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EUHY

iShares Euro High Yield Corporate Bond USD Hedged ETF

24 hedge funds and large institutions have $24.7M invested in iShares Euro High Yield Corporate Bond USD Hedged ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

6% more capital invested

Capital invested by funds: $23.2M → $24.7M (+$1.48M)

0.53% more ownership

Funds ownership: 49.06%49.6% (+0.53%)

11% less funds holding

Funds holding: 2724 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$9.11M +$625K +12,676 +7%
FIM
2
Freedom Investment Management
Connecticut
$3.66M +$2.35M +47,712 +185%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.31M +$385K +7,798 +13%
WA
4
WESPAC Advisors
California
$1.88M +$30.8K +625 +2%
Morgan Stanley
5
Morgan Stanley
New York
$1.14M -$39.8K -806 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$877K +$324K +6,562 +59%
FGAM
7
Financial Gravity Asset Management
Texas
$709K +$699K +14,166 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$591K +$75.7K +1,534 +15%
Bank of America
9
Bank of America
North Carolina
$537K +$8.14K +165 +2%
NA
10
NewEdge Advisors
Louisiana
$492K +$8.29K +168 +2%
Wells Fargo
11
Wells Fargo
California
$456K -$1.23M -24,928 -73%
MML Investors Services
12
MML Investors Services
Massachusetts
$431K
Stifel Financial
13
Stifel Financial
Missouri
$335K -$20.5K -415 -6%
CHAM
14
Clear Harbor Asset Management
Connecticut
$307K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$225K -$13.4K -271 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$218K +$216K +4,370 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$188K +$8.19K +166 +5%
UBS Group
18
UBS Group
Switzerland
$152K -$1.29M -26,055 -90%
Citigroup
19
Citigroup
New York
$47K -$15.2K -308 -24%
AG
20
Advisor Group
Arizona
$22K +$8.14K +165 +56%
QCIG
21
Quad-Cities Investment Group
Iowa
$13K
LFG
22
LifePlan Financial Group
Ohio
$2K
PA
23
Parallel Advisors
California
$2K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$743K -15,376 Closed
Ameriprise
25
Ameriprise
Minnesota
-$598K -12,385 Closed

EUHY Hedge Fund Activity: Q1 2019 in Review

24 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) for Q1 2019, worth a combined $24.7M — up 6.4% from $23.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EUHY and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Freedom Investment Management, adding an estimated $2.35M. The largest seller was UBS Group, cutting an estimated $1.29M.

  • 24 institutional investors held iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) as of Q1 2019, down from 27 in Q4 2018.
  • Funds reported $24.7M of iShares Euro High Yield Corporate Bond USD Hedged ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
  • 2 funds opened new iShares Euro High Yield Corporate Bond USD Hedged ETF positions in Q1 2019 and 4 closed out, a net change of -2 holders.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF buyer in Q1 2019 was Freedom Investment Management, an estimated $2.35M added.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF seller in Q1 2019 was UBS Group, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2019.