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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $8.87B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.68% less ownership

Funds ownership: 77.23%76.55% (-0.68%)

8% less funds holding

Funds holding: 656604 (-52)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

27% less capital invested

Capital invested by funds: $12.1B → $8.87B (-$3.26B)

34% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 122

85% less call options, than puts

Call options by funds: $149M | Put options by funds: $1.01B

Holders
604
Holders Change
-52
Holders Change %
-7.93%
% of All Funds
13.31%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
81
Increased
214
Reduced
250
Closed
122
Calls
$149M
Puts
$1.01B
Net Calls
-$865M
Net Calls Change
-$974M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
301
Prudential Financial
New Jersey
$816K -$41.8M -379,286 -98%
PIMG
302
Patriot Investment Management Group
Tennessee
$802K -$90.8K -824 -9%
FFG
303
Ford Financial Group
California
$798K +$220 +2 +0%
AG
304
AlphaSimPlex Group
Massachusetts
$797K -$706K -6,403 -44%
MPW
305
MA Private Wealth
California
$791K +$902K +8,186 New
PCWA
306
Pacific Capital Wealth Advisors
California
$790K -$16.8K -152 -2%
BRWA
307
B. Riley Wealth Advisors
Florida
$784K +$37.3K +338 +4%
CFD
308
Creative Financial Designs
Indiana
$780K -$2.33M -21,118 -72%
Millennium Management
309
Millennium Management
New York
$779K -$10.4M -94,095 -92%
AIFAIM
310
American Institute for Advanced Investment Management
Arizona
$763K +$870K +7,888 New
TD Asset Management
311
TD Asset Management
Ontario, Canada
$754K
WWM
312
Western Wealth Management
Colorado
$735K +$298K +2,699 +55%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$732K +$834K +7,568 New
BA
314
Ballew Advisors
Mississippi
$729K -$4.08K -37 -0.5%
BRWM
315
B. Riley Wealth Management
Tennessee
$714K +$13.3K +121 +2%
SWP
316
Summit Wealth Partners
Florida
$705K -$326K -2,957 -29%
HMS
317
Hanseatic Management Services
New Mexico
$700K +$52K +472 +7%
PWM
318
Perigon Wealth Management
California
$690K +$750K +6,804 New
Man Group
319
Man Group
United Kingdom
$686K -$71.4M -647,534 -99%
FAIM
320
Financial Advocates Investment Management
Washington
$686K -$317K -2,877 -29%
PGAM
321
Princeton Global Asset Management
New Jersey
$686K +$1.54K +14 +0.2%
Baird Financial Group
322
Baird Financial Group
Wisconsin
$678K +$51K +463 +7%
SAM
323
Securian Asset Management
Minnesota
$677K
W
324
WealthOne
New York
$676K -$285K -2,586 -27%
CAM
325
Concorde Asset Management
Michigan
$676K -$25.7K -233 -3%

EMB Hedge Fund Activity: Q1 2020 in Review

604 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2020, worth a combined $8.87B — down 27% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of EMB and 81 opened new positions — a net loss of 41 holders — while 250 trimmed existing stakes and 214 added.

The largest buyer was JP Morgan Chase, adding an estimated $561M. The largest seller was Bank of Nova Scotia, cutting an estimated $274M.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2020, down from 656 in Q4 2019.
  • Funds reported $8.87B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2020 and 122 closed out, a net change of -41 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $561M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2020 was Bank of Nova Scotia, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.