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iShares JPMorgan EM Corporate Bond ETF
CEMB

42 hedge funds and large institutions have $39M invested in iShares JPMorgan EM Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 40 → 42 (+2)

3% less capital invested

Capital invested by funds: $40.3M → $39M (-$1.27M)

3.14% less ownership

Funds ownership: 46.46% → 43.32% (-3.1%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.14M
2
Wells Fargo
Wells Fargo
California
+$1.9M
3
HFS
HL Financial Services
Kentucky
+$637K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$431K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$429K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.03M
2
VF
Virtu Financial
New York
-$1.49M
3
Jane Street
Jane Street
New York
-$1.46M
4
WA
WESPAC Advisors
California
-$984K
5
LPL Financial
LPL Financial
California
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$356K +$32.9K +651 +10%
VF
27
Virtu Financial
New York
$302K -$1.49M -29,431 -83%
CA
28
Calton & Associates
Florida
$242K +$245K +4,835 New
BTS
29
BB&T Securities
Virginia
$225K +$228K +4,515 New
CG
30
Colony Group
Massachusetts
$215K -$130K -2,570 -37%
LS
31
Lattice Strategies
Pennsylvania
$204K +$2.53K +50 +1%
AGA
32
Accuvest Global Advisors
Utah
$149K +$911 +18 +0.6%
Deutsche Bank
33
Deutsche Bank
Germany
$80K +$81.8K +1,616 New
AF
34
Advisornet Financial
Minnesota
$75K – – –
SWP
35
Stratos Wealth Partners
Ohio
$74K -$45.5K -899 -38%
TFO
36
Tarbox Family Office
California
$39K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$32K – – –
Citigroup
38
Citigroup
New York
$9K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$7K -$478K -9,443 -99%
GWM
40
Geneos Wealth Management
Colorado
$2K +$810 +16 +55%
MWM
41
MinichMacGregor Wealth Management
New York
$1K – – –
WA
42
WESPAC Advisors
California
– -$984K -19,301 Closed
EWA
43
EP Wealth Advisors
California
– -$424K -8,311 Closed
ASN
44
Advisory Services Network
Georgia
– -$42K -817 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
– -$24K -468 Closed
GI
46
Gradient Investments
Minnesota
– -$2K -45 Closed
1
2

CEMB Hedge Fund Activity: Q1 2018 in Review

42 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q1 2018, worth a combined $39M — down 3.2% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CEMB positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.14M. The largest seller was Morgan Stanley, cutting an estimated $2.03M.

  • 42 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q1 2018, up from 40 in Q4 2017.
  • Funds reported $39M of iShares JPMorgan EM Corporate Bond ETF stock for Q1 2018, down 3.2% quarter-over-quarter.
  • 7 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q1 2018 and 5 closed out, a net change of +2 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q1 2018 was Citadel Advisors, an estimated $2.14M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q1 2018 was Morgan Stanley, an estimated $2.03M sold.

Based on aggregated 13F filings for Q1 2018.