EMHY Institutional Ownership
iShares J.P. Morgan EM High Yield Bond ETF
1W: -1.6%
1M: -3.9%
3M: -5.4%
YTD: -3.9%
1Y: -1.3%
3Y: +32.3%
5Y: +15.5%
$38.38
+0.00 (+0.00%)
Weekly Expected Move ±0.7%
$38
$38
$38
$39
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EMHY
126
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
354M
Total Invested
10
New Positions
39
Increased
59
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (138 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 1,466,720 | $56M | +96,918 | +7.1% | 19Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,132,722 | $43M | +184,243 | +19.4% | 8Q | SEC ↗ |
| 3 | Sound Income Strategies, LLC | 975,442 | $37M | -8,462 | -0.9% | 35Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 877,905 | $34M | +117,546 | +15.5% | 15Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 725,394 | $28M | +14,088 | +2.0% | 47Q | SEC ↗ |
| 6 | Horizon Wealth Management, LLC | 359,127 | $14M | +28,739 | +8.7% | 4Q | SEC ↗ |
| 7 | Summit Financial, LLC | 320,352 | $12M | +860 | +0.3% | 6Q | SEC ↗ |
| 8 | LPL Financial LLC | 270,241 | $10M | -12,164 | -4.3% | 47Q | SEC ↗ |
| 9 | Bank Julius Baer & Co. Ltd, Zurich | 248,792 | $10M | -535 | -0.2% | 16Q | SEC ↗ |
| 10 | Vontobel Holding Ltd. | 198,905 | $8M | -596 | -0.3% | 16Q | SEC ↗ |
| 11 | MORGAN STANLEY | 179,234 | $7M | -918 | -0.5% | 47Q | SEC ↗ |
| 12 | Systelligence, LLC NEW | 110,155 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 13 | AE Wealth Management LLC | 108,150 | $4M | +6,134 | +6.0% | 29Q | SEC ↗ |
| 14 | UBS Group AG | 93,335 | $4M | +6,723 | +7.8% | 47Q | SEC ↗ |
| 15 | BLUELINE ADVISORS LLC | 92,965 | $4M | +5,017 | +5.7% | 3Q | SEC ↗ |
| 16 | Mariner, LLC | 91,516 | $4M | -2,052 | -2.2% | 12Q | SEC ↗ |
| 17 | Kensington Asset Management, LLC | 81,603 | $3M | +25,000 | +44.2% | 4Q | SEC ↗ |
| 18 | Mount Lucas Management LP | 77,798 | $3M | +1,048 | +1.4% | 14Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 73,793 | $3M | -6,073 | -7.6% | 15Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 70,191 | $3M | +7,234 | +11.5% | 45Q | SEC ↗ |
| 21 | Tidal Investments LLC | 61,131 | $2M | +16,413 | +36.7% | 20Q | SEC ↗ |
| 22 | Impact Partnership Wealth, LLC | 52,565 | $2M | +12,671 | +31.8% | 5Q | SEC ↗ |
| 23 | FOCUS Wealth Advisors, LLC | 52,504 | $2M | +1,640 | +3.2% | 10Q | SEC ↗ |
| 24 | Global Retirement Partners, LLC NEW | 49,507 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 48,139 | $2M | +2,701 | +5.9% | 5Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 44,567 | $2M | +3,966 | +9.8% | 16Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 37,521 | $1M | -648 | -1.7% | 34Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 37,315 | $1M | -3,236 | -8.0% | 36Q | SEC ↗ |
| 29 | Nilsine Partners, LLC | 36,909 | $1M | +986 | +2.7% | 14Q | SEC ↗ |
| 30 | Note Advisors, LLC NEW | 36,663 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Advisory Alpha, LLC | 35,049 | $1M | -3,320 | -8.7% | 22Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 30,686 | $1M | +9,635 | +45.8% | 26Q | SEC ↗ |
| 33 | Belpointe Asset Management LLC | 30,627 | $1M | +158 | +0.5% | 10Q | SEC ↗ |
| 34 | Allie Family Office LLC | 28,167 | $1M | +21,879 | +347.9% | 3Q | SEC ↗ |
| 35 | Wealthcare Advisory Partners LLC | 27,210 | $1M | +2,459 | +9.9% | 4Q | SEC ↗ |
| 36 | Atria Investments, Inc | 24,265 | $931K | -12,237 | -33.5% | 9Q | SEC ↗ |
| 37 | BENJAMIN EDWARDS INC | 22,809 | $875K | +1,614 | +7.6% | 5Q | SEC ↗ |
| 38 | McAdam, LLC | 20,747 | $796K | +146 | +0.7% | 13Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 18,383 | $706K | +770 | +4.4% | 47Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 18,374 | $705K | -354 | -1.9% | 25Q | SEC ↗ |
| 41 | CreativeOne Wealth, LLC | 17,358 | $666K | +1,613 | +10.2% | 2Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV | 16,900 | $649K | -1,426 | -7.8% | 30Q | SEC ↗ |
| 43 | Hyundai Investments Co., Ltd. | 16,705 | $641K | +4,773 | +40.0% | 3Q | SEC ↗ |
| 44 | D.A. DAVIDSON & CO. | 16,612 | $638K | +2,090 | +14.4% | 10Q | SEC ↗ |
| 45 | Greenline Wealth Management LLC | 16,492 | $633K | +2,221 | +15.6% | 3Q | SEC ↗ |
| 46 | RAYMOND JAMES FINANCIAL INC | 16,158 | $620K | -7,426 | -31.5% | 7Q | SEC ↗ |
