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iShares JPMorgan USD Emerging Markets Bond ETF

414 hedge funds and large institutions have $7.46B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 118 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 30

53% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 118

36% more funds holding in top 10

Funds holding in top 10: 2534 (+9)

19% more capital invested

Capital invested by funds: $6.29B → $7.46B (+$1.17B)

8% more funds holding

Funds holding: 383414 (+31)

3.88% less ownership

Funds ownership: 78.75%74.87% (-3.9%)

81% less call options, than puts

Call options by funds: $2.92M | Put options by funds: $15.1M

Holders
414
Holders Change
+31
Holders Change %
+8.09%
% of All Funds
10.31%
Holding in Top 10
34
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+36%
% of All Funds
0.85%
New
70
Increased
181
Reduced
118
Closed
30
Calls
$2.92M
Puts
$15.1M
Net Calls
-$12.1M
Net Calls Change
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
351
Anchor Investment Management
South Carolina
$135K -$11.3K -100 -8%
CIR
352
Clear Investment Research
Georgia
$121K -$1.24K -11 -1%
SWA
353
Sutton Wealth Advisors
Florida
$120K -$676 -6 -0.6%
IPC
354
Independent Portfolio Consultants
Florida
$112K -$303K -2,690 -73%
AA
355
Advisory Alpha
Michigan
$102K +$101K +901 New
HCA
356
Harbour Capital Advisors
Virginia
$88.1K +$87.3K +775 New
AIP
357
Ameritas Investment Partners
Nebraska
$87K -$8.45K -75 -9%
CHC
358
City Holding Co
West Virginia
$79K
WA
359
WFG Advisors
Texas
$77K -$11.6K -103 -13%
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K +$9.01K +80 +13%
BKA
361
Brick & Kyle Associates
Pennsylvania
$64K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$62K -$35.2K -313 -37%
KF
363
Krilogy Financial
Missouri
$61K
LWM
364
LBA Wealth Management
Florida
$59K +$56.3K +500 +2,273%
CCA
365
Catalyst Capital Advisors
New York
$57K
PVH
366
Psagot Value Holdings
Israel
$57K
KTC
367
Kistler-Tiffany Companies
Pennsylvania
$52K
AIM
368
Advantage Investment Management
Iowa
$44K +$32.3K +287 +287%
IWM
369
IHT Wealth Management
Illinois
$41K +$113 +1 +0.3%
WTC
370
WhitTier Trust Company
Nevada
$36K
LNB
371
Ledyard National Bank
$36K +$36K +320 New
HDIM
372
Hanson & Doremus Investment Management
Vermont
$35K -$4.73K -42 -12%
RCA
373
Rowland Carmichael Advisors
Arizona
$34K -$81.6K -725 -71%
MRCM
374
M&R Capital Management
New Jersey
$34K
First Manhattan
375
First Manhattan
New York
$34K +$34.3K +305 New

EMB Hedge Fund Activity: Q1 2017 in Review

414 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2017, worth a combined $7.46B — up 19% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EMB positions and 30 closed out — a net gain of 40 holders — while 181 added to existing stakes and 118 trimmed.

The largest buyer was BlackRock, adding an estimated $413M. The largest seller was Aozora Bank, cutting an estimated $202M.

  • 414 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2017, up from 383 in Q4 2016.
  • Funds reported $7.46B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2017, up 19% quarter-over-quarter.
  • 70 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2017 and 30 closed out, a net change of +40 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2017 was BlackRock, an estimated $413M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2017 was Aozora Bank, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2017.