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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
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$32K -$788 -7 -2%
MA
377
MCF Advisors
Kentucky
$32K +$31.5K +280 New
MA
378
MUFG Americas
New York
$31K +$30.6K +272 New
WCG
379
Wall Capital Group
Arizona
$26K +$26K +231 New
SF
380
Synovus Financial
Georgia
$23K
FANJ
381
Financial Architects (New Jersey)
New Jersey
$22K -$10.4K -92 -32%
AAP
382
Arax Advisory Partners
Colorado
$19K -$28K -249 -59%
AC
383
Alexandria Capital
Virginia
$19K
WEC
384
Winslow Evans & Crocker
Massachusetts
$18.8K +$6.76K +60 +57%
DOA
385
D'Orazio & Associates
Virginia
$18K
MCM
386
McKinley Capital Management
Alaska
$18K
WTB
387
Washington Trust Bank
Washington
$16K -$533K -4,735 -97%
MFBTD
388
MB Financial Bank - Trust Department
Illinois
$16K +$16.1K +143 New
SFG
389
SevenBridge Financial Group
Pennsylvania
$14K -$19.9K -177 -59%
CFG
390
Citizens Financial Group
Rhode Island
$14K -$3.72K -33 -21%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$450 +4 +3%
CFN
392
Cordasco Financial Network
Florida
$12K
CFA
393
Carroll Financial Associates
North Carolina
$12K +$563 +5 +5%
TCOV
394
Trust Company of Vermont
Vermont
$12K +$12.1K +107 New
PCTC
395
Perkins Coie Trust Company
Washington
$11K
VIA
396
Vantage Investment Advisors
Pennsylvania
$10K
AF
397
Allworth Financial
California
$8K +$3.15K +28 +61%
PB
398
Pinnacle Bancorp
Nebraska
$8K +$8.11K +72 New
APSP
399
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K -$8K -71 -53%
PK
400
Pflug Koory
Nebraska
$7K

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.