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iShares JPMorgan EM Corporate Bond ETF

29 hedge funds and large institutions have $32.8M invested in iShares JPMorgan EM Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

44% more capital invested

Capital invested by funds: $22.7M → $32.8M (+$10.1M)

2.31% more ownership

Funds ownership: 24.04%26.34% (+2.3%)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.57M +$514K +10,282 +10%
Jane Street
2
Jane Street
New York
$4.79M +$3.78M +75,648 +409%
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$3.56M +$2.06M +41,200 +143%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.47M +$170K +3,404 +8%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.06M +$1.82M +36,433 +929%
OAM
6
Oppenheimer Asset Management
New York
$1.5M +$43K +860 +3%
Goldman Sachs
7
Goldman Sachs
New York
$1.36M +$1.33M +26,656 New
SFG
8
StrategIQ Financial Group
Indiana
$1.3M -$134K -2,682 -9%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$1.24M
Morgan Stanley
10
Morgan Stanley
New York
$1.19M +$401K +8,018 +53%
DG
11
Delek Group
Israel
$1.12M +$389K +7,784 +53%
UBS Group
12
UBS Group
Switzerland
$931K -$14.9K -298 -2%
UIA
13
UBP Investment Advisors
Switzerland
$806K -$346K -6,912 -30%
Bank of America
14
Bank of America
North Carolina
$775K -$142K -2,844 -16%
Wells Fargo
15
Wells Fargo
California
$691K -$38.5K -770 -5%
AWM
16
AE Wealth Management
Kansas
$623K +$612K +12,247 New
CFA
17
Carroll Financial Associates
North Carolina
$542K +$440K +8,791 +470%
NA
18
NewEdge Advisors
Louisiana
$533K +$10.4K +207 +2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$403K -$250 -5 -0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$399K +$3.6K +72 +0.9%
DAS
21
Dynamic Advisor Solutions
Arizona
$294K +$71.9K +1,438 +33%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$236K -$467K -9,330 -67%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$218K +$214K +4,276 New
AF
24
Advisornet Financial
Minnesota
$77K
AG
25
Advisor Group
Arizona
$58K +$100 +2 +0.2%

CEMB Hedge Fund Activity: Q2 2019 in Review

29 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q2 2019, worth a combined $32.8M — up 44% from $22.7M a quarter earlier.

Fund positioning in CEMB was balanced in Q2 2019: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $3.78M. The largest seller was Stone House Investment Management, exiting entirely with an estimated $595K sold.

  • 29 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $32.8M of iShares JPMorgan EM Corporate Bond ETF stock for Q2 2019, up 44% quarter-over-quarter.
  • 4 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q2 2019 and 4 closed out, a net change of 0 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $3.78M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q2 2019 was Stone House Investment Management, an estimated $595K sold.

Based on aggregated 13F filings for Q2 2019.