We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

383 hedge funds and large institutions have $6.29B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2016 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 142 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $83.9M | Put options by funds: $31.6M

48% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 52

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

17% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 121

6% more funds holding

Funds holding: 363383 (+20)

0.63% more ownership

Funds ownership: 78.13%78.75% (+0.63%)

15% less capital invested

Capital invested by funds: $7.44B → $6.29B (-$1.15B)

Holders
383
Holders Change
+20
Holders Change %
+5.51%
% of All Funds
9.57%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.63%
New
77
Increased
142
Reduced
121
Closed
52
Calls
$83.9M
Puts
$31.6M
Net Calls
+$52.3M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
276
James Investment Research
Ohio
$333K +$42.9K +382 +14%
HWA
277
HCR Wealth Advisors
California
$330K +$383K +3,411 New
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$325K +$230K +2,046 +220%
PA
279
Pinnacle Associates
New York
$325K +$331K +2,952 New
MLM
280
Mount Lucas Management
Pennsylvania
$321K -$83.5K -744 -20%
WCWM
281
Wooster Corthell Wealth Management
Connecticut
$321K +$128K +1,138 +64%
ACM
282
Arlington Capital Management
Illinois
$296K +$84.6K +754 +39%
PFPT
283
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K +$301K +2,680 New
NEIRG
284
New England Investment & Retirement Group
Massachusetts
$292K +$297K +2,650 New
WCM
285
Windsor Capital Management
Arizona
$284K -$191K -1,699 -40%
ABC
286
Associated Banc-Corp
Wisconsin
$283K +$18.4K +164 +7%
RPGK
287
Retirement Planning Group (Kansas)
Kansas
$276K -$18.1K -161 -6%
GS
288
Girard Securities
California
$272K +$53.2K +474 +24%
APP
289
Avantax Planning Partners
Iowa
$271K +$276K +2,461 New
ST
290
Spinnaker Trust
Maine
$266K
CAN
291
Cetera Advisor Networks
California
$261K -$27.4K -244 -9%
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$255K +$27.8K +248 +12%
MSAM
293
Moloney Securities Asset Management
Missouri
$252K +$256K +2,285 New
HH
294
Hilltop Holdings
Texas
$245K -$192K -1,707 -43%
RFC
295
Regions Financial Corp
Alabama
$245K -$34.4K -307 -12%
CG
296
Colony Group
Massachusetts
$245K -$224 -2 -0.1%
WI
297
Wintrust Investments
Illinois
$241K +$246K +2,191 New
BB
298
Busey Bank
Illinois
$231K +$235K +2,097 New
BC
299
Bartlett & Co
Ohio
$223K +$180K +1,605 +382%
NHC
300
Nicholas Hoffman & Company
Georgia
$222K +$225K +2,008 New

EMB Hedge Fund Activity: Q4 2016 in Review

383 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2016, worth a combined $6.29B — down 15% from $7.44B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new EMB positions and 52 closed out — a net gain of 25 holders — while 142 added to existing stakes and 121 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $516M.

  • 383 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2016, up from 363 in Q3 2016.
  • Funds reported $6.29B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2016, down 15% quarter-over-quarter.
  • 77 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2016 and 52 closed out, a net change of +25 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2016 was Royal Bank of Canada, an estimated $189M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2016 was JP Morgan Chase, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2016.