Vault-13

ISHARES INC EMHY

JP MRGN EM HI BD · ETP · CUSIP 464286285

97 institutional holders +2 vs Q2 2024
7,499,5667.5m shares reported held*
$299.0mreported value*
11 new 24 added 45 reduced 10 sold out net bought ≈ $18.1m (+365.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($147.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.87.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 67Q4 22: 72Q1 23: 77Q2 23: 77Q3 23: 83Q4 23: 83Q1 24: 90Q2 24: 95Q3 24: 9797Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202267
Q4 202272
Q1 202377
Q2 202377
Q3 202383
Q4 202383
Q1 202490
Q2 202495
Q3 202497

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 34 bought or addedQ4 22: 36 cut or sold outQ1 23: 35 bought or addedQ1 23: 35 cut or sold outQ1 23Q2 23: 35 bought or addedQ2 23: 35 cut or sold outQ3 23: 38 bought or addedQ3 23: 36 cut or sold outQ3 23Q4 23: 29 bought or addedQ4 23: 39 cut or sold outQ1 24: 45 bought or addedQ1 24: 30 cut or sold outQ1 24Q2 24: 52 bought or addedQ2 24: 31 cut or sold outQ3 24: 35 bought or addedQ3 24: 55 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223436
Q1 20233535
Q2 20233535
Q3 20233836
Q4 20232939
Q1 20244530
Q2 20245231
Q3 20243555

Biggest buyers

Empowered Funds, LLC New +296,037+296.0k
Cercano Management LLC Added +283,404+283.4k
WELLS FARGO & COMPANY/MN Added +103,267+103.3k
ASSETMARK, INC Added +100,797+100.8k
HSBC HOLDINGS PLC Added +86,500+86.5k
NAPA WEALTH MANAGEMENT New +21,648+21.6k
Horizon Wealth Management, LLC Added +15,762+15.8k
Mariner, LLC Added +8,529+8.5k
Ocean Park Asset Management, LLC New +7,761+7.8k
Apollon Wealth Management, LLC Added +7,240+7.2k

Biggest sellers

JANE STREET GROUP, LLC Sold out -188,177-188.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -67,330-67.3k
LPL Financial LLC Reduced -63,591-63.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -17,213-17.2k
OneDigital Investment Advisors LLC Reduced -14,007-14.0k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Sold out -13,032-13.0k
Bank Julius Baer & Co. Ltd, Zurich Reduced -12,890-12.9k
Cetera Investment Advisers Reduced -12,819-12.8k
BANK OF AMERICA CORP /DE/ Reduced -11,829-11.8k
OLD MISSION CAPITAL LLC Sold out -11,803-11.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock, Inc. (0.0%, 2026-10-27)

