Vault-13

ISHARES INC EMHY

JP MRGN EM HI BD · ETP · CUSIP 464286285

111 institutional holders -1 vs Q4 2024
7,933,1657.9m shares reported held*
$307.3mreported value*
14 new 39 added 36 reduced 14 sold out net sold ≈ $9.8m (-231.2k 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 ($939.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.73.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 67Q4 22: 72Q1 23: 77Q2 23: 77Q3 23: 83Q4 23: 83Q1 24: 90Q2 24: 95Q3 24: 97Q4 24: 112Q1 25: 111111Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202267
Q4 202272
Q1 202377
Q2 202377
Q3 202383
Q4 202383
Q1 202490
Q2 202495
Q3 202497
Q4 2024112
Q1 2025111

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 65 bought or addedQ4 24: 29 cut or sold outQ1 25: 53 bought or addedQ1 25: 50 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233535
Q3 20233836
Q4 20232939
Q1 20244530
Q2 20245231
Q3 20243555
Q4 20246529
Q1 20255350

Biggest buyers

Summit Financial, LLC New +301,221+301.2k
UBS Group AG Added +172,939+172.9k
Kestra Investment Management, LLC Added +87,746+87.7k
MORGAN STANLEY Added +80,512+80.5k
ASSETMARK, INC Added +74,953+75.0k
AMERIPRISE FINANCIAL INC Added +74,196+74.2k
JANE STREET GROUP, LLC Added +65,366+65.4k
WELLS FARGO & COMPANY/MN Added +63,755+63.8k
Redhawk Wealth Advisors, Inc. New +33,901+33.9k
BANK OF AMERICA CORP /DE/ Added +33,006+33.0k

