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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
FIA
376
Foundations Investment Advisors
Arizona
$808K +$448K +3,966 +128%
SAM
377
Securian Asset Management
Minnesota
$802K
UAS
378
United Asset Strategies
New York
$797K +$523K +4,632 +199%
KWM
379
Kingsview Wealth Management
Oregon
$795K +$9.15K +81 +1%
EWM
380
Empirical Wealth Management
Washington
$795K +$69.3K +613 +10%
Wealth Enhancement Advisory Services
381
Wealth Enhancement Advisory Services
Minnesota
$789K +$216K +1,914 +38%
HIM
382
HawsGoodwin Investment Management
Tennessee
$783K +$772K +6,833 New
HMS
383
Hanseatic Management Services
New Mexico
$775K +$494K +4,368 +182%
WIC
384
Woodmont Investment Counsel
Tennessee
$774K -$121K -1,075 -14%
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$764K +$72.4K +641 +11%
VWA
386
V Wealth Advisors
Kansas
$758K
MWM
387
Mission Wealth Management
California
$754K -$62K -549 -8%
Baird Financial Group
388
Baird Financial Group
Wisconsin
$750K -$853K -7,549 -54%
CM
389
Columbus Macro
Pennsylvania
$742K +$732K +6,475 New
BAC
390
Boys Arnold & Co
North Carolina
$733K +$12K +106 +2%
LFAS
391
Level Four Advisory Services
Texas
$727K +$179K +1,587 +46%
ATC
392
Argent Trust Co
Tennessee
$696K +$2.03K +18 +0.3%
OC
393
Oppenheimer & Co
New York
$692K +$400K +3,540 +141%
ABC
394
Associated Banc-Corp
Wisconsin
$686K +$31.2K +276 +5%
DI
395
Disciplined Investments
Oklahoma
$681K +$672K +5,949 New
CRWM
396
Castle Rock Wealth Management
California
$680K +$352K +3,115 +113%
PA
397
Parallel Advisors
California
$665K +$53K +469 +9%
WS
398
Wedbush Securities
California
$664K +$654K +5,792 New
DE
399
Day & Ennis
Georgia
$649K +$54.7K +484 +9%
GIA
400
Gladstone Institutional Advisory
Florida
$641K -$29.6K -262 -4%

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.