Vault-13

ISHARES INC EMHY

JP MRGN EM HI BD · ETP · CUSIP 464286285

105 institutional holders +6 vs Q2 2025
8,243,1938.2m shares reported held*
$328.1mreported value*
18 new 44 added 26 reduced 9 sold out net bought ≈ $31.1m (+884.2k 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 ($184.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.80.

Trends to Q3 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: 99Q3 25: 105105Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025105

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 43 bought or addedQ2 25: 57 cut or sold outQ3 25: 62 bought or addedQ3 25: 35 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232939
Q1 20244530
Q2 20245231
Q3 20243555
Q4 20246529
Q1 20255350
Q2 20254357
Q3 20256235

Biggest buyers

Horizon Wealth Management, LLC New +254,090+254.1k
Redhawk Wealth Advisors, Inc. New +145,864+145.9k
Strategic Investment Advisors / MI New +129,331+129.3k
Atria Investments, Inc Added +115,613+115.6k
Mariner, LLC Added +105,203+105.2k
ASSETMARK, INC Added +102,949+102.9k
NorthCoast Asset Management LLC New +102,162+102.2k
JANE STREET GROUP, LLC New +97,820+97.8k
Ocean Park Asset Management, LLC Added +95,139+95.1k
BANK OF AMERICA CORP /DE/ Added +88,375+88.4k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -144,965-145.0k
UBS Group AG Reduced -144,847-144.8k
Betterment LLC Reduced -107,655-107.7k
Kestra Investment Management, LLC Reduced -56,033-56.0k
ROYAL BANK OF CANADA Reduced -43,196-43.2k
OneDigital Investment Advisors LLC Sold out -36,471-36.5k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Reduced -35,810-35.8k
MML INVESTORS SERVICES, LLC Reduced -34,534-34.5k
AMERIPRISE FINANCIAL INC Reduced -30,598-30.6k
Bank of New York Mellon Corp Reduced -30,315-30.3k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ASSETMARK, INC 0.10% of their portfolio CONCORD, CA 1,144,4821.1m $45.4m $45.4m 0.10% Added +102.9k +102,949
2 Sound Income Strategies, LLC 2.17% of their portfolio FT LAUDERDALE, FL 1,002,6091.0m $39.7m $39.7m 2.17% Reduced -15.8k -15,833
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 714,167714.2k $28.3m $28.3m 0.00% Added +58.3k +58,347
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 498,198498.2k $19.8m $19.8m 0.00% Added +7.9k +7,877
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 332,266332.3k $13.2m $13.2m 0.00% Added +88.4k +88,375
6 Summit Financial, LLC 0.19% of their portfolio PARSIPPANY, NJ 318,239318.2k $12.6m $12.6m 0.19% Added +10.5k +10,486
7 Horizon Wealth Management, LLC 1.48% of their portfolio LA GRANGE, IL 254,090254.1k $10.1m $10.1m 1.48% New
8 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 249,896249.9k $9.9m $9.9m 0.03% Added +10.5k +10,473
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 247,791247.8k $9.8m $9.8m 0.00% Added +67.5k +67,475
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 243,696243.7k $9.7m $9.7m 0.00% Added +10.0k +10,031
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 222,923222.9k $8.8m $8.8m 0.00% Reduced -145.0k -144,965
12 Vontobel Holding Ltd. 0.02% of their portfolio ZURICH, V8 196,637196.6k $7.8m $7.8m 0.02% Added +7.5k +7,533
13 Mariner, LLC 0.01% of their portfolio Overland Park, KS 162,311162.3k $6.4m $6.4m 0.01% Added +105.2k +105,203
14 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 152,300152.3k $6.0m $6.0m 0.00% Added +25.5k +25,500
15 Betterment LLC 0.01% of their portfolio NEW YORK, NY 147,330147.3k $5.8m $5.8m 0.01% Reduced -107.7k -107,655
16 Redhawk Wealth Advisors, Inc. 0.67% of their portfolio MINNEAPOLIS, MN 145,864145.9k $5.8m $5.8m 0.67% New
17 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 138,010138.0k $5.5m $5.5m 0.06% Added +115.6k +115,613
18 Strategic Investment Advisors / MI 0.01% of their portfolio FARMINGTON HILLS, MI 129,331129.3k $86.3k $86.3k 0.01% New
19 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 113,273113.3k $4.5m $4.5m 0.01% Added +14.9k +14,893
20 FIG FINANCIAL ADVISORY SERVICES INC /ADV 2.63% of their portfolio OKLAHOMA CITY, OK 105,648105.6k $4.2m $4.2m 2.63% Reduced -35.8k -35,810
21 Ocean Park Asset Management, LLC 0.17% of their portfolio SANTA MONICA, CA 102,900102.9k $4.1m $4.1m 0.17% Added +95.1k +95,139
