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iShares JPMorgan USD Emerging Markets Bond ETF

511 hedge funds and large institutions have $9.16B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 238 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 157

2% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 58

1% less capital invested

Capital invested by funds: $9.23B → $9.16B (-$71.3M)

1% less funds holding

Funds holding: 517511 (-6)

2.04% less ownership

Funds ownership: 77.45%75.41% (-2%)

24% less funds holding in top 10

Funds holding in top 10: 5139 (-12)

67% less call options, than puts

Call options by funds: $212M | Put options by funds: $637M

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
11.71%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.89%
New
59
Increased
238
Reduced
157
Closed
58
Calls
$212M
Puts
$637M
Net Calls
-$425M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
276
Regal Investment Advisors
Michigan
$947K +$21K +185 +2%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$917K -$124K -1,090 -12%
MRC
278
Millburn Ridgefield Corp
New York
$911K -$632K -5,561 -41%
Creative Planning
279
Creative Planning
Kansas
$884K -$212K -1,866 -19%
PAA
280
Peregrine Asset Advisers
Oregon
$874K +$795 +7 +0.1%
CAM
281
Concorde Asset Management
Michigan
$873K +$348K +3,062 +65%
JWS
282
Juncture Wealth Strategies
Arizona
$864K +$64.3K +566 +8%
M&T Bank
283
M&T Bank
New York
$847K -$261K -2,295 -23%
CIR
284
Clear Investment Research
Georgia
$841K +$56.1K +494 +7%
LWAC
285
Laurel Wealth Advisors (California)
California
$826K +$122K +1,076 +17%
BA
286
Ballew Advisors
Mississippi
$818K +$14.7K +129 +2%
BAC
287
Boys Arnold & Co
North Carolina
$813K +$37.4K +329 +5%
MWM
288
Mission Wealth Management
California
$800K +$26.9K +237 +3%
Rafferty Asset Management
289
Rafferty Asset Management
New York
$790K -$795K -7,000 -50%
FCBT
290
First Citizens Bank & Trust
North Carolina
$783K +$17K +150 +2%
AWM
291
Altium Wealth Management
New York
$780K -$37.1K -327 -5%
NEIRG
292
New England Investment & Retirement Group
Massachusetts
$775K
AT
293
Arden Trust
Delaware
$759K -$17.5K -154 -2%
PAG
294
Pinnacle Advisory Group
Maryland
$744K +$307K +2,700 +69%
CG
295
Colony Group
Massachusetts
$723K -$81.8K -720 -10%
HSA
296
HBK Sorce Advisory
Pennsylvania
$723K +$66.2K +583 +10%
GRP
297
Global Retirement Partners
California
$703K +$162K +1,423 +30%
NFG
298
Nations Financial Group
Iowa
$701K +$18.4K +162 +3%
LRIA
299
Leonard Rickey Investment Advisors
Washington
$677K +$267K +2,354 +65%
UA
300
Unison Advisors
District of Columbia
$675K -$622K -5,480 -48%

EMB Hedge Fund Activity: Q1 2018 in Review

511 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2018, worth a combined $9.16B — down 0.77% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EMB positions and 58 closed out — a net gain of 1 holder — while 238 added to existing stakes and 157 trimmed.

The largest buyer was UBS Group, adding an estimated $426M. The largest seller was JP Morgan Chase, cutting an estimated $272M.

  • 511 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2018, down from 517 in Q4 2017.
  • Funds reported $9.16B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2018, down 0.77% quarter-over-quarter.
  • 59 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2018 and 58 closed out, a net change of +1 holder.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2018 was UBS Group, an estimated $426M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2018 was JP Morgan Chase, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2018.