| 47 | Optivise Advisory Services LLC | 15,171 | $582K | -3,392 | -18.3% | 3Q | SEC ↗ |
| 48 | Ariadne Wealth Management, LP | 14,910 | $572K | — | +0.0% | 9Q | SEC ↗ |
| 49 | AlphaCentric Advisors LLC | 12,231 | $469K | +421 | +3.6% | 3Q | SEC ↗ |
| 50 | Thrivent Financial for Lutherans | 12,174 | $467K | -61,602 | -83.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Systelligence, LLC | 110,155 | $4M |
| Global Retirement Partners, LLC | 49,507 | $2M |
| Note Advisors, LLC | 36,663 | $1M |
| Haverford Trust Co | 9,450 | $363K |
| Global View Capital Management LLC | 7,180 | $276K |
| Continuum Advisory, LLC | 1,865 | $72K |
| Integrated Wealth Concepts LLC | 178 | $7K |
| Buck Wealth Strategies, LLC | 147 | $6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 129 | $5K |
| Capital Investment Advisory Service | 47 | $2K |
| Anfield Capital Management, LLC | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ocean Park Asset Management, LLC | 102,900 | $4M |
| Redhawk Wealth Advisors, Inc. | 98,459 | $4M |
| Kestra Investment Management, LLC | 95,908 | $4M |
| Focus Partners Wealth | 83,303 | $3M |
| Diversify Advisory Services, LLC | 65,273 | $3M |
| FIG FINANCIAL ADVISORY SERVICES INC | 56,290 | $2M |
| CITADEL ADVISORS LLC | 41,583 | $2M |
| OLD MISSION CAPITAL LLC | 36,799 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,899 | $1M |
| JANE STREET GROUP, LLC | 32,959 | $1M |
| Rareview Capital LLC | 19,699 | $756K |
| Ruggiero Investments, Inc. | 15,550 | $597K |
| Private Advisor Group, LLC | 12,678 | $487K |
| Ameritas Advisory Services, LLC | 11,154 | $428K |
| SG Americas Securities, LLC | 7,612 | $292K |
| Foundations Investment Advisors, LL | 7,422 | $285K |
| IAMS WEALTH MANAGEMENT, LLC | 7,331 | $281K |
| Clarity Retirement & Wealth, LLC | 7,130 | $274K |
| GUGGENHEIM CAPITAL LLC | 7,104 | $273K |
| Arkadios Wealth Advisors | 6,147 | $236K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +184,243 | +19.4% | 1,132,722 |
| BANK OF AMERICA CORP /DE | +117,546 | +15.5% | 877,905 |
| ASSETMARK, INC | +96,918 | +7.1% | 1,466,720 |
| Horizon Wealth Management, LLC | +28,739 | +8.7% | 359,127 |
| Kensington Asset Management, LLC | +25,000 | +44.2% | 81,603 |
| Allie Family Office LLC | +21,879 | +347.9% | 28,167 |
| Tidal Investments LLC | +16,413 | +36.7% | 61,131 |
| WELLS FARGO & COMPANY/MN | +14,088 | +2.0% | 725,394 |
| Impact Partnership Wealth, LLC | +12,671 | +31.8% | 52,565 |
| OSAIC HOLDINGS, INC. | +9,635 | +45.8% | 30,686 |
| ENVESTNET ASSET MANAGEMENT INC | +7,234 | +11.5% | 70,191 |
| UBS Group AG | +6,723 | +7.8% | 93,335 |
| AE Wealth Management LLC | +6,134 | +6.0% | 108,150 |
| BLUELINE ADVISORS LLC | +5,017 | +5.7% | 92,965 |
| Hyundai Investments Co., Ltd. | +4,773 | +40.0% | 16,705 |
| AMERIPRISE FINANCIAL INC | +3,966 | +9.8% | 44,567 |
| Rockefeller Capital Management L.P. | +2,701 | +5.9% | 48,139 |
| Wealthcare Advisory Partners LLC | +2,459 | +9.9% | 27,210 |
| Greenline Wealth Management LLC | +2,221 | +15.6% | 16,492 |
| D.A. DAVIDSON & CO. | +2,090 | +14.4% | 16,612 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Thrivent Financial for Lutherans | -61,602 | -83.5% | 12,174 |
| COMMONWEALTH EQUITY SERVICES, LLC | -51,066 | -89.0% | 6,324 |
| Atria Investments, Inc | -12,237 | -33.5% | 24,265 |
| LPL Financial LLC | -12,164 | -4.3% | 270,241 |
| Bank of New York Mellon Corp | -9,189 | -48.1% | 9,929 |
| Sound Income Strategies, LLC | -8,462 | -0.9% | 975,442 |
| RAYMOND JAMES FINANCIAL INC | -7,426 | -31.5% | 16,158 |
| Cetera Investment Advisers | -6,073 | -7.6% | 73,793 |
| MATHER GROUP, LLC. | -3,902 | -31.1% | 8,642 |
| Optivise Advisory Services LLC | -3,392 | -18.3% | 15,171 |
| Advisory Alpha, LLC | -3,320 | -8.7% | 35,049 |
| MML INVESTORS SERVICES, LLC | -3,236 | -8.0% | 37,315 |
| Mariner, LLC | -2,052 | -2.2% | 91,516 |
| Mosley Wealth Management | -1,732 | -82.1% | 377 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,426 | -7.8% | 16,900 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,417 | -12.4% | 10,017 |
| HORIZON FINANCIAL SERVICES, LLC | -1,222 | -21.0% | 4,608 |
| PATRIOT INVESTMENT MANAGEMENT GROUP | -1,120 | -16.2% | 5,802 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -1,034 | -46.6% | 1,186 |
| Farther Finance Advisors, LLC | -987 | -15.8% | 5,253 |