We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

414 hedge funds and large institutions have $7.46B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 118 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 118

36% more funds holding in top 10

Funds holding in top 10: 2534 (+9)

19% more capital invested

Capital invested by funds: $6.29B → $7.46B (+$1.17B)

8% more funds holding

Funds holding: 383414 (+31)

3.88% less ownership

Funds ownership: 78.75%74.87% (-3.9%)

81% less call options, than puts

Call options by funds: $2.92M | Put options by funds: $15.1M

Holders
414
Holders Change
+31
Holders Change %
+8.09%
% of All Funds
10.31%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.85%
New
70
Increased
181
Reduced
118
Closed
30
Calls
$2.92M
Puts
$15.1M
Net Calls
-$12.1M
Net Calls Change
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
301
Cetera Advisor Networks
California
$355K +$89K +790 +34%
LNC
302
Lincoln National Corp
Pennsylvania
$345K +$342K +3,034 New
JIR
303
James Investment Research
Ohio
$344K
PSUF
304
People's United Financial
Connecticut
$342K +$339K +3,008 New
HWA
305
HCR Wealth Advisors
California
$341K
DE
306
Day & Ennis
Georgia
$340K +$337K +2,991 New
DWT
307
Dorsey & Whitney Trust
South Dakota
$336K +$334K +2,964 New
FWIA
308
Fort Washington Investment Advisors
Ohio
$330K +$327K +2,905 New
CWM
309
Confluence Wealth Management
Oregon
$328K -$54.4K -483 -14%
AG
310
Appleton Group
Wisconsin
$327K -$98.5K -875 -23%
WI
311
WrapManager Inc
California
$322K +$319K +2,832 New
GS
312
Girard Securities
California
$315K +$33.7K +299 +12%
FIM
313
Fernwood Investment Management
Massachusetts
$315K +$312K +2,770 New
KC
314
Kingfisher Capital
North Carolina
$308K +$305K +2,710 New
PAG
315
Pinnacle Advisory Group
Maryland
$302K +$299K +2,654 New
PA
316
Pinnacle Associates
New York
$300K -$35.7K -317 -11%
ABC
317
Associated Banc-Corp
Wisconsin
$294K +$2.03K +18 +0.7%
TSS
318
Two Sigma Securities
New York
$293K +$67.6K +600 +30%
RPGK
319
Retirement Planning Group (Kansas)
Kansas
$284K
WCM
320
Windsor Capital Management
Arizona
$283K -$9.8K -87 -3%
LFAS
321
Level Four Advisory Services
Texas
$282K +$279K +2,479 New
Jane Street
322
Jane Street
New York
$280K -$999K -8,873 -78%
APP
323
Avantax Planning Partners
Iowa
$279K -$901 -8 -0.3%
EWA
324
EP Wealth Advisors
California
$275K +$273K +2,421 New
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$267K +$3.15K +28 +1%

EMB Hedge Fund Activity: Q1 2017 in Review

414 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2017, worth a combined $7.46B — up 19% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EMB positions and 30 closed out — a net gain of 40 holders — while 181 added to existing stakes and 118 trimmed.

The largest buyer was BlackRock, adding an estimated $413M. The largest seller was Aozora Bank, cutting an estimated $202M.

  • 414 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2017, up from 383 in Q4 2016.
  • Funds reported $7.46B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2017, up 19% quarter-over-quarter.
  • 70 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2017 and 30 closed out, a net change of +40 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2017 was BlackRock, an estimated $413M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2017 was Aozora Bank, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2017.