22 NorthCoast Asset Management LLC 0.02% of their portfolio STAMFORD, CT 102,162102.2k $4.1m $4.1m 0.02% New
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 97,82097.8k $3.9m $3.9m 0.00% New
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 93,93493.9k $3.7m $3.7m 0.01% Added +9.5k +9,512
25 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 92,53592.5k $3.7m $3.7m 0.02% Added +5.5k +5,487
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 88,16288.2k $3.5m $3.5m 0.00% Reduced -144.8k -144,847
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 84,06584.1k $3.3m $3.3m 0.00% Reduced -30.6k -30,598
28 Mount Lucas Management LP 1.23% of their portfolio Newtown, PA 68,85668.9k $2.7m $2.7m 1.23% Added +1.5k +1,455
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 58,58458.6k $2.3m $2.3m 0.00% Reduced -43.2k -43,196
30 Koss-Olinger Consulting, LLC 0.19% of their portfolio GAINESVILLE, FL 58,18558.2k $2.3m $2.3m 0.19% Unchanged
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 56,59856.6k $2.2m $2.2m 0.00% New
32 FOCUS Wealth Advisors, LLC 1.01% of their portfolio HOUSTON, TX 52,73452.7k $2.1m $2.1m 1.01% Added +232 +232
33 Kestra Investment Management, LLC 0.06% of their portfolio AUSTIN, TX 52,46152.5k $2.1m $2.1m 0.06% Reduced -56.0k -56,033
34 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 52,29252.3k $2.1m $2.1m 0.01% Added +7.1k +7,136
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 46,76646.8k $1.9m $1.9m 0.00% Added +2.7k +2,689
36 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 42,75642.8k $1.7m $1.7m 0.00% Reduced -3.1k -3,133
37 Diversify Advisory Services, LLC 0.06% of their portfolio SANDY, UT 41,96642.0k $1.7m $1.7m 0.06% New
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 41,69641.7k $1.7m $1.7m 0.00% Reduced -34.5k -34,534
39 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 38,57538.6k $1.5m $1.5m 0.00% Added +10.6k +10,600
40 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 36,12936.1k $1.4m $1.4m 0.00% Reduced -5.9k -5,916
41 Nilsine Partners, LLC 0.12% of their portfolio GREENWOOD VILLAGE, CO 34,80134.8k $1.4m $1.4m 0.12% Reduced -1.9k -1,854
42 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 32,21732.2k $1.3m $1.3m 0.03% Added +1.9k +1,929
43 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 32,14232.1k $1.3m $1.3m 0.04% Added +2.6k +2,601
44 Kensington Asset Management, LLC 0.08% of their portfolio AUSTIN, TX 31,92331.9k $1.3m $1.3m 0.08% Not comparable
45 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 29,24529.2k $1.2m $1.2m 0.04% Added +1.7k +1,661
46 Impact Partnership Wealth, LLC 0.17% of their portfolio MARIETTA, GA 28,56128.6k $1.1m $1.1m 0.17% Added +15.2k +15,196
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,96024.0k $947.1k $947.1k 0.00% Added +3.5k +3,453
48 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 22,36322.4k $887.6k $887.6k 0.02% New
49 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 21,14221.1k $823.8k $823.8k 0.00% Added +10.6k +10,589
50 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 20,27320.3k $804.7k $804.7k 0.02% New
51 Portfolio Strategies, Inc. 0.09% of their portfolio MONTVALE, NJ 18,99519.0k $753.9k $753.9k 0.09% New
52 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,36716.4k $649.6k $649.6k 0.00% Added +4.2k +4,235
53 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 15,64215.6k $620.8k $620.8k 0.01% Added +2.1k +2,093
54 Ariadne Wealth Management, LP 0.27% of their portfolio SANTA BARBARA, CA 14,91014.9k $598.9k $598.9k 0.27% Unchanged
55 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 14,60714.6k $579.8k $579.8k 0.00% Added +1.3k +1,315
56 McAdam, LLC 0.03% of their portfolio Philadelphia, PA 13,64513.6k $541.6k $541.6k 0.03% Added +2.1k +2,120
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,63513.6k $541.2k $541.2k 0.00% New
58 NAPA WEALTH MANAGEMENT 0.24% of their portfolio Napa, CA 12,83312.8k $509.3k $509.3k 0.24% Added +273 +273
59 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,31212.3k $489.0k $489.0k 0.00% Added +1.6k +1,566
