iShares J.P. Morgan Em HighEMHYETF

13F holders, Q1 2025 (March 31)
109holders −2
14new positions
14sold out
2famous investors
$38.16avg. 13F price*

At the end of Q1 2025, 109 institutions reported holding iShares J.P. Morgan Em High (EMHY) in their 13F filings, down 2 from Q4 2024. 14 opened new positions and 14 sold out. The largest holders were Sound Income Strategies, LLC ($38.9M), Assetmark, Inc. ($37.3M) and BlackRock, Inc. ($23.9M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares J.P. Morgan Em High
CUSIP
464286285
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 88Q1 2024Q2 2024: 94Q2 2024Q3 2024: 96Q3 2024Q4 2024: 111Q4 2024Q1 2025: 109Q1 2025Q2 2025: 96Q2 2025Q3 2025: 104Q3 2025Q4 2025: 112Q4 2025Q1 2026: 117Q1 2026Q2 2026: 101Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$17.4M
Exits14$43.0M

All 13F filers, Q4 2024 → Q1 2025: 1,319,285 shares bought and 1,510,999 shares sold, net −191,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Sound Income Strategies, LLC 2.30% Add +2.2% 1,017,844 $38.9M
Assetmark, Inc. 0.10% Add +8.3% 976,603 $37.3M
BlackRock, Inc. 0.00% Add +2.5% 626,154 $23.9M
Envestnet Asset Management Inc. 0.01% Reduce -3.2% 584,973 $22.4M
Wells Fargo & Company 0.00% Add +15.3% 480,757 $18.4M
UBS Group AG 0.00% Add +87.7% 370,043 $14.1M
Summit Financial, LLC 0.32% New 301,221 $11.5M
LPL Financial LLC 0.00% Add +3.3% 262,595 $10.0M
Morgan Stanley 0.00% Add +45.7% 256,522 $9.8M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +11.9% 239,423 $9.2M
Betterment LLC 0.02% Reduce -31.4% 230,035 $8.8M
Vontobel Holding Ltd. 0.03% Reduce -3.1% 210,709 $8.1M
Bank of America Corp. 0.00% Add +18.8% 208,196 $8.0M
Ameriprise Financial Inc. 0.00% Add +56.7% 205,155 $7.8M
MML Investors Services, LLC 0.02% Add +9.1% 142,553 $5.5M
Cetera Investment Advisers 0.01% Add +35.0% 111,921 $4.3M
D. E. Shaw & Co. 0.00% Add +37.8% 88,275 $3.4M
OneDigital Investment Advisors LLC 0.04% Reduce -25.9% 86,989 $3.3M
AE Wealth Management LLC 0.03% Add +0.3% 83,147 $3.2M
Kestra Investment Management, LLC 0.06% Add +1204.3% 95,032 $3.1M
Jane Street Group, LLC 0.00% Add +1105.5% 71,279 $2.7M
Truist Financial Corp. 0.00% Add +17.2% 68,222 $2.6M
Koss-Olinger Consulting, LLC 0.22% Reduce -3.2% 67,442 $2.6M
Mount Lucas Management LP 1.21% Reduce -1.7% 67,142 $2.6M
Bank of New York Mellon Corp 0.00% Add +44.5% 66,040 $2.5M
Mariner, LLC 0.00% Reduce -48.4% 56,168 $2.1M
FOCUS Wealth Advisors, LLC 1.10% Add +7.2% 52,188 $2.0M
Tidal Investments LLC 0.02% Reduce -4.0% 52,319 $2.0M
Mercer Global Advisors Inc. 0.00% Reduce -22.4% 46,400 $1.8M
Royal Bank of Canada 0.00% Reduce -0.2% 45,839 $1.8M
Nilsine Partners, LLC 0.15% Reduce -1.7% 36,220 $1.4M
Redhawk Wealth Advisors, Inc. 0.17% New 33,901 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.2% 33,290 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -22.2% 29,163 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -52.8% 27,916 $1.1M
Belpointe Asset Management LLC 0.06% Reduce -5.7% 27,748 $1.1M
Park Avenue Securities LLC 0.01% Add +35.3% 26,498 $1.0M
Ascent Group, LLC 0.04% New 24,581 $940K
Portfolio Design Labs, LLC 0.19% No change 24,350 $931K
United Capital Financial Advisors, LLC 0.01% Add +152.0% 24,018 $918K
Advisory Alpha, LLC 0.03% Reduce -3.4% 23,805 $910K
Flow Traders U.S. LLC 0.04% New 22,809 $872K
Atria Investments, Inc 0.01% Reduce -75.6% 21,617 $826K
