iShares J.P. Morgan EM High Yield Bond

EMHY • BATS

iShares J.P. Morgan EM High Yield Bond is an exchange-traded fund on BATS. As of Q3 2025, 101 institutional investors hold shares in this ETF, with total holdings valued at $323.0M. GENWORTH FINANCIAL WEALTH MANAGEMENT, INC is the largest holder with a position valued at $45.4M.

Overview

Overview of institutional ownership in EMHY as of Q3 2025

All Institutions

Institutions: 101
Value Held: $323.0M
Shares Held: 8.1M
Avg Position: $3.2M
Median Position: $598.9K

Hedge Funds

Hedge Funds: 2
Value Held: $3.3M
Shares Held: 82.5K
Avg Position: $1.6M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in EMHY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$45.4M 0.10% of portfolio	1.1M shares	Q4 2021 Held for 3y 11m	$46.5B
Sound Income Strategies, LLC RIA/Wealth	David Joseph Scranton Managing Partner	$39.7M 2.17% of portfolio	1.0M shares	Q4 2017 Held for 7y 11m	$1.8B
B BlackRock, Inc. Institution	-	$28.3M 0.00% of portfolio	714.2K shares	Q3 2021 Held for 4y 2m	$5.67T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$19.8M 0.00% of portfolio	498.2K shares	Q4 2014 Held for 10y 11m	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$13.2M 0.00% of portfolio	332.3K shares	Q4 2014 Held for 10y 11m	$1.33T
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	$12.6M 0.19% of portfolio	318.2K shares	Q1 2025 Held for 8 months	$6.5B
Horizon Wealth Management, LLC RIA/Wealth	Ryan Patrick Williamson Managing Partner	$10.1M 1.49% of portfolio	254.1K shares	Q3 2025 Held for 2 months	$678.3M
B Bank Julius Baer & Co. Ltd, Zurich Institution	-	$9.9M 0.03% of portfolio	249.9K shares	Q3 2022 Held for 3y 2m	$35.5B
L LPL Financial LLC Institution	-	$9.8M 0.00% of portfolio	247.8K shares	Q4 2014 Held for 10y 11m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$9.7M 0.00% of portfolio	243.7K shares	Q4 2014 Held for 10y 11m	$1.65T

Net Capital Flow

Institutional buying and selling activity for EMHY in Q3 2025

Traded: +$38.0M
Buyers: 64
Sellers: 31
Total Bought: +$64.7M
Total Sold: −$26.6M
Avg Position: $3.0M

Biggest Buyers

Institution	Net Bought	Current Position
Horizon Wealth Management, LLC RIA/Wealth	+$10.1M +254.1K shares	$10.1M 254.1K shares
Redhawk Wealth Advisors, Inc. RIA/Wealth	+$5.8M +145.9K shares	$5.8M 145.9K shares
A ATRIA INVESTMENTS LLC Institution	+$4.6M +115.6K shares	$5.5M 138.0K shares
Mariner Wealth Advisors, LLC RIA/Wealth	+$4.2M +105.2K shares	$6.4M 162.3K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	+$4.1M +102.9K shares	$45.4M 1.1M shares
Kovitz Investment Group Partners, LLC RIA/Wealth	+$4.1M +102.2K shares	$4.1M 102.2K shares
J JANE STREET GROUP, LLC Institution	+$3.9M +97.8K shares	$3.9M 97.8K shares
Wright Fund Managment, LLC Long Only Manager	+$3.8M +95.1K shares	$4.1M 102.9K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.5M +88.4K shares	$13.2M 332.3K shares
L LPL Financial LLC Institution	+$2.7M +67.5K shares	$9.8M 247.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$5.8M −145.0K shares	$8.8M 222.9K shares
UBS Group AG Institution	−$5.7M −144.8K shares	$3.5M 88.2K shares
Betterment LLC RIA/Wealth	−$4.3M −107.7K shares	$5.8M 147.3K shares
R Resources Investment Advisors, Inc. Pension/Endowment	−$1.4M −36.5K shares	Sold Off 0 shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$1.4M −34.5K shares	$1.7M 41.7K shares
AMERIPRISE FINANCIAL INC Institution	−$1.2M −30.6K shares	$3.3M 84.1K shares
Bank of New York Mellon Corp Institution	−$1.2M −30.3K shares	$398.5K 10.0K shares
Janney Montgomery Scott LLC RIA/Wealth	−$1.1M −28.6K shares	$305.8K 7.7K shares
Apollon Wealth Management, LLC RIA/Wealth	−$727.5K −18.3K shares	$267.5K 6.7K shares
Sound Income Strategies, LLC RIA/Wealth	−$627.7K −15.8K shares	$39.7M 1.0M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EMHY in Q3 2025

