We are live on ! Find out more
CEMB icon

iShares JPMorgan EM Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2831 (+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%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.78M +$1.87M +36,530 +27%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.99M +$101K +1,978 +3%
UBS Group
3
UBS Group
Switzerland
$3.1M -$282K -5,500 -8%
Bank of America
4
Bank of America
North Carolina
$2.26M +$365K +7,111 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.07M +$446K +8,706 +28%
WA
6
WESPAC Advisors
California
$2.02M +$388K +7,575 +24%
PAS
7
Partnervest Advisory Services
California
$1.65M -$24.6K -480 -1%
LPL Financial
8
LPL Financial
California
$1.55M +$70.8K +1,382 +5%
EWA
9
EP Wealth Advisors
California
$1.18M -$999K -19,480 -46%
OAM
10
Oppenheimer Asset Management
New York
$1.14M +$94.8K +1,850 +9%
AG
11
Advisor Group
Arizona
$902K -$7.18K -140 -0.8%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$874K +$301K +5,878 +53%
JP Morgan Chase
13
JP Morgan Chase
New York
$850K -$14K -274 -2%
RJA
14
Raymond James & Associates
Florida
$676K -$718 -14 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$566K +$769 +15 +0.1%
Jane Street
16
Jane Street
New York
$496K -$30.3K -592 -6%
VF
17
Virtu Financial
New York
$436K +$434K +8,465 New
Stifel Financial
18
Stifel Financial
Missouri
$360K -$4.31K -84 -1%
CG
19
Colony Group
Massachusetts
$354K +$352K +6,875 New
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$310K +$154K +3,000 New
BIA
21
Biondo Investment Advisors
Pennsylvania
$224K +$223K +4,345 New
NA
22
NewEdge Advisors
Louisiana
$219K +$32.7K +638 +18%
LS
23
Lattice Strategies
Pennsylvania
$205K -$65.4K -1,275 -24%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202K +$84.4K +1,646 +72%
Wells Fargo
25
Wells Fargo
California
$63K +$62.7K +1,223 New

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.