Vault-13

ISHARES INC EMHY

JP MRGN EM HI BD · ETP · CUSIP 464286285

99 institutional holders -12 vs Q1 2025
7,339,5347.3m shares reported held*
$290.9mreported value*
10 new 33 added 34 reduced 23 sold out net sold ≈ $24.0m (-622.2k 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 ($152.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.63.

Trends to Q2 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: 111Q2 25: 9999Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202599

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 38 bought or addedQ3 23: 36 cut or sold outQ4 23: 29 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 30 cut or sold outQ2 24: 52 bought or addedQ2 24: 31 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 55 cut or sold outQ4 24: 65 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 50 cut or sold outQ2 25: 43 bought or addedQ2 25: 57 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233836
Q4 20232939
Q1 20244530
Q2 20245231
Q3 20243555
Q4 20246529
Q1 20255350
Q2 20254357

Biggest buyers

FIG FINANCIAL ADVISORY SERVICES INC /ADV New +141,458+141.5k
ASSETMARK, INC Added +64,930+64.9k
ROYAL BANK OF CANADA Added +55,941+55.9k
OSAIC HOLDINGS, INC. Added +55,259+55.3k
Rockefeller Capital Management L.P. New +40,756+40.8k
Janney Montgomery Scott LLC New +36,337+36.3k
BANK OF AMERICA CORP /DE/ Added +35,695+35.7k
BlackRock, Inc. Added +29,666+29.7k
Betterment LLC Added +24,950+24.9k
BENJAMIN EDWARDS INC New +13,549+13.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -217,085-217.1k
UBS Group AG Reduced -137,034-137.0k
AMERIPRISE FINANCIAL INC Reduced -90,492-90.5k
LPL Financial LLC Reduced -82,279-82.3k
JANE STREET GROUP, LLC Sold out -71,279-71.3k
MML INVESTORS SERVICES, LLC Reduced -66,323-66.3k
D. E. Shaw & Co., Inc. Reduced -60,300-60.3k
OneDigital Investment Advisors LLC Reduced -50,518-50.5k
Redhawk Wealth Advisors, Inc. Sold out -33,901-33.9k
Bank of New York Mellon Corp Reduced -25,684-25.7k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 0.10% of their portfolio CONCORD, CA 1,041,5331.0m $40.6m $40.6m 0.10% Added +64.9k +64,930
2 Sound Income Strategies, LLC 2.28% of their portfolio FT LAUDERDALE, FL 1,018,4421.0m $39.7m $39.7m 2.28% Added +598 +598
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 655,820655.8k $25.6m $25.6m 0.00% Added +29.7k +29,666
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 490,321490.3k $19.1m $19.1m 0.00% Added +9.6k +9,564
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 367,888367.9k $14.3m $14.3m 0.00% Reduced -217.1k -217,085
6 Summit Financial, LLC 0.27% of their portfolio PARSIPPANY, NJ 307,753307.8k $12.0m $12.0m 0.27% Added +6.5k +6,532
7 Betterment LLC 0.02% of their portfolio NEW YORK, NY 254,985255.0k $9.9m $9.9m 0.02% Added +24.9k +24,950
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 243,891243.9k $9.5m $9.5m 0.00% Added +35.7k +35,695
9 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 239,423239.4k $9.3m $9.3m 0.03% Unchanged
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 233,665233.7k $9.1m $9.1m 0.00% Reduced -22.9k -22,857
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 233,009233.0k $9.1m $9.1m 0.00% Reduced -137.0k -137,034
12 Vontobel Holding Ltd. 0.02% of their portfolio ZURICH, V8 189,104189.1k $7.4m $7.4m 0.02% Reduced -21.6k -21,605
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 180,316180.3k $7.0m $7.0m 0.00% Reduced -82.3k -82,279
14 FIG FINANCIAL ADVISORY SERVICES INC /ADV 3.68% of their portfolio OKLAHOMA CITY, OK 141,458141.5k $5.5m $5.5m 3.68% New
15 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 126,800126.8k $4.9m $4.9m 0.00% Added +7.5k +7,470
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 114,663114.7k $4.5m $4.5m 0.00% Reduced -90.5k -90,492
17 Kestra Investment Management, LLC 0.06% of their portfolio AUSTIN, TX 108,494108.5k $4.2m $4.2m 0.06% Added +13.5k +13,462
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 101,780101.8k $4.0m $4.0m 0.00% Added +55.9k +55,941
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 98,38098.4k $3.8m $3.8m 0.01% Reduced -13.5k -13,541