Biggest sellers

Horizon Wealth Management, LLC Sold out -556,357-556.4k
Cercano Management LLC Sold out -521,404-521.4k
Betterment LLC Reduced -105,513-105.5k
Atria Investments, Inc Reduced -66,948-66.9k
Mariner, LLC Reduced -52,648-52.6k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -52,124-52.1k
Transform Wealth, LLC Sold out -36,042-36.0k
Apollon Wealth Management, LLC Reduced -31,284-31.3k
OneDigital Investment Advisors LLC Reduced -30,423-30.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -19,119-19.1k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sound Income Strategies, LLC 2.30% of their portfolio FT LAUDERDALE, FL 1,017,8441.0m $38.9m $38.9m 2.30% Added +21.8k +21,759
2 ASSETMARK, INC 0.10% of their portfolio CONCORD, CA 976,603976.6k $37.3m $37.3m 0.10% Added +75.0k +74,953
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 626,154626.2k $23.9m $23.9m 0.00% Added +15.3k +15,301
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 584,973585.0k $22.4m $22.4m 0.01% Reduced -19.1k -19,119
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 480,757480.8k $18.4m $18.4m 0.00% Added +63.8k +63,755
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 370,043370.0k $14.1m $14.1m 0.00% Added +172.9k +172,939
7 Summit Financial, LLC 0.32% of their portfolio PARSIPPANY, NJ 301,221301.2k $11.5m $11.5m 0.32% New
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 262,595262.6k $10.0m $10.0m 0.00% Added +8.4k +8,438
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 256,522256.5k $9.8m $9.8m 0.00% Added +80.5k +80,512
10 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 239,423239.4k $9.2m $9.2m 0.03% Added +25.4k +25,411
11 Betterment LLC 0.02% of their portfolio NEW YORK, NY 230,035230.0k $8.8m $8.8m 0.02% Reduced -105.5k -105,513
12 Vontobel Holding Ltd. 0.03% of their portfolio ZURICH, V8 210,709210.7k $8.1m $8.1m 0.03% Reduced -6.6k -6,644
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 208,196208.2k $8.0m $8.0m 0.00% Added +33.0k +33,006
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 205,155205.2k $7.8m $7.8m 0.00% Added +74.2k +74,196
15 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 142,553142.6k $5.5m $5.5m 0.02% Added +11.9k +11,912
16 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 119,330119.3k $4.6m $4.6m 0.00% Added +10.8k +10,750
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 111,921111.9k $4.3m $4.3m 0.01% Added +29.0k +28,988
18 Kestra Investment Management, LLC 0.05% of their portfolio AUSTIN, TX 95,03295.0k $3.1m $3.1m 0.05% Added +87.7k +87,746
19 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 88,27588.3k $3.4m $3.4m 0.00% Added +24.2k +24,200
20 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 86,98987.0k $3.3m $3.3m 0.04% Reduced -30.4k -30,423
21 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 83,14783.1k $3.2m $3.2m 0.03% Added +277 +277
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 71,27971.3k $2.7m $2.7m 0.00% Added +65.4k +65,366
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 68,22268.2k $2.6m $2.6m 0.00% Added +10.0k +10,021
24 Koss-Olinger Consulting, LLC 0.22% of their portfolio GAINESVILLE, FL 67,44267.4k $2.6m $2.6m 0.22% Reduced -2.2k -2,220
25 Mount Lucas Management LP 1.21% of their portfolio Newtown, PA 67,14267.1k $2.6m $2.6m 1.21% Reduced -1.2k -1,186
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 66,04066.0k $2.5m $2.5m 0.00% Added +20.3k +20,334
27 Mariner, LLC 0.00% of their portfolio Overland Park, KS 56,16856.2k $2.1m $2.1m 0.00% Reduced -52.6k -52,648
28 Tidal Investments LLC 0.02% of their portfolio Milwaukee, WI 52,31952.3k $2.0m $2.0m 0.02% Reduced -2.2k -2,196
29 FOCUS Wealth Advisors, LLC 1.10% of their portfolio HOUSTON, TX 52,18852.2k $2.0m $2.0m 1.10% Added +3.5k +3,505
30 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 46,40046.4k $1.8m $1.8m 0.00% Reduced -13.4k -13,402
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 45,83945.8k $1.8m $1.8m 0.00% Reduced -84 -84
32 Nilsine Partners, LLC 0.15% of their portfolio GREENWOOD VILLAGE, CO 36,22036.2k $1.4m $1.4m 0.15% Reduced -637 -637
33 Redhawk Wealth Advisors, Inc. 0.17% of their portfolio MINNEAPOLIS, MN 33,90133.9k $1.3m $1.3m 0.17% New
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,29033.3k $1.3m $1.3m 0.00% Reduced -5.1k -5,074
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,16329.2k $1.1m $1.1m 0.00% Reduced -8.3k -8,309
36 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 27,91627.9k $1.1m $1.1m 0.02% Reduced -31.3k -31,284
37 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 27,74827.7k $1.1m $1.1m 0.06% Reduced -1.7k -1,679
38 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 26,49826.5k $1.0m $1.0m 0.01% Added +6.9k +6,910
39 Ascent Group, LLC 0.04% of their portfolio VIRGINIA BEACH, VA 24,58124.6k $939.7k $939.7k 0.04% New
40 Portfolio Design Labs, LLC 0.19% of their portfolio ENCINO, CA 24,35024.4k $930.9k $930.9k 0.19% Unchanged
41 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 24,01824.0k $918.2k $918.2k 0.01% Added +14.5k +14,487
42 Advisory Alpha, LLC 0.03% of their portfolio HOLLAND, MI 23,80523.8k $910.1k $910.1k 0.03% Reduced -843 -843
43 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 22,80922.8k $872.0k $872.0k 0.04% New
44 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 22,37722.4k $852.6k $852.6k 0.00% Added +10.9k +10,885
45 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 21,61721.6k $826.4k $826.4k 0.01% Reduced -66.9k -66,948
46 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 20,75020.8k $793.3k $793.3k 0.01% Reduced -10.7k -10,704
