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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
MWM
326
Mattern Wealth Management
Kansas
$673K -$1.36M -12,370 -64%
EAMA
327
EFG Asset Management (Americas)
Florida
$667K +$373K +3,380 +96%
RSWM
328
Robertson Stephens Wealth Management
California
$642K -$1.72M -15,563 -70%
ATC
329
Argent Trust Co
Tennessee
$641K +$61.3K +556 +9%
Jane Street
330
Jane Street
New York
$639K +$729K +6,608 New
SF
331
Synovus Financial
Georgia
$609K +$193K +1,754 +39%
CFG
332
Cooper Financial Group
California
$604K -$453K -4,111 -40%
WIC
333
Woodmont Investment Counsel
Tennessee
$602K -$57.9K -525 -8%
ACM
334
AlphaStar Capital Management
North Carolina
$599K -$459K -4,160 -40%
5L
335
55I LLC
Massachusetts
$598K -$236K -2,140 -27%
MHR
336
Matthew Hamilton Rosenberg
$595K +$678K +6,152 New
QCIG
337
Quad-Cities Investment Group
Iowa
$592K +$111K +1,009 +20%
AWM
338
Apollon Wealth Management
South Carolina
$589K +$672K +6,097 New
EWM
339
Empirical Wealth Management
Washington
$586K -$97.2K -882 -13%
CT
340
Coastline Trust
Rhode Island
$585K -$444K -4,025 -40%
CCA
341
Column Capital Advisors
Indiana
$584K -$647K -5,873 -49%
DBT
342
Dubuque Bank & Trust
Iowa
$577K +$265K +2,400 +67%
ABC
343
Associated Banc-Corp
Wisconsin
$575K -$3.75K -34 -0.6%
MWM
344
Mission Wealth Management
California
$571K -$74.4K -675 -10%
WS
345
Wedbush Securities
California
$571K +$12.6K +114 +2%
AWA
346
Arete Wealth Advisors
Illinois
$557K -$1.28M -11,615 -67%
PAMG
347
Patton Albertson Miller Group
Tennessee
$556K +$25.9K +235 +4%
SFP
348
Strategic Financial Partners
Oregon
$552K +$24.6K +223 +4%
BWM
349
BerganKDV Wealth Management
Minnesota
$552K +$147K +1,334 +30%
GC
350
Grimes & Company
Massachusetts
$544K +$621K +5,631 New

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.