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iShares JPMorgan EM Corporate Bond ETF

66 hedge funds and large institutions have $158M invested in iShares JPMorgan EM Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

44% more capital invested

Capital invested by funds: $110M → $158M (+$48.4M)

32% more funds holding

Funds holding: 5066 (+16)

4.94% more ownership

Funds ownership: 43.37%48.31% (+4.9%)

Holders
66
Holders Change
+16
Holders Change %
+32%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
26
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
ShoreHaven Wealth Partners
New Jersey
$1.41M +$1.42M +27,115 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$1.35M +$1.36M +25,895 New
Creative Planning
28
Creative Planning
Kansas
$1.34M +$1.36M +25,821 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.18M +$867K +16,513 +270%
SFG
30
StrategIQ Financial Group
Indiana
$982K +$38.6K +734 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$876K +$886K +16,860 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$830K +$587K +11,179 +233%
DAS
33
Dynamic Advisor Solutions
Arizona
$700K +$84.5K +1,609 +14%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$675K -$979K -18,635 -59%
Bank of America
35
Bank of America
North Carolina
$654K -$127K -2,421 -16%
OIA
36
OneDigital Investment Advisors
Kansas
$648K +$31.8K +605 +5%
Ameriprise
37
Ameriprise
Minnesota
$572K -$1.45M -27,657 -72%
Deutsche Bank
38
Deutsche Bank
Germany
$569K +$242K +4,605 +73%
Prudential Financial
39
Prudential Financial
New Jersey
$546K +$276K +5,250 +100%
UIA
40
UBP Investment Advisors
Switzerland
$500K
NRI
41
NFP Retirement Inc
California
$499K +$105 +2 +0%
Osaic Holdings
42
Osaic Holdings
Arizona
$499K -$255K -4,858 -34%
AWM
43
Activest Wealth Management
Florida
$450K +$454K +8,650 New
BWA
44
Beam Wealth Advisors
Louisiana
$440K -$54.4K -1,036 -11%
Truist Financial
45
Truist Financial
North Carolina
$433K +$29.9K +569 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$354K +$4.57K +87 +1%
AP
47
Advisor Partners
California
$346K +$349K +6,650 New
ACM
48
Anfield Capital Management
California
$324K +$328K +6,239 New
LPL Financial
49
LPL Financial
California
$244K -$35.4K -673 -13%
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$218K +$15.8K +300 +8%

CEMB Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q1 2021, worth a combined $158M — up 44% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CEMB positions and 4 closed out — a net gain of 16 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $22.8M. The largest seller was Jane Street, exiting entirely with an estimated $4.73M sold.

  • 66 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $158M of iShares JPMorgan EM Corporate Bond ETF stock for Q1 2021, up 44% quarter-over-quarter.
  • 20 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q1 2021 and 4 closed out, a net change of +16 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q1 2021 was Eaton Vance Management, an estimated $22.8M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q1 2021 was Jane Street, an estimated $4.73M sold.

Based on aggregated 13F filings for Q1 2021.