20 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 87,04887.0k $3.4m $3.4m 0.02% Added +3.9k +3,901
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 84,42284.4k $3.3m $3.3m 0.01% Added +55.3k +55,259
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 76,23076.2k $3.0m $3.0m 0.01% Reduced -66.3k -66,323
23 Mount Lucas Management LP 1.25% of their portfolio Newtown, PA 67,40167.4k $2.6m $2.6m 1.25% Added +259 +259
24 Koss-Olinger Consulting, LLC 0.19% of their portfolio GAINESVILLE, FL 58,18558.2k $2.3m $2.3m 0.19% Reduced -9.3k -9,257
25 Mariner, LLC 0.00% of their portfolio Overland Park, KS 57,10857.1k $2.2m $2.2m 0.00% Added +940 +940
26 FOCUS Wealth Advisors, LLC 1.06% of their portfolio HOUSTON, TX 52,50252.5k $2.0m $2.0m 1.06% Added +314 +314
27 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 45,88945.9k $1.8m $1.8m 0.01% Added +12.6k +12,599
28 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 45,15645.2k $1.7m $1.7m 0.01% Reduced -7.2k -7,163
29 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 44,07744.1k $1.7m $1.7m 0.00% Reduced -24.1k -24,145
30 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 42,04542.0k $1.6m $1.6m 0.00% Reduced -4.4k -4,355
31 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 40,75640.8k $1.6m $1.6m 0.00% New
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 40,35640.4k $1.6m $1.6m 0.00% Reduced -25.7k -25,684
33 Nilsine Partners, LLC 0.14% of their portfolio GREENWOOD VILLAGE, CO 36,65536.7k $1.4m $1.4m 0.14% Added +435 +435
34 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 36,47136.5k $1.4m $1.4m 0.02% Reduced -50.5k -50,518
35 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 36,33736.3k $1.4m $1.4m 0.00% New
36 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 30,28830.3k $1.2m $1.2m 0.03% First filing
37 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 29,54129.5k $1.2m $1.2m 0.04% Added +5.7k +5,736
38 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 27,97528.0k $1.1m $1.1m 0.00% Reduced -60.3k -60,300
39 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 27,58427.6k $1.1m $1.1m 0.04% Reduced -164 -164
40 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 25,06825.1k $976.9k $976.9k 0.02% Reduced -2.8k -2,848
41 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 22,39722.4k $872.8k $872.8k 0.01% Added +780 +780
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,50720.5k $797.3k $797.3k 0.00% Added +7.8k +7,806
43 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 19,37619.4k $755.1k $755.1k 0.01% Reduced -1.4k -1,374
44 Ariadne Wealth Management, LP 0.28% of their portfolio SANTA BARBARA, CA 14,91014.9k $590.9k $590.9k 0.28% Unchanged
45 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 14,14114.1k $551.0k $551.0k 0.01% Reduced -12.4k -12,357
46 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 13,54913.5k $528.0k $528.0k 0.01% New
47 Impact Partnership Wealth, LLC 0.10% of their portfolio MARIETTA, GA 13,36513.4k $520.8k $520.8k 0.10% New
48 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 13,29213.3k $518.0k $518.0k 0.00% Added +745 +745
49 NAPA WEALTH MANAGEMENT 0.23% of their portfolio Napa, CA 12,56012.6k $489.5k $489.5k 0.23% Reduced -234 -234
50 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,13212.1k $472.8k $472.8k 0.00% Reduced -256 -256
51 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 11,52511.5k $449.1k $449.1k 0.02% Added +2.0k +2,012
52 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 10,83010.8k $422.0k $422.0k 0.01% Reduced -3.6k -3,572
53 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,74610.7k $419.0k $419.0k 0.00% Added +807 +807
54 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,55310.6k $411.3k $411.3k 0.00% Added +24 +24
55 Yoffe Investment Management, LLC 0.56% of their portfolio LEMOYNE, PA 10,51310.5k $409.7k $409.7k 0.56% Added +1 +1
56 High Net Worth Advisory Group LLC 0.10% of their portfolio NAPLES, FL 10,00010.0k $389.7k $389.7k 0.10% Unchanged
57 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,5699.6k $372.9k $372.9k 0.01% Added +9 +9
