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iShares JPMorgan USD Emerging Markets Bond ETF

656 hedge funds and large institutions have $12.1B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 290 increasing their positions, 155 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

87% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 155

29% more call options, than puts

Call options by funds: $481M | Put options by funds: $373M

14% more funds holding

Funds holding: 576656 (+80)

6% more capital invested

Capital invested by funds: $11.4B → $12.1B (+$732M)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.73% more ownership

Funds ownership: 75.49%77.23% (+1.7%)

Holders
656
Holders Change
+80
Holders Change %
+13.89%
% of All Funds
12.93%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
148
Increased
290
Reduced
155
Closed
60
Calls
$481M
Puts
$373M
Net Calls
+$109M
Net Calls Change
+$662M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
226
Symmetry Partners
Connecticut
$3.29M
MCIA
227
Mountain Capital Investment Advisors
Colorado
$3.26M +$3.21M +28,407 New
NSB
228
Norway Savings Bank
Maine
$3.24M +$216K +1,909 +7%
IWC
229
Integrated Wealth Concepts
Massachusetts
$3.22M +$493K +4,367 +18%
VC
230
Vicus Capital
Pennsylvania
$3.2M -$233K -2,065 -7%
MA
231
Mutual Advisors
Nebraska
$3.11M +$428K +3,785 +16%
AWMG
232
Alliance Wealth Management Group
New Jersey
$3.05M +$36K +319 +1%
ECM
233
ExodusPoint Capital Management
New York
$3M +$2.96M +26,189 New
DY
234
Dowling & Yahnke
California
$2.97M +$14.5K +128 +0.5%
MWA
235
Martel Wealth Advisors
Washington
$2.89M +$37.6K +333 +1%
RIM
236
Rampart Investment Management
Connecticut
$2.87M -$109K -964 -4%
BCM
237
Brookstone Capital Management
Illinois
$2.85M -$105K -926 -4%
CWG
238
Cornerstone Wealth Group
North Carolina
$2.85M +$114K +1,013 +4%
HW
239
Hancock Whitney
Mississippi
$2.77M +$505K +4,467 +23%
MPPLM
240
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.77M +$97.7K +865 +4%
PA
241
PFG Advisors
Arizona
$2.74M +$132K +1,168 +5%
HCM
242
HMS Capital Management
Tennessee
$2.66M +$81.1K +718 +3%
IP
243
Intellectus Partners
California
$2.63M +$308K +2,729 +13%
BFM
244
Broadview Financial Management
Wisconsin
$2.6M +$2.56M +22,682 New
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$2.56M +$71.5K +633 +3%
RSWM
246
Robertson Stephens Wealth Management
California
$2.54M +$199K +1,764 +9%
Citadel Advisors
247
Citadel Advisors
Florida
$2.52M -$28.2M -249,327 -92%
SPC
248
Sigma Planning Corp
Michigan
$2.51M +$1.23M +10,870 +99%
HR
249
Hardy Reed
Mississippi
$2.5M
AP
250
Agilis Partners
Massachusetts
$2.48M

EMB Hedge Fund Activity: Q4 2019 in Review

656 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2019, worth a combined $12.1B — up 6.4% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new EMB positions and 60 closed out — a net gain of 88 holders — while 290 added to existing stakes and 155 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $94.2M. The largest seller was ING Group, exiting entirely with an estimated $181M sold.

  • 656 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2019, up from 576 in Q3 2019.
  • Funds reported $12.1B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 148 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2019 was SG Americas Securities, an estimated $94.2M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2019 was ING Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2019.