Guggenheim Capital LLC 0.01% Reduce -34.0% 20,750 $793K
Optivise Advisory Services LLC 0.44% Reduce -2.3% 20,672 $790K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.4% 20,251 $774K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -15.0% 17,944 $686K
Citadel Advisors 0.00% New 17,772 $679K
Focus Partners Wealth 0.00% New 16,192 $619K
Ariadne Wealth Management, LP 0.29% No change 14,910 $564K
Old Mission Capital LLC 0.01% New 14,619 $559K
Atria Wealth Solutions, Inc. 0.01% Reduce -3.7% 14,402 $551K
Napa Wealth Management 0.28% Reduce -30.4% 12,794 $489K
Wealth Enhancement Advisory Services, LLC 0.00% Add +47.7% 12,701 $486K
D.A. Davidson & Co. 0.00% Add +27.7% 12,547 $480K
Raymond James Financial Inc. 0.00% Add +58.6% 12,388 $474K
SFG Wealth Management, LLC. 0.22% New 11,715 $448K
Orion Porfolio Solutions, LLC 0.00% Reduce -5.3% 10,885 $416K
Orion Portfolio Solutions, LLC 0.00% Reduce -5.3% 10,885 $416K
Iams Wealth Management, LLC 0.19% New 10,833 $414K
Sanctuary Advisors, LLC 0.00% Add +12.9% 10,529 $403K
Yoffe Investment Management, LLC 0.59% Reduce -0.0% 10,512 $402K
High Net Worth Advisory Group LLC 0.11% No change 10,000 $382K
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 9,939 $380K
World Investment Advisors 0.01% Add +50.8% 9,641 $369K
Concurrent Investment Advisors, LLC 0.01% No change 9,560 $365K
McAdam, LLC 0.02% Add +6.2% 9,513 $364K
Ocean Park Asset Management, LLC 0.01% No change 7,761 $297K
SG Americas Securities, LLC 0.00% No change 7,612 $291K
Prudential Financial Inc. 0.00% Reduce -38.7% 6,970 $266K
Snowden Capital Advisors LLC 0.01% Reduce -27.0% 6,563 $251K
New Insight Wealth Advisors 0.11% Add +1.7% 6,462 $247K
CIBC Private Wealth Group LLC 0.00% Add +2.0% 6,228 $225K
Alternative Investment Advisors, LLC. 0.12% Reduce -0.5% 5,892 $225K
Synergy Asset Management, LLC 0.03% Add +14.8% 5,833 $223K
Dark Forest Capital Management LP 0.01% Reduce -0.7% 5,731 $219K
IFP Advisors, Inc 0.01% Reduce -1.4% 4,699 $180K
Comerica Bank 0.00% Reduce -0.1% 4,657 $178K
Aspect Partners, LLC 0.10% No change 4,414 $169K
Steward Partners Investment Advisory, LLC 0.00% Add +27.4% 3,390 $130K
Compagnie Lombard Odier SCmA 0.00% No change 2,950 $113K
Horizon Financial Services, LLC 0.06% Reduce -0.0% 2,933 $112K
First Horizon Advisors, Inc. 0.00% Reduce -42.4% 1,955 $75K
PNC Financial Services Group, Inc. 0.00% Add +50.6% 1,608 $61K
Investors Research Corp 0.01% No change 1,589 $61K
Farther Finance Advisors, LLC 0.00% No change 1,419 $54K
Park Place Capital Corp 0.01% No change 1,333 $51K
National Bank of Canada 0.00% No change 1,268 $48K
Geneos Wealth Management Inc. 0.00% Add +29.9% 1,150 $44K
Coldstream Capital Management Inc. 0.00% New 797 $30K
Park Square Financial Group, LLC 0.01% Reduce -7.8% 451 $17K
Harbour Investments, Inc. 0.00% New 434 $17K
Delta Asset Management LLC 0.00% No change 421 $16K
Rossby Financial, LCC 0.01% New 360 $14K
NewEdge Advisors, LLC 0.00% Reduce -8.4% 340 $13K
Ameriflex Group, Inc. 0.00% No change 200 $8K
Smartleaf Asset Management LLC 0.00% No change 118 $5K
Qube Research & Technologies Ltd 0.00% No change 108 $4K
Pflug Koory, LLC 0.00% No change 107 $4K
Iron Horse Wealth Management, LLC 0.00% No change 70 $3K

"% of holder's portfolio" is EMHY's weight in each manager's 13F, not the share of iShares J.P. Morgan Em High the manager owns.

Show all 109 holders