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iShares JPMorgan USD Emerging Markets Bond ETF

656 hedge funds and large institutions have $12.1B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 290 increasing their positions, 155 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 60

87% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 155

29% more call options, than puts

Call options by funds: $481M | Put options by funds: $373M

14% more funds holding

Funds holding: 576656 (+80)

6% more capital invested

Capital invested by funds: $11.4B → $12.1B (+$732M)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.73% more ownership

Funds ownership: 75.49%77.23% (+1.7%)

Holders
656
Holders Change
+80
Holders Change %
+13.89%
% of All Funds
12.93%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.95%
New
148
Increased
290
Reduced
155
Closed
60
Calls
$481M
Puts
$373M
Net Calls
+$109M
Net Calls Change
+$662M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
351
Pinnacle Financial Partners (Tennessee)
Tennessee
$998K +$14K +124 +1%
Lido Advisors
352
Lido Advisors
California
$998K +$68.8K +609 +8%
SC
353
Slow Capital
California
$994K -$40.6K -359 -4%
CW
354
CreativeOne Wealth
Kansas
$990K +$151K +1,337 +18%
GC
355
Gilbert & Cook
Iowa
$973K +$175K +1,548 +22%
PCWA
356
Pacific Capital Wealth Advisors
California
$954K +$941K +8,325 New
FFG
357
Ford Financial Group
California
$945K +$56.9K +504 +7%
IWM
358
IHT Wealth Management
Illinois
$931K -$67.1K -594 -7%
SI
359
Stephens Inc
Arkansas
$926K +$8.13K +72 +0.9%
5L
360
55I LLC
Massachusetts
$922K -$109K -966 -11%
CPO
361
Cerity Partners OCIO
New York
$905K -$35.9K -318 -4%
CAS
362
Cascadia Advisory Services
Oregon
$905K +$892K +7,898 New
BPC
363
Banque Pictet & Cie
Switzerland
$896K +$10.1K +89 +1%
TD Asset Management
364
TD Asset Management
Ontario, Canada
$894K
CA
365
Continuum Advisory
Idaho
$892K +$522K +4,616 +146%
BRWA
366
B. Riley Wealth Advisors
Florida
$890K +$202K +1,791 +30%
BA
367
Ballew Advisors
Mississippi
$868K -$1.7K -15 -0.2%
CA
368
Calton & Associates
Florida
$858K +$71.1K +629 +9%
BCP
369
Blackhawk Capital Partners
Wisconsin
$845K
BRWM
370
B. Riley Wealth Management
Tennessee
$831K -$226K -2,001 -22%
ACP
371
Aveo Capital Partners
Colorado
$829K +$52.5K +465 +7%
CAM
372
Concorde Asset Management
Michigan
$827K +$161K +1,424 +25%
AWM
373
Alterna Wealth Management
Texas
$827K +$478K +4,229 +142%
BBHC
374
Brown Brothers Harriman & Co
New York
$817K +$707K +6,261 +716%
Creative Planning
375
Creative Planning
Kansas
$810K +$121K +1,073 +18%

EMB Hedge Fund Activity: Q4 2019 in Review

656 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2019, worth a combined $12.1B — up 6.4% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new EMB positions and 60 closed out — a net gain of 88 holders — while 290 added to existing stakes and 155 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $94.2M. The largest seller was ING Group, exiting entirely with an estimated $181M sold.

  • 656 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2019, up from 576 in Q3 2019.
  • Funds reported $12.1B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 148 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2019 and 60 closed out, a net change of +88 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2019 was SG Americas Securities, an estimated $94.2M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2019 was ING Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2019.