We are live on ! Find out more
CEMB icon

iShares JPMorgan EM Corporate Bond ETF

35 hedge funds and large institutions have $58.3M invested in iShares JPMorgan EM Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

30% more funds holding

Funds holding: 2735 (+8)

16% more capital invested

Capital invested by funds: $50M → $58.3M (+$8.24M)

0.82% less ownership

Funds ownership: 32.09%31.26% (-0.82%)

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.2M +$9.16M +178,176 +954%
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$7.58M +$7.53M +146,400 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$5.84M +$436K +8,484 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.98M +$1.34M +26,081 +51%
Citadel Advisors
5
Citadel Advisors
Florida
$3.83M -$5.38M -104,618 -59%
CIBC Asset Management
6
CIBC Asset Management
Ontario, Canada
$3.09M +$3.07M +59,722 New
AI
7
Aperture Investors
New York
$3.02M +$3M +58,388 New
Ameriprise
8
Ameriprise
Minnesota
$2.77M -$2.18M -42,395 -44%
IF
9
IRON Financial
Illinois
$2.71M +$2.69M +52,377 New
OAM
10
Oppenheimer Asset Management
New York
$1.77M +$196K +3,818 +13%
B
11
Bellecapital
Switzerland
$1.5M
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.43M +$112K +2,174 +9%
Wells Fargo
13
Wells Fargo
California
$1.39M +$1.04M +20,218 +306%
AWM
14
AE Wealth Management
Kansas
$1.25M +$360K +6,998 +41%
PF
15
Phoenix Financial
Israel
$1.18M +$1.85K +36 +0.2%
UBS Group
16
UBS Group
Switzerland
$1.16M +$92.6K +1,801 +9%
SFG
17
StrategIQ Financial Group
Indiana
$980K -$174K -3,389 -15%
Bank of America
18
Bank of America
North Carolina
$942K +$168K +3,277 +22%
UIA
19
UBP Investment Advisors
Switzerland
$820K
DAS
20
Dynamic Advisor Solutions
Arizona
$499K +$155K +3,020 +46%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$440K +$30.1K +585 +7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$388K -$12.5K -243 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$380K +$378K +7,344 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$271K -$43.3K -842 -14%
SS
25
Simplicity Solutions
Minnesota
$210K +$209K +4,061 New

CEMB Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan EM Corporate Bond ETF (CEMB) for Q4 2019, worth a combined $58.3M — up 16% from $50M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CEMB positions and 4 closed out — a net gain of 8 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.16M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $7.76M sold.

  • 35 institutional investors held iShares JPMorgan EM Corporate Bond ETF (CEMB) as of Q4 2019, up from 27 in Q3 2019.
  • Funds reported $58.3M of iShares JPMorgan EM Corporate Bond ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 12 funds opened new iShares JPMorgan EM Corporate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
  • The largest iShares JPMorgan EM Corporate Bond ETF buyer in Q4 2019 was Morgan Stanley, an estimated $9.16M added.
  • The largest iShares JPMorgan EM Corporate Bond ETF seller in Q4 2019 was Flow Traders U.S., an estimated $7.76M sold.

Based on aggregated 13F filings for Q4 2019.