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sound Income Strategies, LLC 2.40% of their portfolio FT LAUDERDALE, FL 957,360957.4k $37.4m $37.4m 2.40% Reduced -1.3k -1,343
2 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 825,802825.8k $32.2m $32.2m 0.09% Added +100.8k +100,797
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 612,639612.6k $23.9m $23.9m 0.00% First filing
4 Horizon Wealth Management, LLC 3.77% of their portfolio LA GRANGE, IL 483,902483.9k $18.9m $18.9m 3.77% Added +15.8k +15,762
5 Cercano Management LLC 0.39% of their portfolio BELLEVUE, WA 421,404421.4k $16.4m $16.4m 0.39% Added +283.4k +283,404
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 389,510389.5k $15.2m $15.2m 0.00% Reduced -67.3k -67,330
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 371,214371.2k $14.5m $14.5m 0.00% Added +103.3k +103,267
8 Gateway Advisory, LLC 1.91% of their portfolio WESTFIELD, NJ 303,324303.3k $11.8m $11.8m 1.91% Reduced -3.3k -3,269
9 Empowered Funds, LLC 0.18% of their portfolio NEWTOWN SQUARE, PA 296,037296.0k $11.6m $11.6m 0.18% New
10 Vontobel Holding Ltd. 0.03% of their portfolio ZURICH, V8 214,594214.6k $8.4m $8.4m 0.03% Reduced -4.9k -4,904
11 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 199,225199.2k $9.2m $9.2m 0.03% Reduced -12.9k -12,890
12 Betterment LLC 0.02% of their portfolio NEW YORK, NY 192,803192.8k $7.5m $7.5m 0.02% Added +4.2k +4,157
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 185,485185.5k $7.2m $7.2m 0.00% Reduced -10.3k -10,344
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 172,860172.9k $6.7m $6.7m 0.00% Added +5.6k +5,599
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 171,328171.3k $6.7m $6.7m 0.00% Reduced -63.6k -63,591
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 152,228152.2k $5.9m $5.9m 0.00% Reduced -11.8k -11,829
17 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 126,500126.5k $4.9m $4.9m 0.00% Added +86.5k +86,500
18 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 79,71479.7k $3.1m $3.1m 0.04% Reduced -14.0k -14,007
19 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 77,67677.7k $3.0m $3.0m 0.03% Added +3.2k +3,183
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 74,30074.3k $2.9m $2.9m 0.00% Reduced -2.5k -2,456
21 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 71,20471.2k $2.8m $2.8m 0.00% Unchanged
22 Koss-Olinger Consulting, LLC 0.24% of their portfolio GAINESVILLE, FL 70,55170.6k $2.8m $2.8m 0.24% Reduced -1.8k -1,837
23 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 69,95070.0k $2.7m $2.7m 0.01% Reduced -2.2k -2,199
24 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 68,91668.9k $2.7m $2.7m 0.01% Reduced -17.2k -17,213
25 Mount Lucas Management LP 0.88% of their portfolio Newtown, PA 66,30766.3k $2.6m $2.6m 0.88% Added +2.9k +2,942
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 65,10965.1k $2.5m $2.5m 0.01% Reduced -12.8k -12,819
27 Apollon Wealth Management, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 60,61660.6k $2.4m $2.4m 0.07% Added +7.2k +7,240
28 Tidal Investments LLC 0.02% of their portfolio Milwaukee, WI 54,78454.8k $2.1m $2.1m 0.02% Reduced -2.6k -2,646
29 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.12% of their portfolio BIRMINGHAM, AL 50,37450.4k $2.0m $2.0m 0.12% Reduced -499 -499
30 FOCUS Wealth Advisors, LLC 0.94% of their portfolio HOUSTON, TX 48,44448.4k $1.9m $1.9m 0.94% Reduced -813 -813
31 OVERSEA-CHINESE BANKING Corp Ltd 0.05% of their portfolio SINGAPORE, U0 48,25848.3k $1.9m $1.9m 0.05% Reduced -4.4k -4,377
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,72644.7k $1.7m $1.7m 0.00% Added +8.5k +8,529
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,12942.1k $1.6m $1.6m 0.00% Reduced -1.8k -1,829
34 Nilsine Partners, LLC 0.19% of their portfolio GREENWOOD VILLAGE, CO 37,78337.8k $1.5m $1.5m 0.19% Added +844 +844
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 35,07735.1k $1.4m $1.4m 0.00% Reduced -1.1k -1,095
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,22132.2k $1.3m $1.3m 0.00% Reduced -1.0k -1,044
37 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 31,87831.9k $1.2m $1.2m 0.01% Reduced -7.1k -7,056
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 31,34931.3k $1.2m $1.2m 0.00% Added +1.1k +1,118
39 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 29,37529.4k $1.1m $1.1m 0.00% Reduced -7.1k -7,100
40 Belpointe Asset Management LLC 0.07% of their portfolio RENO, NV 28,95529.0k $1.1m $1.1m 0.07% Reduced -1.4k -1,409
41 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 28,69828.7k $1.1m $1.1m 0.04% Reduced -7.2k -7,192
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,80522.8k $890.0k $890.0k 0.00% Reduced -2.0k -1,977
43 NAPA WEALTH MANAGEMENT 0.40% of their portfolio Napa, CA 21,64821.6k $844.7k $844.7k 0.40% New
44 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 21,38221.4k $834.3k $834.3k 0.01% Added +815 +815
45 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 20,46020.5k $798.3k $798.3k 0.00% Reduced -4.4k -4,379
46 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,95515.0k $583.5k $583.5k 0.01% Reduced -82 -82
