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EUHY

iShares Euro High Yield Corporate Bond USD Hedged ETF

23 hedge funds and large institutions have $17.2M invested in iShares Euro High Yield Corporate Bond USD Hedged ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

21% more funds holding

Funds holding: 1923 (+4)

2.38% less ownership

Funds ownership: 37.79%35.41% (-2.4%)

8% less capital invested

Capital invested by funds: $18.7M → $17.2M (-$1.51M)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$6.5M +$307K +6,279 +5%
Truist Financial
2
Truist Financial
North Carolina
$2.71M +$63.8K +1,307 +2%
NP
3
Nilsine Partners
Colorado
$1.33M -$52.6K -1,077 -4%
AWM
4
AE Wealth Management
Kansas
$1.31M -$2.2K -45 -0.2%
WCM
5
Windham Capital Management
Massachusetts
$1.07M
Morgan Stanley
6
Morgan Stanley
New York
$1.01M -$1.24M -25,481 -55%
Bank of America
7
Bank of America
North Carolina
$616K +$6.39K +131 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$543K +$16.1K +330 +3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$394K -$255K -5,223 -39%
CFGA
10
Cambridge Financial Group (Arizona)
Arizona
$366K +$367K +7,524 New
DADC
11
D.A. Davidson & Co
Montana
$333K +$334K +6,840 New
RJA
12
Raymond James & Associates
Florida
$287K +$288K +5,890 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$220K +$221K +4,524 New
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$194K -$391 -8 -0.2%
BIM
15
Breakwater Investment Management
Washington
$95.9K +$96.2K +1,970 New
NP
16
NorthRock Partners
Minnesota
$73.9K +$74.1K +1,518 New
UBS Group
17
UBS Group
Switzerland
$49K -$229K -4,696 -82%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$36K
Osaic Holdings
19
Osaic Holdings
Arizona
$29.5K -$80.5K -1,649 -73%
TWC
20
TD Waterhouse Canada
Ontario, Canada
$27.5K
Wells Fargo
21
Wells Fargo
California
$27.2K -$826K -16,925 -97%
KFS
22
Kelly Financial Services
Massachusetts
$15.8K
PK
23
Pflug Koory
Nebraska
$4.19K
Citadel Advisors
24
Citadel Advisors
Florida
-$248K -4,999 Closed
DF
25
Dunhill Financial
United Kingdom
-$900 -20 Closed

EUHY Hedge Fund Activity: Q1 2024 in Review

23 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) for Q1 2024, worth a combined $17.2M — down 8% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EUHY positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Cambridge Financial Group (Arizona), opening a new position worth an estimated $367K. The largest seller was Morgan Stanley, cutting an estimated $1.24M.

  • 23 institutional investors held iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $17.2M of iShares Euro High Yield Corporate Bond USD Hedged ETF stock for Q1 2024, down 8% quarter-over-quarter.
  • 6 funds opened new iShares Euro High Yield Corporate Bond USD Hedged ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF buyer in Q1 2024 was Cambridge Financial Group (Arizona), an estimated $367K added.
  • The largest iShares Euro High Yield Corporate Bond USD Hedged ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2024.