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iShares JPMorgan USD Emerging Markets Bond ETF

517 hedge funds and large institutions have $9.23B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 35

83% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 120

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

17% more funds holding

Funds holding: 442517 (+75)

2.36% more ownership

Funds ownership: 75.09%77.45% (+2.4%)

4% more capital invested

Capital invested by funds: $8.91B → $9.23B (+$319M)

72% less call options, than puts

Call options by funds: $148M | Put options by funds: $532M

Holders
517
Holders Change
+75
Holders Change %
+16.97%
% of All Funds
11.73%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.16%
New
113
Increased
219
Reduced
120
Closed
35
Calls
$148M
Puts
$532M
Net Calls
-$384M
Net Calls Change
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$784K +$62K +536 +9%
LWAC
302
Laurel Wealth Advisors (California)
California
$757K -$10.4K -90 -1%
KA
303
Kovack Advisors
Florida
$753K +$324K +2,799 +76%
APA
304
American Portfolios Advisors
New York
$751K +$748K +6,470 New
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$746K -$84.9K -734 -10%
Citadel Advisors
306
Citadel Advisors
Florida
$730K -$220K -1,900 -23%
VWM
307
Venturi Wealth Management
Texas
$727K +$225K +1,946 +45%
CTA
308
Chesley Taft & Associates
Illinois
$719K +$46.3K +400 +7%
ACP
309
Aveo Capital Partners
Colorado
$704K -$8.67K -75 -1%
NFG
310
Nations Financial Group
Iowa
$702K +$118K +1,024 +20%
LFAS
311
Level Four Advisory Services
Texas
$695K +$311K +2,689 +82%
IP
312
Intellectus Partners
California
$693K +$458K +3,960 +197%
MD
313
Money Design
Japan
$692K +$11.3K +98 +2%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$689K +$12.3K +106 +2%
CAN
315
Cetera Advisor Networks
California
$682K +$275K +2,379 +67%
JG
316
Jefferies Group
New York
$680K +$677K +5,856 New
HSA
317
HBK Sorce Advisory
Pennsylvania
$671K +$32.4K +280 +5%
PFPT
318
Pinnacle Financial Partners (Tennessee)
Tennessee
$664K
ATC
319
Argent Trust Co
Tennessee
$659K
WI
320
WrapManager Inc
California
$648K -$7.29K -63 -1%
T
321
Thomaspartners
Massachusetts
$648K +$16.5K +143 +3%
WC
322
Wexford Capital
Florida
$643K -$807K -6,981 -56%
ARMC
323
American Research & Management Company
Massachusetts
$641K
WIC
324
Woodmont Investment Counsel
Tennessee
$631K +$628K +5,432 New
VC
325
Vicus Capital
Pennsylvania
$618K +$37.2K +322 +6%

EMB Hedge Fund Activity: Q4 2017 in Review

517 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2017, worth a combined $9.23B — up 3.6% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EMB positions and 35 closed out — a net gain of 78 holders — while 219 added to existing stakes and 120 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $206M. The largest seller was Windhaven Investment Management, cutting an estimated $370M.

  • 517 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2017, up from 442 in Q3 2017.
  • Funds reported $9.23B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2017, up 3.6% quarter-over-quarter.
  • 113 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2017 and 35 closed out, a net change of +78 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2017 was Dai-ichi Life Insurance Company, an estimated $206M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2017 was Windhaven Investment Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.