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iShares JPMorgan USD Emerging Markets Bond ETF

546 hedge funds and large institutions have $11.3B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2018 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 181 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

30% more funds holding in top 10

Funds holding in top 10: 3343 (+10)

11% more funds holding

Funds holding: 494546 (+52)

0.7% less ownership

Funds ownership: 79.41%78.71% (-0.7%)

2% less capital invested

Capital invested by funds: $11.6B → $11.3B (-$249M)

8% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 196

25% less call options, than puts

Call options by funds: $839M | Put options by funds: $1.11B

Holders
546
Holders Change
+52
Holders Change %
+10.53%
% of All Funds
12.17%
Holding in Top 10
43
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+30.3%
% of All Funds
0.96%
New
123
Increased
181
Reduced
196
Closed
64
Calls
$839M
Puts
$1.11B
Net Calls
-$276M
Net Calls Change
+$452M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Altium Wealth Management
New York
$487K -$114K -1,087 -19%
WP
352
WealthShield Partners
North Carolina
$484K -$146K -1,397 -23%
KWM
353
Kingsview Wealth Management
Oregon
$476K -$282K -2,693 -37%
AA
354
Alesco Advisors
New York
$475K
ACP
355
Aveo Capital Partners
Colorado
$471K +$732 +7 +0.2%
BHWM
356
Bay Harbor Wealth Management
Maryland
$468K +$471K +4,500 New
AWM
357
Alterna Wealth Management
Texas
$467K +$470K +4,496 New
IC
358
Innealta Capital
Texas
$456K +$459K +4,390 New
SF
359
Synovus Financial
Georgia
$454K -$4.39K -42 -0.9%
UA
360
Unison Advisors
District of Columbia
$451K -$33.4K -319 -7%
RIA
361
Regal Investment Advisors
Michigan
$447K +$5.65K +54 +1%
LRIA
362
Leonard Rickey Investment Advisors
Washington
$441K +$120K +1,146 +37%
BUB
363
BBVA USA Bancshares
Texas
$440K +$213K +2,034 +92%
FAM
364
Flaharty Asset Management
Florida
$436K +$3.45K +33 +0.8%
CA
365
Continuum Advisory
Idaho
$429K +$79.5K +760 +23%
BPC
366
Banque Pictet & Cie
Switzerland
$418K -$1.9M -18,137 -82%
JIR
367
James Investment Research
Ohio
$418K -$110K -1,050 -21%
LFAS
368
Level Four Advisory Services
Texas
$417K -$58.6K -560 -12%
ACP
369
Arcus Capital Partners
Georgia
$416K +$10.5K +100 +3%
Cetera Investment Advisers
370
Cetera Investment Advisers
Illinois
$415K -$348K -3,328 -45%
MAM
371
Marquette Asset Management
Minnesota
$415K -$2.51K -24 -0.6%
VV
372
Valentine Ventures
Oregon
$412K +$414K +3,961 New
H
373
Hexavest
Quebec, Canada
$410K +$67.8K +648 +20%
CL
374
CPWM LLC
Washington
$408K +$3.14K +30 +0.8%
PA
375
Parallel Advisors
California
$406K +$273K +2,613 +201%

EMB Hedge Fund Activity: Q4 2018 in Review

546 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2018, worth a combined $11.3B — down 2.1% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new EMB positions and 64 closed out — a net gain of 59 holders — while 181 added to existing stakes and 196 trimmed.

The largest buyer was NWI Management, adding an estimated $288M. The largest seller was JP Morgan Chase, cutting an estimated $669M.

  • 546 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2018, up from 494 in Q3 2018.
  • Funds reported $11.3B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2018, down 2.1% quarter-over-quarter.
  • 123 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2018 and 64 closed out, a net change of +59 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2018 was NWI Management, an estimated $288M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $669M sold.

Based on aggregated 13F filings for Q4 2018.