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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $12.2B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 276 increasing their positions, 192 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 192

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $11.1B → $12.2B (+$1.14B)

1% more funds holding

Funds holding: 600604 (+4)

0.78% less ownership

Funds ownership: 75.76%74.99% (-0.78%)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

71% less call options, than puts

Call options by funds: $683M | Put options by funds: $2.39B

Holders
604
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
12.19%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
71
Increased
276
Reduced
192
Closed
60
Calls
$683M
Puts
$2.39B
Net Calls
-$1.7B
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
226
Lineweaver Wealth Advisors
Ohio
$2.23M -$6.51K -58 -0.3%
Bank Julius Baer & Co
227
Bank Julius Baer & Co
Switzerland
$2.22M -$4.6M -40,927 -67%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$2.22M
EWA
229
Evolution Wealth Advisors
Florida
$2.16M +$27.6K +246 +1%
RIM
230
Rampart Investment Management
Connecticut
$2.12M -$294K -2,617 -12%
AP
231
Agilis Partners
Massachusetts
$2.1M
RA
232
Riversedge Advisors
Delaware
$2.1M +$101K +902 +5%
SFS
233
Sowell Financial Services
Arkansas
$2.02M +$193K +1,721 +10%
ACA
234
Ackerman Capital Advisors
Texas
$1.96M -$4.61K -41 -0.2%
EI
235
Ellevest Inc
New York
$1.96M +$275K +2,452 +16%
NFG
236
Nations Financial Group
Iowa
$1.96M +$109K +972 +6%
AGA
237
Arkos Global Advisors
Texas
$1.94M +$295K +2,626 +18%
Comerica Bank
238
Comerica Bank
Texas
$1.93M +$640K +5,698 +49%
CPO
239
Cerity Partners OCIO
New York
$1.87M +$24.9K +222 +1%
HR
240
Hardy Reed
Mississippi
$1.87M -$308K -2,742 -14%
CFA
241
Cahill Financial Advisors
Minnesota
$1.86M +$22.9K +204 +1%
CM
242
Columbus Macro
Pennsylvania
$1.86M -$728K -6,481 -28%
WG
243
Winton Group
United Kingdom
$1.85M +$1.88M +16,727 New
CRCM
244
Corbett Road Capital Management
Virginia
$1.8M -$180K -1,601 -9%
SMFG
245
Sumitomo Mitsui Financial Group
Japan
$1.8M +$127K +1,130 +7%
CGH
246
Crossmark Global Holdings
Texas
$1.79M -$458K -4,074 -20%
MFM
247
Mirsky Financial Management
New York
$1.79M +$59.7K +532 +3%
LF
248
Lee Financial
Texas
$1.78M -$5.05K -45 -0.3%
KAS
249
Kestra Advisory Services
Texas
$1.78M +$1.8M +16,001 New
CAAS
250
Capital Asset Advisory Services
Michigan
$1.77M -$31.3K -279 -2%

EMB Hedge Fund Activity: Q3 2020 in Review

604 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2020, worth a combined $12.2B — up 10% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EMB positions and 60 closed out — a net gain of 11 holders — while 276 added to existing stakes and 192 trimmed.

The largest buyer was UBS Group, adding an estimated $269M. The largest seller was Victory Capital Management, exiting entirely with an estimated $170M sold.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2020, up from 600 in Q2 2020.
  • Funds reported $12.2B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 71 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2020 and 60 closed out, a net change of +11 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2020 was UBS Group, an estimated $269M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2020 was Victory Capital Management, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2020.