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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $8.87B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.68% less ownership

Funds ownership: 77.23%76.55% (-0.68%)

8% less funds holding

Funds holding: 656604 (-52)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

27% less capital invested

Capital invested by funds: $12.1B → $8.87B (-$3.26B)

34% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 122

85% less call options, than puts

Call options by funds: $149M | Put options by funds: $1.01B

Holders
604
Holders Change
-52
Holders Change %
-7.93%
% of All Funds
13.31%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
81
Increased
214
Reduced
250
Closed
122
Calls
$149M
Puts
$1.01B
Net Calls
-$865M
Net Calls Change
-$974M
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
226
White Lighthouse Investment Management
Massachusetts
$1.83M +$386K +3,504 +23%
ASN
227
Advisory Services Network
Georgia
$1.69M -$2.63M -23,822 -58%
GRP
228
Global Retirement Partners
California
$1.69M -$250K -2,272 -12%
WAS
229
Wealth Advisory Solutions
Indiana
$1.69M +$1.31M +11,923 +216%
G
230
GenTrust
Florida
$1.68M +$426K +3,862 +28%
WQ
231
Wealth Quarterback
New Jersey
$1.67M +$108K +978 +6%
BHWM
232
Bar Harbor Wealth Management
New Hampshire
$1.64M -$313K -2,841 -14%
PPSG
233
Princeton Portfolio Strategies Group
New Jersey
$1.61M +$1.84M +16,645 New
CFA
234
Cahill Financial Advisors
Minnesota
$1.6M -$4.63K -42 -0.3%
C1AG
235
Client 1st Advisory Group
Florida
$1.59M +$473K +4,287 +35%
BFC
236
Blue Fin Capital
Rhode Island
$1.58M
Marshall Wace
237
Marshall Wace
United Kingdom
$1.57M -$2.71M -24,609 -60%
LF
238
Lee Financial
Texas
$1.56M -$54K -490 -3%
CGH
239
Crossmark Global Holdings
Texas
$1.56M -$2.54K -23 -0.1%
SWRP
240
Summit Wealth & Retirement Planning
California
$1.54M -$1.68M -15,194 -49%
NFG
241
Nations Financial Group
Iowa
$1.54M +$206K +1,869 +13%
XF
242
XML Financial
Maryland
$1.53M +$290K +2,626 +20%
CAN
243
Cetera Advisor Networks
California
$1.52M +$600K +5,446 +53%
GLA
244
Good Life Advisors
Pennsylvania
$1.49M -$26.7K -242 -2%
HPC
245
Hobart Private Capital
North Carolina
$1.48M -$45.2K -410 -3%
CRCM
246
Corbett Road Capital Management
Virginia
$1.46M -$1.55M -14,093 -48%
IUHSA
247
Itau Unibanco Holding S.A.
Brazil
$1.45M
FAAS
248
First Allied Advisory Services
California
$1.41M +$226K +2,050 +16%
AGA
249
Arkos Global Advisors
Texas
$1.4M -$141K -1,278 -8%
CA
250
Cetera Advisors
Colorado
$1.38M -$280K -2,544 -15%

EMB Hedge Fund Activity: Q1 2020 in Review

604 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2020, worth a combined $8.87B — down 27% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of EMB and 81 opened new positions — a net loss of 41 holders — while 250 trimmed existing stakes and 214 added.

The largest buyer was JP Morgan Chase, adding an estimated $561M. The largest seller was Bank of Nova Scotia, cutting an estimated $274M.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2020, down from 656 in Q4 2019.
  • Funds reported $8.87B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2020 and 122 closed out, a net change of -41 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $561M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2020 was Bank of Nova Scotia, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.