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iShares JPMorgan USD Emerging Markets Bond ETF

604 hedge funds and large institutions have $8.87B invested in iShares JPMorgan USD Emerging Markets Bond ETF in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4848 (0)

0.68% less ownership

Funds ownership: 77.23%76.55% (-0.68%)

8% less funds holding

Funds holding: 656604 (-52)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

27% less capital invested

Capital invested by funds: $12.1B → $8.87B (-$3.26B)

34% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 122

85% less call options, than puts

Call options by funds: $149M | Put options by funds: $1.01B

Holders
604
Holders Change
-52
Holders Change %
-7.93%
% of All Funds
13.31%
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.06%
New
81
Increased
214
Reduced
250
Closed
122
Calls
$149M
Puts
$1.01B
Net Calls
-$865M
Net Calls Change
-$974M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
376
Foster & Motley
Ohio
$436K +$497K +4,506 New
H
377
Hexavest
Quebec, Canada
$434K
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$434K +$122K +1,110 +33%
GC
379
Gilbert & Cook
Iowa
$430K -$446K -4,047 -48%
PFG
380
PAX Financial Group
Texas
$429K -$626K -5,679 -56%
CWS
381
Cypress Wealth Services
California
$428K +$70.8K +642 +17%
WC
382
Wealth CMT
New Jersey
$428K +$173K +1,568 +55%
Creative Planning
383
Creative Planning
Kansas
$425K -$294K -2,668 -38%
VM
384
VPR Management
Texas
$416K +$474K +4,300 New
SWG
385
Summit Wealth Group
Vermont
$415K +$37.2K +337 +9%
LWPC
386
Legacy Wealth Partners (California)
California
$409K -$3.27M -29,702 -88%
ACP
387
Arcus Capital Partners
Georgia
$405K +$3.42K +31 +0.7%
MFGP
388
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K -$832K -7,543 -65%
AWM
389
Alterna Wealth Management
Texas
$399K -$340K -3,087 -43%
OL
390
Optas LLC
Texas
$399K
ARMC
391
American Research & Management Company
Massachusetts
$397K +$54K +490 +14%
CG
392
Colony Group
Massachusetts
$388K -$1.44M -13,031 -76%
HGWM
393
Horst & Graben Wealth Management
Oregon
$386K +$441K +3,996 New
PWPS
394
Pinnacle Wealth Planning Services
Ohio
$380K +$434K +3,941 New
WP
395
WealthShield Partners
North Carolina
$379K -$75.4K -684 -15%
PCM
396
Parsons Capital Management
Rhode Island
$378K +$25.6K +232 +6%
NP
397
NorthRock Partners
Minnesota
$376K +$351K +3,181 +564%
NGA
398
Naples Global Advisors
Florida
$372K +$91.5K +830 +27%
BUB
399
BBVA USA Bancshares
Texas
$371K -$176K -1,594 -29%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$367K +$160K +1,453 +62%

EMB Hedge Fund Activity: Q1 2020 in Review

604 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) for Q1 2020, worth a combined $8.87B — down 27% from $12.1B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of EMB and 81 opened new positions — a net loss of 41 holders — while 250 trimmed existing stakes and 214 added.

The largest buyer was JP Morgan Chase, adding an estimated $561M. The largest seller was Bank of Nova Scotia, cutting an estimated $274M.

  • 604 institutional investors held iShares JPMorgan USD Emerging Markets Bond ETF (EMB) as of Q1 2020, down from 656 in Q4 2019.
  • Funds reported $8.87B of iShares JPMorgan USD Emerging Markets Bond ETF stock for Q1 2020, down 27% quarter-over-quarter.
  • 81 funds opened new iShares JPMorgan USD Emerging Markets Bond ETF positions in Q1 2020 and 122 closed out, a net change of -41 holders.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $561M added.
  • The largest iShares JPMorgan USD Emerging Markets Bond ETF seller in Q1 2020 was Bank of Nova Scotia, an estimated $274M sold.

Based on aggregated 13F filings for Q1 2020.