60 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,75210.8k $426.8k $426.8k 0.00% Reduced -30.0k -30,004
61 Yoffe Investment Management, LLC 0.54% of their portfolio LEMOYNE, PA 10,51310.5k $417.2k $417.2k 0.54% Unchanged
62 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,04110.0k $398.5k $398.5k 0.00% Reduced -30.3k -30,315
63 High Net Worth Advisory Group LLC 0.10% of their portfolio NAPLES, FL 10,00010.0k $396.9k $396.9k 0.10% Unchanged
64 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 9,5699.6k $379.8k $379.8k 0.01% Unchanged
65 Global View Capital Management LLC 0.07% of their portfolio WAUKESHA, WI 8,4648.5k $335.9k $335.9k 0.07% Added +654 +654
66 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,7057.7k $306.0k $306.0k 0.00% Reduced -28.6k -28,632
67 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 7,6127.6k $302.0k $302.0k 0.00% Unchanged
68 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 7,3557.4k $291.9k $291.9k 0.00% Reduced -12.0k -12,021
69 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 6,7396.7k $267.5k $267.5k 0.00% Reduced -18.3k -18,329
70 TriaGen Wealth Management LLC 0.07% of their portfolio Calabasas, CA 6,3526.4k $252.1k $252.1k 0.07% New
71 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 6,2236.2k $247.0k $247.0k 0.00% Added +115 +115
72 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,2056.2k $246.3k $246.3k 0.01% Reduced -139 -139
73 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,6475.6k $224.1k $224.1k 0.00% Reduced -1.3k -1,304
74 Alternative Investment Advisors, LLC. 0.10% of their portfolio Maitland, FL 5,4745.5k $217.3k $217.3k 0.10% Reduced -60 -60
75 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 5,2225.2k $207.3k $207.3k 0.01% New
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,6994.7k $186.5k $186.5k 0.00% Unchanged
77 HORIZON FINANCIAL SERVICES, LLC 0.09% of their portfolio WINSTON SALEM, NC 4,6504.7k $184.6k $184.6k 0.09% Added +744 +744
78 Aspect Partners, LLC 0.08% of their portfolio FAIRFAX, VA 4,4144.4k $175.2k $175.2k 0.08% Unchanged
79 COMERICA BANK 0.00% of their portfolio DALLAS, TX 3,9113.9k $155.2k $155.2k 0.00% Reduced -477 -477
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,4363.4k $136.4k $136.4k 0.00% Added +2.1k +2,097
81 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 3,1883.2k $126.5k $126.5k 0.01% New
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,8862.9k $114.5k $114.5k 0.00% Unchanged
83 Compagnie Lombard Odier SCmA 0.00% of their portfolio 1204 GENEVA, V8 2,4802.5k $98.4k $98.4k 0.00% Reduced -470 -470
84 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 1,5891.6k $63.1k $63.1k 0.01% Unchanged
85 AMERIFLEX GROUP, INC. 0.02% of their portfolio LAS VEGAS, NV 1,5701.6k $62.3k $62.3k 0.02% Added +1.1k +1,054
86 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,1891.2k $47.2k $47.2k 0.00% New
87 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 700700 $27.8k $27.8k 0.00% Reduced -445 -445
88 FMR LLC 0.00% of their portfolio BOSTON, MA 627627 $24.9k $24.9k 0.00% Added +271 +271
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 460460 $18.0k $18.0k 0.00% Added +219 +219
90 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 421421 $16.7k $16.7k 0.00% Unchanged
91 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 364364 $14.4k $14.4k 0.00% Added +4 +4
92 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 342342 $13.6k $13.6k 0.00% Added +1 +1
93 Abich Financial Wealth Management LLC 0.00% of their portfolio ASHBURN, VA 302302 $12.0k $12.0k 0.00% First filing
94 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 215215 $8.6k $8.6k 0.00% Added +89 +89
95 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 212212 $8.4k $8.4k 0.00% New
96 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 200200 $7.9k $7.9k 0.00% New
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 150150 $6.0k $6.0k 0.00% Reduced -455 -455
98 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 108108 $4.3k $4.3k 0.00% Unchanged
99 Pflug Koory, LLC 0.00% of their portfolio OMAHA, NE 107107 $4.2k $4.2k 0.00% Unchanged
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7575 $3.0k $3.0k 0.00% Reduced -425 -425