47 Ariadne Wealth Management, LP 0.31% of their portfolio SANTA BARBARA, CA 14,91014.9k $577.2k $577.2k 0.31% Unchanged
48 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,89211.9k $464.0k $464.0k 0.00% Reduced -3.9k -3,919
49 High Net Worth Advisory Group LLC 0.11% of their portfolio NAPLES, FL 10,00010.0k $390.2k $390.2k 0.11% Unchanged
50 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 9,6939.7k $378.2k $378.2k 0.00% Unchanged
51 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,5609.6k $373.0k $373.0k 0.01% Unchanged
52 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 9,5459.5k $372.0k $372.0k 0.00% Reduced -3.9k -3,915
53 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 9,4179.4k $367.5k $367.5k 0.01% Reduced -2.1k -2,121
54 AlphaCentric Advisors LLC 0.27% of their portfolio SAN JUAN, PR 9,4019.4k $366.8k $366.8k 0.27% Reduced -45 -45
55 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,1569.2k $354.1k $354.1k 0.00% Reduced -154 -154
56 DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio NEW YORK, NY 8,7658.8k $342.0k $342.0k 0.04% Reduced -2.0k -1,970
57 Ocean Park Asset Management, LLC 0.01% of their portfolio SANTA MONICA, CA 7,7617.8k $302.8k $302.8k 0.01% New
58 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $297.0k $297.0k 0.00% Unchanged
59 Kestra Investment Management, LLC 0.01% of their portfolio AUSTIN, TX 7,0737.1k $276.0k $276.0k 0.01% New
60 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 6,6786.7k $260.6k $260.6k 0.01% Reduced -488 -488
61 New Insight Wealth Advisors 0.13% of their portfolio SAN RAMON, CA 6,4166.4k $250.4k $250.4k 0.13% Reduced -723 -723
62 Alternative Investment Advisors, LLC. 0.13% of their portfolio Maitland, FL 6,3996.4k $249.7k $249.7k 0.13% Reduced -561 -561
63 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 6,0006.0k $234.1k $234.1k 0.00% New
64 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 5,8705.9k $229.0k $229.0k 0.00% Added +12 +12
65 VIAWEALTH, LLC 0.12% of their portfolio Leawood, KS 5,4405.4k $212.3k $212.3k 0.12% Reduced -1.4k -1,412
66 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,7984.8k $187.2k $187.2k 0.01% Reduced -313 -313
67 POM Investment Strategies, LLC 0.14% of their portfolio RALEIGH, NC 4,5214.5k $176.4k $176.4k 0.14% Unchanged
68 Aspect Partners, LLC 0.10% of their portfolio FAIRFAX, VA 4,4144.4k $172.2k $172.2k 0.10% Unchanged
69 HORIZON FINANCIAL SERVICES, LLC 0.09% of their portfolio WINSTON SALEM, NC 3,7743.8k $147.3k $147.3k 0.09% Reduced -1.2k -1,187
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,9963.0k $116.9k $116.9k 0.00% Added +65 +65
71 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 2,9503.0k $115.1k $115.1k 0.00% Added +1.1k +1,100
72 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,3842.4k $93.0k $93.0k 0.00% Reduced -1.2k -1,167
73 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,3542.4k $91.9k $91.9k 0.01% Added +40 +40
74 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 2,1242.1k $82.9k $82.9k 0.00% Added +611 +611
75 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6981.7k $66.3k $66.3k 0.01% Unchanged
76 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 1,5891.6k $62.0k $62.0k 0.01% Unchanged
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4191.4k $55.4k $55.4k 0.00% New
78 Park Place Capital Corp 0.01% of their portfolio Homewood, AL 1,3331.3k $52.0k $52.0k 0.01% Unchanged
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,1021.1k $43.0k $43.0k 0.00% New
80 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,0951.1k $42.7k $42.7k 0.00% Reduced -442 -442
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 759759 $29.6k $29.6k 0.00% Added +154 +154
82 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 638638 $24.9k $24.9k 0.00% Reduced -680 -680
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 504504 $19.7k $19.7k 0.00% Added +220 +220
84 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 421421 $16.4k $16.4k 0.00% Unchanged
85 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 404404 $15.5k $15.5k 0.00% New
86 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 317317 $12.4k $12.4k 0.00% Reduced -18 -18
87 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 118118 $4.6k $4.6k 0.00% Unchanged
88 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 117117 $4.6k $4.6k 0.00% New
89 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 108108 $4.2k $4.2k 0.00% Reduced -20 -20
90 Pflug Koory, LLC 0.00% of their portfolio OMAHA, NE 107107 $4.2k $4.2k 0.00% First filing
91 Peterson Financial Group, Inc. 0.01% of their portfolio DES MOINES, IA 8282 $3.2k $3.2k 0.01% New
92 Iron Horse Wealth Management, LLC 0.00% of their portfolio JOHSTON, IA 7070 $2.7k $2.7k 0.00% Unchanged
93 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 5858 $2.3k $2.3k 0.00% New
94 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5858 $2.3k $2.3k 0.00% Added +13 +13
95 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 4747 $2.0k $2.0k 0.00% Added +1 +1
96 FMR LLC 0.00% of their portfolio BOSTON, MA 3333 $1.3k $1.3k 0.00% Added +5 +5
97 Semmax Financial Advisors Inc. 0.00% of their portfolio Winston Salem, NC 11 $21 $21 0.00% Unchanged