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iShares JPMorgan USD Emerging Markets Bond ETF

517 hedge funds and large institutions have $9.23B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 219 increasing their positions, 120 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 35

83% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 120

24% more funds holding in top 10

Funds holding in top 10: 4151 (+10)

17% more funds holding

Funds holding: 442517 (+75)

2.36% more ownership

Funds ownership: 75.09%77.45% (+2.4%)

4% more capital invested

Capital invested by funds: $8.91B → $9.23B (+$319M)

72% less call options, than puts

Call options by funds: $148M | Put options by funds: $532M

Holders
517
Holders Change
+75
Holders Change %
+16.97%
% of All Funds
11.73%
Holding in Top 10
51
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+24.39%
% of All Funds
1.16%
New
113
Increased
219
Reduced
120
Closed
35
Calls
$148M
Puts
$532M
Net Calls
-$384M
Net Calls Change
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
376
White Lighthouse Investment Management
Massachusetts
$350K +$349K +3,015 New
DWT
377
Dorsey & Whitney Trust
South Dakota
$341K +$5.32K +46 +2%
TSS
378
Two Sigma Securities
New York
$337K +$44.5K +385 +15%
IWC
379
Integrated Wealth Concepts
Massachusetts
$337K +$335K +2,895 New
KSA
380
Ken Stern & Associates
California
$336K +$335K +2,896 New
IP
381
Investment Partners
Ohio
$335K +$131K +1,132 +65%
ABC
382
Associated Banc-Corp
Wisconsin
$329K +$13.9K +120 +4%
PAS
383
Partnervest Advisory Services
California
$325K
CA
384
Calton & Associates
Florida
$323K +$323K +2,793 New
KWM
385
Kingsview Wealth Management
Oregon
$321K +$320K +2,763 New
APP
386
Avantax Planning Partners
Iowa
$312K +$32.3K +279 +12%
FHA
387
Flagship Harbor Advisors
Massachusetts
$308K +$310K +2,679 New
BPCE
388
Bank Pictet & Cie (Europe)
Germany
$303K
BRWA
389
B. Riley Wealth Advisors
Florida
$300K +$7.75K +67 +3%
Koshinski Asset Management
390
Koshinski Asset Management
Illinois
$298K -$3.58K -31 -1%
BWM
391
Bernicke Wealth Management
Wisconsin
$298K +$296K +2,563 New
TH
392
Timber Hill
Connecticut
$290K +$289K +2,495 New
MA
393
Mutual Advisors
Nebraska
$290K +$289K +2,501 New
RPGK
394
Retirement Planning Group (Kansas)
Kansas
$287K
FI
395
FormulaFolio Investments
Michigan
$280K +$279K +2,413 New
WCM
396
Windsor Capital Management
Arizona
$278K -$7.17K -62 -3%
Wolverine Trading
397
Wolverine Trading
Illinois
$269K -$885K -7,656 -77%
RTS
398
Round Table Services
New Jersey
$268K +$35.5K +307 +15%
FIAS
399
FinTrust Investment Advisory Services
South Carolina
$265K -$7.52K -65 -3%
SFG
400
StrategIQ Financial Group
Indiana
$251K +$36.5K +316 +17%

EMB Hedge Fund Activity: Q4 2017 in Review

517 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q4 2017, worth a combined $9.23B — up 3.6% from $8.91B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new EMB positions and 35 closed out — a net gain of 78 holders — while 219 added to existing stakes and 120 trimmed.

The largest buyer was Dai-ichi Life Insurance Company, opening a new position worth an estimated $206M. The largest seller was Windhaven Investment Management, cutting an estimated $370M.

  • 517 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q4 2017, up from 442 in Q3 2017.
  • Funds reported $9.23B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q4 2017, up 3.6% quarter-over-quarter.
  • 113 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q4 2017 and 35 closed out, a net change of +78 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q4 2017 was Dai-ichi Life Insurance Company, an estimated $206M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q4 2017 was Windhaven Investment Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.