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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
VCA
251
Verdence Capital Advisors
Maryland
$1.77M +$166K +1,475 +10%
HW
252
Hancock Whitney
Mississippi
$1.76M -$268K -2,388 -13%
BEI
253
Benjamin Edwards Inc
Missouri
$1.75M +$1.77M +15,790 New
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$1.74M -$12.8K -114 -0.7%
XF
255
XML Financial
Maryland
$1.74M +$3.82K +34 +0.2%
GC
256
Grimes & Company
Massachusetts
$1.74M +$234K +2,085 +15%
WP
257
WealthSource Partners
California
$1.74M +$64.1K +571 +4%
WQ
258
Wealth Quarterback
New Jersey
$1.73M
GRP
259
Global Retirement Partners
California
$1.73M -$130K -1,162 -7%
BCM
260
Brookstone Capital Management
Illinois
$1.71M -$142K -1,268 -8%
ACS
261
Archford Capital Strategies
Illinois
$1.7M +$66.5K +592 +4%
BFC
262
Blue Fin Capital
Rhode Island
$1.7M -$13.3K -118 -0.8%
SS
263
Simplicity Solutions
Minnesota
$1.68M +$436K +3,879 +35%
IUHSA
264
Itau Unibanco Holding S.A.
Brazil
$1.66M
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$1.64M +$88.8K +791 +6%
IAN
266
Integrated Advisors Network
Texas
$1.62M +$320K +2,846 +24%
WB
267
WesBanco Bank
West Virginia
$1.6M +$1.62M +14,397 New
DAS
268
Dynamic Advisor Solutions
Arizona
$1.55M +$226K +2,013 +17%
CFG
269
Citizens Financial Group
Rhode Island
$1.52M +$302K +2,693 +24%
MBT
270
Montecito Bank & Trust
California
$1.52M -$766K -6,822 -33%
OR
271
Olympiad Research
Connecticut
$1.52M -$1.15M -10,268 -43%
DBT
272
Dubuque Bank & Trust
Iowa
$1.5M +$164K +1,463 +12%
BHWM
273
Bar Harbor Wealth Management
New Hampshire
$1.48M -$105K -933 -7%
SWP
274
Stratos Wealth Partners
Ohio
$1.48M +$229K +2,042 +18%
BAMG
275
Brand Asset Management Group
Missouri
$1.47M +$146K +1,301 +11%

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.