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
W
351
WealthOne
New York
$664K -$4.04K -36 -0.6%
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$653K +$215K +1,911 +48%
ABC
353
Associated Banc-Corp
Wisconsin
$649K -$12.5K -111 -2%
PWM
354
Perigon Wealth Management
California
$645K -$98.8K -880 -13%
Fidelity Investments
355
Fidelity Investments
Massachusetts
$634K +$79.7K +710 +14%
CT
356
Coastline Trust
Rhode Island
$622K -$18.5K -165 -3%
FAM
357
Flaharty Asset Management
Florida
$578K +$26.7K +238 +5%
EWM
358
Empirical Wealth Management
Washington
$573K -$79.1K -704 -12%
BWM
359
BerganKDV Wealth Management
Minnesota
$568K -$53K -472 -8%
IWM
360
IHT Wealth Management
Illinois
$566K -$42.2K -376 -7%
BF
361
BOK Financial
Oklahoma
$565K +$30.7K +273 +6%
KPWS
362
Kestra Private Wealth Services
Texas
$562K +$569K +5,067 New
FWM
363
Frontier Wealth Management
Missouri
$551K -$115K -1,025 -17%
AG
364
AlphaSimPlex Group
Massachusetts
$550K
CS
365
Comerica Securities
Michigan
$550K +$33.4K +297 +6%
ATC
366
Argent Trust Co
Tennessee
$548K +$55.9K +498 +11%
CAM
367
Concorde Asset Management
Michigan
$547K -$56.3K -501 -9%
ACP
368
Aveo Capital Partners
Colorado
$547K +$554K +4,932 New
AA
369
Alesco Advisors
New York
$546K
MWC
370
MKD Wealth Coaches
Michigan
$516K -$3.36M -29,947 -87%
RCAG
371
Rehmann Capital Advisory Group
Michigan
$516K -$23.5K -209 -4%
FIM
372
Fernwood Investment Management
Massachusetts
$507K +$192K +1,712 +60%
CIA
373
Choate Investment Advisors
Massachusetts
$504K +$111K +985 +28%
H
374
Hexavest
Quebec, Canada
$498K
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$495K +$19.4K +173 +4%

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.