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iShares JPMorgan USD Emerging Markets Bond ETF

656 hedge funds and large institutions have $12.1B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 290 increasing their positions, 155 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

87% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 155

29% more call options, than puts

Call options by funds: $481M | Put options by funds: $373M

14% more funds holding

Funds holding: 576656 (+80)

6% more capital invested

Capital invested by funds: $11.4B → $12.1B (+$732M)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.73% more ownership

Funds ownership: 75.49%77.23% (+1.7%)

Holders
656
Holders Change
+80
Holders Change %
+13.89%
% of All Funds
12.93%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
148
Increased
290
Reduced
155
Closed
60
Calls
$481M
Puts
$373M
Net Calls
+$109M
Net Calls Change
+$662M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$1.45M -$1.37M -12,134 -49%
FAAS
302
First Allied Advisory Services
California
$1.43M +$36.4K +322 +3%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$1.42M -$40K -354 -3%
FFC
304
Fure Financial Corporation
Minnesota
$1.41M +$1.39M +12,306 New
TPWA
305
TRUE Private Wealth Advisors
Oregon
$1.4M +$76.4K +676 +6%
C1AG
306
Client 1st Advisory Group
Florida
$1.39M +$1.37M +12,156 New
SAM
307
Sompo Asset Management
Japan
$1.39M -$1.36M -12,070 -50%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$1.39M -$23.3K -206 -2%
CCA
309
Column Capital Advisors
Indiana
$1.36M +$1.35M +11,918 New
SIA
310
Sovereign Investment Advisors
Arizona
$1.35M +$1.33M +11,800 New
BWA
311
BDO Wealth Advisors
Florida
$1.34M +$1.33M +11,729 New
KM
312
Kalos Management
Georgia
$1.34M -$88.9K -787 -6%
CFG
313
CKW Financial Group
Hawaii
$1.34M +$343K +3,034 +35%
MFGP
314
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.34M +$193K +1,707 +17%
DAS
315
Dynamic Advisor Solutions
Arizona
$1.34M +$25.3K +224 +2%
CA
316
Crewe Advisors
Utah
$1.34M -$139K -1,228 -10%
CT
317
Columbia Trust
Oregon
$1.32M +$1.3M +11,530 New
GEM
318
Global Endowment Management
North Carolina
$1.29M +$390K +3,450 +44%
AWM
319
Avior Wealth Management
Nebraska
$1.29M +$42.7K +378 +3%
ACS
320
Archford Capital Strategies
Illinois
$1.26M +$1.25M +11,042 New
EI
321
Ellevest Inc
New York
$1.25M +$317K +2,809 +35%
SA
322
Sunesis Advisors
Kansas
$1.23M -$34.1K -302 -3%
GVAG
323
Great Valley Advisor Group
Delaware
$1.23M +$31.2K +276 +3%
NP
324
NorthRock Partners
Minnesota
$1.23M -$3.59M -31,745 -98%
HH
325
Hilltop Holdings
Texas
$1.22M +$592K +5,237 +96%