iShares JPMorgan EM Corporate Bond ETF
CEMB
31 hedge funds and large institutions have $34.6M invested in iShares JPMorgan EM Corporate Bond ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $31M → $34.6M (+$3.55M)
11% more funds holding
Funds holding: 28 → 31 (+3)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
2.43% more ownership
Funds ownership: 40.65% → 43.08% (+2.4%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.87M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$446K |
| 3 |
VF
Virtu Financial
New York
|
+$434K |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
+$388K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$365K |
Top Sellers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$999K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$282K |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$201K |
| 4 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$65.4K |
| 5 |
Jane Street
New York
|
-$30.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFO
26
Tarbox Family Office
Newport Beach,
California
| $40K | +$39.6K | +773 | New |
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| $30K | – | – | – |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $24K | -$359 | -7 | -2% |
|
29
Citigroup
New York
| $10K | – | – | – |
|
|
MWM
30
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $1K | – | – | – |
|
|
LI
31
LVZ Inc
Holland,
Michigan
| – | -$201K | -3,947 | Closed |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -102 | Closed |
|
CEMB Hedge Fund Activity: Q3 2017 in Review
31 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q3 2017, worth a combined $34.6M — up 11% from $31M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CEMB positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.87M. The largest seller was EP Wealth Advisors, cutting an estimated $999K.
- 31 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q3 2017, up from 28 in Q2 2017.
- Funds reported $34.6M of iShares JPMorgan EM Corporate Bond ETF stock for Q3 2017, up 11% quarter-over-quarter.
- 6 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q3 2017 and 2 closed out, a net change of +4 holders.
- The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q3 2017 was Morgan Stanley, an estimated $1.87M added.
- The largest iShares JPMorgan EM Corporate Bond ETF seller in Q3 2017 was EP Wealth Advisors, an estimated $999K sold.
Based on aggregated 13F filings for Q3 2017.