New Positions: 10
New Value: $9.2M
Exited Positions: 8
Exited Value: $2.8M

New Positions

Institution	Position Value
Kovitz Investment Group Partners, LLC RIA/Wealth	$4.1M 102.2K shares
Diversify Advisory Services, LLC RIA/Wealth	$1.7M 42.0K shares
K Kensington Asset Management, LLC Institution	$1.3M 31.9K shares
NorthRock Partners, LLC RIA/Wealth	$887.6K 22.4K shares
P Portfolio Strategies, Inc. RIA/Wealth	$753.9K 19.0K shares
T TriaGen Wealth Management LLC RIA/Wealth	$252.1K 6.4K shares
Arkadios Wealth Advisors RIA/Wealth	$207.3K 5.2K shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager	$47.2K 1.2K shares
A Abich Financial Wealth Management LLC RIA/Wealth	$12.0K 302.0 shares
JFS WEALTH ADVISORS, LLC RIA/Wealth	$7.9K 200.0 shares

Exited Positions

Institution	Previous Position
R Resources Investment Advisors, Inc. Pension/Endowment	$1.4M 36.5K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$551.1K 14.1K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	$342.8K 8.8K shares
New Insight Wealth Advisors RIA/Wealth	$226.2K 5.8K shares
Sunbelt Securities, Inc. RIA/Wealth	$91.4K 2.4K shares
N NATIONAL BANK OF CANADA /FI/ Institution	$53.0K 1.4K shares
Park Place Capital Corp RIA/Wealth	$51.8K 1.3K shares
Ameritas Advisory Services, LLC RIA/Wealth	$39.0K 1.0K shares

Options Activity

Institutions with the largest Call and Put options positions in EMHY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EMHY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sound Income Strategies, LLC RIA/Wealth	David Joseph Scranton Managing Partner	2.17% $39.7M	1.0M shares	Q4 2017 Held for 7y 11m	$1.8B
Horizon Wealth Management, LLC RIA/Wealth	Ryan Patrick Williamson Managing Partner	1.49% $10.1M	254.1K shares	Q3 2025 Held for 2 months	$678.3M
M Mount Lucas Management LP Hedge Fund•Global Macro	Timothy John Rudderow CEO	1.24% $2.7M	68.9K shares	Q1 2023 Held for 2y 8m	$220.9M
FOCUS Wealth Advisors, LLC RIA/Wealth	Mark Andrew Frugoni Managing Partner	1.01% $2.1M	52.7K shares	Q1 2024 Held for 1y 8m	$208.1M
Redhawk Wealth Advisors, Inc. RIA/Wealth	Daniel Edward Hunt CEO	0.69% $5.8M	145.9K shares	Q1 2025 Held for 8 months	$836.6M
Y Yoffe Investment Management, LLC RIA/Wealth	Jeffrey N Yoffe Member	0.54% $417.2K	10.5K shares	Q4 2024 Held for 11 months	$76.9M
A Ariadne Wealth Management, LP RIA/Wealth	Gene Lewis Dongieux CCO	0.27% $598.9K	14.9K shares	Q2 2024 Held for 1y 5m	$223.1M
NAPA WEALTH MANAGEMENT RIA/Wealth	George Paul Mccuen President	0.27% $509.3K	12.8K shares	Q3 2024 Held for 1y 2m	$191.3M
Koss-Olinger Consulting, LLC RIA/Wealth	Kirk Edward Klein Managing Partner	0.20% $2.3M	58.2K shares	Q4 2022 Held for 2y 11m	$1.2B
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	0.19% $12.6M	318.2K shares	Q1 2025 Held for 8 months	$6.5B

Hedge Fund Spotlight

Discover hedge funds investing in EMHY

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares J.P. Morgan EM High Yield Bond

Market Value: $541.2K
Shares Held: 13.6K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%