We are live on ! Find out more
EMB icon

iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $12.2B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 276 increasing their positions, 192 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 192

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

10% more capital invested

Capital invested by funds: $11.1B → $12.2B (+$1.14B)

1% more funds holding

Funds holding: 600604 (+4)

0.78% less ownership

Funds ownership: 75.76%74.99% (-0.78%)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

71% less call options, than puts

Call options by funds: $683M | Put options by funds: $2.39B

Holders
604
Holders Change
+4
Holders Change %
+0.67%
% of All Funds
12.19%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
0.83%
New
71
Increased
276
Reduced
192
Closed
60
Calls
$683M
Puts
$2.39B
Net Calls
-$1.7B
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Apollon Wealth Management
South Carolina
$872K +$23.2K +207 +3%
MFG
327
MidWestOne Financial Group
Iowa
$869K +$425K +3,788 +94%
M&T Bank
328
M&T Bank
New York
$855K -$9.32K -83 -1%
ECM
329
ExodusPoint Capital Management
New York
$849K -$253K -2,250 -23%
CCA
330
Column Capital Advisors
Indiana
$846K -$154K -1,370 -15%
SIAS
331
Shine Investment Advisory Services
Colorado
$845K
SWP
332
Summit Wealth Partners
Florida
$829K -$29K -258 -3%
Toronto Dominion Bank
333
Toronto Dominion Bank
Ontario, Canada
$826K +$837K +7,451 New
WS
334
Wedbush Securities
California
$822K +$40.4K +360 +5%
Prudential Financial
335
Prudential Financial
New Jersey
$815K -$129K -1,151 -14%
MWM
336
Mission Wealth Management
California
$804K +$23.9K +213 +3%
SCA
337
Snowden Capital Advisors
New York
$804K +$45.8K +408 +6%
BRWA
338
B. Riley Wealth Advisors
Florida
$790K +$19.1K +170 +2%
MHR
339
Matthew Hamilton Rosenberg
$772K +$3.93K +35 +0.5%
FP
340
Financial Perspectives
Minnesota
$769K +$223K +1,982 +40%
ACA
341
Atlas Capital Advisors
Wyoming
$764K -$64.2K -572 -8%
QCIG
342
Quad-Cities Investment Group
Iowa
$754K +$78.5K +699 +11%
MCM
343
Maryland Capital Management
Maryland
$748K +$155K +1,383 +26%
BA
344
Ballew Advisors
Mississippi
$732K -$98.7K -879 -12%
KWM
345
Kingsview Wealth Management
Oregon
$724K -$104K -927 -12%
AWA
346
Arete Wealth Advisors
Illinois
$716K -$795K -7,079 -52%
EAMA
347
EFG Asset Management (Americas)
Florida
$712K -$56.3K -501 -7%
HCP
348
Hexagon Capital Partners
Arkansas
$710K +$727K +6,473 New
HPC
349
Hobart Private Capital
North Carolina
$674K -$489K -4,355 -42%
SBL
350
Sargent Bickham Lagudis
Colorado
$674K +$650K +5,784 +1,974%

EMB Hedge Fund Activity: Q3 2020 in Review

604 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q3 2020, worth a combined $12.2B — up 10% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EMB positions and 60 closed out — a net gain of 11 holders — while 276 added to existing stakes and 192 trimmed.

The largest buyer was UBS Group, adding an estimated $269M. The largest seller was Victory Capital Management, exiting entirely with an estimated $170M sold.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q3 2020, up from 600 in Q2 2020.
  • Funds reported $12.2B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 71 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q3 2020 and 60 closed out, a net change of +11 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q3 2020 was UBS Group, an estimated $269M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q3 2020 was Victory Capital Management, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2020.