47 Optivise Advisory Services LLC 0.44% of their portfolio FRANKLIN, TN 20,67220.7k $790.3k $790.3k 0.44% Reduced -488 -488
48 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 20,25120.3k $774.2k $774.2k 0.00% Added +1.0k +1,034
49 OVERSEA-CHINESE BANKING Corp Ltd 0.02% of their portfolio SINGAPORE, U0 17,94417.9k $686.0k $686.0k 0.02% Reduced -3.2k -3,167
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,77217.8k $679.4k $679.4k 0.00% New
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,19216.2k $619.0k $619.0k 0.00% New
52 Ariadne Wealth Management, LP 0.29% of their portfolio SANTA BARBARA, CA 14,91014.9k $564.2k $564.2k 0.29% Unchanged
53 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 14,61914.6k $558.9k $558.9k 0.01% New
54 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,40214.4k $550.6k $550.6k 0.01% Reduced -553 -553
55 NAPA WEALTH MANAGEMENT 0.28% of their portfolio Napa, CA 12,79412.8k $489.1k $489.1k 0.28% Reduced -5.6k -5,602
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,70112.7k $485.6k $485.6k 0.00% Added +4.1k +4,100
57 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 12,54712.5k $479.7k $479.7k 0.00% Added +2.7k +2,720
58 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,38812.4k $473.6k $473.6k 0.00% Added +4.6k +4,576
59 SFG Wealth Management, LLC. 0.22% of their portfolio TOWSON, MD 11,71511.7k $447.9k $447.9k 0.22% New
60 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,88510.9k $416.1k $416.1k 0.00% Reduced -607 -607
61 IAMS WEALTH MANAGEMENT, LLC 0.19% of their portfolio OMAHA, NE 10,83310.8k $414.1k $414.1k 0.19% New
62 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,52910.5k $402.5k $402.5k 0.00% Added +1.2k +1,205
63 Yoffe Investment Management, LLC 0.59% of their portfolio LEMOYNE, PA 10,51210.5k $401.9k $401.9k 0.59% Reduced -1 -1
64 High Net Worth Advisory Group LLC 0.11% of their portfolio NAPLES, FL 10,00010.0k $382.3k $382.3k 0.11% Unchanged
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,9399.9k $380.0k $380.0k 0.00% Reduced -100 -100
66 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 9,6419.6k $368.6k $368.6k 0.01% Added +3.2k +3,247
67 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,5609.6k $365.5k $365.5k 0.01% Unchanged
68 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 9,5139.5k $363.7k $363.7k 0.02% Added +552 +552
69 Ocean Park Asset Management, LLC 0.01% of their portfolio SANTA MONICA, CA 7,7617.8k $296.7k $296.7k 0.01% Unchanged
70 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $291.0k $291.0k 0.00% Unchanged
71 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 6,9707.0k $266.5k $266.5k 0.00% Reduced -4.4k -4,400
72 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,5636.6k $250.9k $250.9k 0.01% Reduced -2.4k -2,427
73 New Insight Wealth Advisors 0.11% of their portfolio SAN RAMON, CA 6,4626.5k $247.0k $247.0k 0.11% Added +110 +110
74 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 6,2286.2k $225.5k $225.5k 0.00% Added +120 +120
75 Alternative Investment Advisors, LLC. 0.12% of their portfolio Maitland, FL 5,8925.9k $225.3k $225.3k 0.12% Reduced -32 -32
76 Synergy Asset Management, LLC 0.03% of their portfolio VANCOUVER, WA 5,8335.8k $223.0k $223.0k 0.03% Added +753 +753
77 DARK FOREST CAPITAL MANAGEMENT LP 0.01% of their portfolio NEW YORK, NY 5,7315.7k $219.1k $219.1k 0.01% Reduced -40 -40
78 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,6994.7k $179.6k $179.6k 0.01% Reduced -69 -69
79 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,6574.7k $178.0k $178.0k 0.00% Reduced -7 -7
80 Aspect Partners, LLC 0.10% of their portfolio FAIRFAX, VA 4,4144.4k $168.7k $168.7k 0.10% Unchanged
81 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,3903.4k $129.6k $129.6k 0.00% Added +729 +729
82 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 2,9503.0k $112.8k $112.8k 0.00% Unchanged
83 HORIZON FINANCIAL SERVICES, LLC 0.06% of their portfolio WINSTON SALEM, NC 2,9332.9k $112.1k $112.1k 0.06% Reduced -1 -1
84 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,3002.3k $87.9k $87.9k 0.00% Added +1.4k +1,415
85 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,9552.0k $74.7k $74.7k 0.00% Reduced -1.4k -1,438
86 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,6081.6k $61.5k $61.5k 0.00% Added +540 +540
87 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 1,5891.6k $60.7k $60.7k 0.01% Unchanged
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,4191.4k $54.0k $54.0k 0.00% Unchanged
89 Park Place Capital Corp 0.01% of their portfolio Homewood, AL 1,3331.3k $51.0k $51.0k 0.01% Unchanged
90 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,2681.3k $48.5k $48.5k 0.00% Unchanged
91 COLDSTREAM CAPITAL MANAGEMENT INC 0.00% of their portfolio BELLEVUE, WA 797797 $30.5k $30.5k 0.00% New
92 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 451451 $17.2k $17.2k 0.01% Reduced -38 -38
93 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 434434 $16.6k $16.6k 0.00% New
94 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 421421 $16.1k $16.1k 0.00% Unchanged
95 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 360360 $13.7k $13.7k 0.01% New
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 340340 $13.0k $13.0k 0.00% Reduced -31 -31
97 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 200200 $7.6k $7.6k 0.00% Unchanged
98 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 118118 $4.5k $4.5k 0.00% Unchanged
99 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 108108 $4.1k $4.1k 0.00% Unchanged
100 Pflug Koory, LLC 0.00% of their portfolio OMAHA, NE 107107 $4.1k $4.1k 0.00% Unchanged