58 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,7968.8k $342.8k $342.8k 0.00% Reduced -11.5k -11,455
59 Global View Capital Management LLC 0.10% of their portfolio WAUKESHA, WI 7,8107.8k $304.4k $304.4k 0.10% New
60 Ocean Park Asset Management, LLC 0.01% of their portfolio SANTA MONICA, CA 7,7617.8k $296.7k $296.7k 0.01% Unchanged
61 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $297.0k $297.0k 0.00% Unchanged
62 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,9517.0k $270.9k $270.9k 0.00% New
63 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,3446.3k $247.2k $247.2k 0.01% Reduced -219 -219
64 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 6,1086.1k $238.0k $238.0k 0.00% Reduced -120 -120
65 New Insight Wealth Advisors 0.09% of their portfolio SAN RAMON, CA 5,8045.8k $226.2k $226.2k 0.09% Reduced -658 -658
66 Alternative Investment Advisors, LLC. 0.11% of their portfolio Maitland, FL 5,5345.5k $215.7k $215.7k 0.11% Reduced -358 -358
67 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,6994.7k $183.2k $183.2k 0.01% Unchanged
68 Aspect Partners, LLC 0.08% of their portfolio FAIRFAX, VA 4,4144.4k $172.0k $172.0k 0.08% Unchanged
69 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,3884.4k $171.0k $171.0k 0.00% Reduced -269 -269
70 HORIZON FINANCIAL SERVICES, LLC 0.08% of their portfolio WINSTON SALEM, NC 3,9063.9k $152.2k $152.2k 0.08% Added +973 +973
71 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 2,9503.0k $115.0k $115.0k 0.00% Unchanged
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,8862.9k $112.5k $112.5k 0.00% Reduced -504 -504
73 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,4082.4k $91.4k $91.4k 0.01% New
74 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 1,5891.6k $61.9k $61.9k 0.01% Unchanged
75 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,3601.4k $53.0k $53.0k 0.00% Added +92 +92
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3391.3k $52.2k $52.2k 0.00% Reduced -80 -80
77 Park Place Capital Corp 0.01% of their portfolio Homewood, AL 1,3331.3k $51.8k $51.8k 0.01% Unchanged
78 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 1,1711.2k $45.6k $45.6k 0.00% Reduced -784 -784
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,1451.1k $44.6k $44.6k 0.00% Reduced -463 -463
80 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,0001.0k $39.0k $39.0k 0.00% New
81 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 605605 $23.6k $23.6k 0.00% Reduced -1.7k -1,695
82 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 516516 $20.0k $20.0k 0.01% Added +316 +316
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 500500 $19.5k $19.5k 0.00% Added +66 +66
84 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 421421 $16.4k $16.4k 0.00% Unchanged
85 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 360360 $14.0k $14.0k 0.01% Unchanged
86 FMR LLC 0.00% of their portfolio BOSTON, MA 356356 $13.9k $13.9k 0.00% Added +311 +311
87 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 341341 $13.3k $13.3k 0.00% Added +1 +1
88 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 279279 $10.9k $10.9k 0.01% Reduced -172 -172
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 241241 $9.0k $9.0k 0.00% New
90 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 126126 $4.9k $4.9k 0.00% Added +8 +8
91 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 108108 $4.2k $4.2k 0.00% Unchanged
92 Pflug Koory, LLC 0.00% of their portfolio OMAHA, NE 107107 $4.2k $4.2k 0.00% Unchanged
93 Iron Horse Wealth Management, LLC 0.00% of their portfolio JOHSTON, IA 7070 $2.7k $2.7k 0.00% Unchanged
94 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 6060 $2.3k $2.3k 0.00% Unchanged
95 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 4949 $2.0k $2.0k 0.00% Unchanged
96 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 88 $312 $312 0.00% Unchanged
97 Vestwell Advisors, LLC 0.00% of their portfolio NEW YORK, NY 55 $19 $19 0.00% First filing
98 Semmax Financial Advisors Inc. 0.00% of their portfolio Winston Salem, NC 11 $22 $22 0.00% Unchanged
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged