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EUHY

iShares Euro High Yield Corporate Bond USD Hedged ETF

40 hedge funds and large institutions have $67M invested in iShares Euro High Yield Corporate Bond USD Hedged ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

56% more capital invested

Capital invested by funds: $43M → $67M (+$23.9M)

16.47% more ownership

Funds ownership: 43.88%60.35% (+16%)

11% more funds holding

Funds holding: 3640 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.5M +$11.6M +207,621 New
Ameriprise
2
Ameriprise
Minnesota
$10.5M +$2.74M +49,160 +35%
Morgan Stanley
3
Morgan Stanley
New York
$7.18M +$380K +6,824 +6%
Bank of America
4
Bank of America
North Carolina
$5.92M +$1.92M +34,538 +48%
UBS Group
5
UBS Group
Switzerland
$4.74M +$692K +12,421 +17%
RJA
6
Raymond James & Associates
Florida
$4.67M +$3.96M +71,108 +541%
Wells Fargo
7
Wells Fargo
California
$4.07M +$1.73M +30,996 +73%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.63M +$216K +3,873 +6%
Jane Street
9
Jane Street
New York
$1.78M +$1.17M +21,027 +189%
FIM
10
Freedom Investment Management
Connecticut
$1.66M +$118K +2,123 +8%
WA
11
WESPAC Advisors
California
$1.52M +$1.53M +27,467 New
BlackRock
12
BlackRock
New York
$1.39M -$41.7K -749 -3%
AG
13
Advisor Group
Arizona
$1.07M +$538K +9,653 +100%
LWS
14
Lucia Wealth Services
California
$990K +$528K +9,474 +113%
JP Morgan Chase
15
JP Morgan Chase
New York
$926K -$5.63K -101 -0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$612K -$307K -5,517 -33%
LPL Financial
17
LPL Financial
California
$569K -$35.1K -630 -6%
Stifel Financial
18
Stifel Financial
Missouri
$431K +$34.3K +615 +9%
NA
19
NewEdge Advisors
Louisiana
$416K +$419K +7,521 New
CCM
20
Crabel Capital Management
California
$396K -$342K -6,135 -46%
CHAM
21
Clear Harbor Asset Management
Connecticut
$363K +$11.3K +202 +3%
HPWM
22
Highland Private Wealth Management
Washington
$321K +$323K +5,789 New
PAG
23
Private Advisory Group
Washington
$321K +$323K +5,789 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$300K +$301K +5,401 New
CA
25
Calton & Associates
Florida
$256K +$28.5K +512 +13%

EUHY Hedge Fund Activity: Q1 2018 in Review

40 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) for Q1 2018, worth a combined $67M — up 56% from $43M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EUHY positions and 6 closed out — a net gain of 4 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $11.6M. The largest seller was WBI Investments, exiting entirely with an estimated $2M sold.

  • 40 institutional investors held iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) as of Q1 2018, up from 36 in Q4 2017.
  • Funds reported $67M of iShares Euro High Yield Corporate Bond USD Hedged ETF stock for Q1 2018, up 56% quarter-over-quarter.
  • 10 funds opened new iShares Euro High Yield Corporate Bond USD Hedged ETF positions in Q1 2018 and 6 closed out, a net change of +4 holders.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $11.6M added.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF seller in Q1 2018 was WBI Investments, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2018.