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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
VCP
251
Verus Capital Partners
Arizona
$1.36M +$417K +3,780 +37%
AAS
252
Avantax Advisory Services
Texas
$1.33M +$1.01M +9,117 +197%
HW
253
Hancock Whitney
Mississippi
$1.3M -$1.19M -10,752 -44%
EI
254
Ellevest Inc
New York
$1.29M +$272K +2,467 +23%
SS
255
Simplicity Solutions
Minnesota
$1.26M +$44.8K +406 +3%
KM
256
Kalos Management
Georgia
$1.23M +$36K +327 +3%
SCA
257
Snowden Capital Advisors
New York
$1.23M -$14.2K -129 -1%
IAN
258
Integrated Advisors Network
Texas
$1.22M -$5.21M -47,219 -79%
BFM
259
Broadview Financial Management
Wisconsin
$1.21M -$1.12M -10,156 -45%
NNP
260
Nachman Norwood & Parrott
South Carolina
$1.18M -$429K -3,894 -24%
MD
261
Money Design
Japan
$1.18M +$1.34M +12,189 New
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$1.17M +$601K +5,451 +82%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$1.17M +$1.87K +17 +0.1%
CM
264
Columbus Macro
Pennsylvania
$1.15M +$598K +5,427 +84%
SIA
265
Sovereign Investment Advisors
Arizona
$1.14M
CT
266
Columbia Trust
Oregon
$1.14M +$27.7K +251 +2%
CA
267
Crewe Advisors
Utah
$1.13M
CFG
268
CKW Financial Group
Hawaii
$1.12M +$21.5K +195 +2%
RA
269
Riversedge Advisors
Delaware
$1.11M -$340K -3,086 -21%
DAS
270
Dynamic Advisor Solutions
Arizona
$1.11M -$19.5K -177 -2%
BBVA
271
Banco Bilbao Vizcaya Argentaria
Spain
$1.1M +$255K +2,313 +25%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$1.09M +$154K +1,395 +14%
M&T Bank
273
M&T Bank
New York
$1.08M +$1.23M +11,162 New
Barclays
274
Barclays
United Kingdom
$1.06M -$140M -1,266,322 -99%
BCP
275
Blackhawk Capital Partners
Wisconsin
$1.02M +$162K +1,471 +20%

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.