Yield Corporate Bond USD Hedged ETF

36 hedge funds and large institutions have $43M invested in iShares Euro High Yield Corporate Bond USD Hedged ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

33% more funds holding

Funds holding: 2736 (+9)

7.13% less ownership

Funds ownership: 51.01%43.88% (-7.1%)

7% less capital invested

Capital invested by funds: $46.4M → $43M (-$3.43M)

Holders
36
Holders Change
+9
Holders Change %
+33.33%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
13
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.59M +$1.06M +19,874 +17%
Morgan Stanley
2
Morgan Stanley
New York
$6.67M +$666K +12,435 +11%
UBS Group
3
UBS Group
Switzerland
$3.98M +$1.23M +23,026 +46%
Bank of America
4
Bank of America
North Carolina
$3.92M -$809K -15,108 -17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.35M +$1.08M +20,231 +49%
Wells Fargo
6
Wells Fargo
California
$2.31M +$222K +4,137 +11%
WI
7
WBI Investments
New Jersey
$2M -$56.6K -1,057 -3%
VF
8
Virtu Financial
New York
$1.82M +$286K +5,334 +19%
FIM
9
Freedom Investment Management
Connecticut
$1.51M -$548K -10,233 -27%
BlackRock
10
BlackRock
New York
$1.4M -$7.01K -131 -0.5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$990K +$974K +18,186 New
JP Morgan Chase
12
JP Morgan Chase
New York
$914K +$462K +8,634 +106%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$901K +$886K +16,551 New
CCM
14
Crabel Capital Management
California
$722K +$710K +13,266 New
RJA
15
Raymond James & Associates
Florida
$716K +$37.2K +694 +6%
Jane Street
16
Jane Street
New York
$606K -$402K -7,516 -40%
LPL Financial
17
LPL Financial
California
$593K +$74.3K +1,388 +15%
AG
18
Advisor Group
Arizona
$527K +$122K +2,269 +31%
LWS
19
Lucia Wealth Services
California
$455K +$448K +8,364 New
Stifel Financial
20
Stifel Financial
Missouri
$392K +$384K +7,168 New
CHAM
21
Clear Harbor Asset Management
Connecticut
$345K +$1.28K +24 +0.4%
CA
22
Calton & Associates
Florida
$230K +$219K +4,096 New
MML Investors Services
23
MML Investors Services
Massachusetts
$224K +$220K +4,109 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$205K +$201K +3,760 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$193K -$97.8K -1,826 -34%

EUHY Hedge Fund Activity: Q4 2017 in Review

36 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) for Q4 2017, worth a combined $43M — down 7.4% from $46.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EUHY positions and 3 closed out — a net gain of 9 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $1.23M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $11.4M sold.

  • 36 institutional investors held iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $43M of iShares Euro High Yield Corporate Bond USD Hedged ETF stock for Q4 2017, down 7.4% quarter-over-quarter.
  • 12 funds opened new iShares Euro High Yield Corporate Bond USD Hedged ETF positions in Q4 2017 and 3 closed out, a net change of +9 holders.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF buyer in Q4 2017 was UBS Group, an estimated $1.23M added.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2017.