We are live on ! Find out more
EMB icon

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
WAS
401
Wealth Advisory Solutions
Indiana
$634K +$625K +5,532 New
PAMG
402
Patton Albertson Miller Group
Tennessee
$632K +$623K +5,518 New
MFM
403
Mirsky Financial Management
New York
$630K +$622K +5,501 New
SFP
404
Strategic Financial Partners
Oregon
$629K +$620K +5,490 New
CG
405
Cutler Group
California
$622K -$1.14M -10,074 -65%
BUB
406
BBVA USA Bancshares
Texas
$622K +$65.2K +577 +12%
ED
407
Exane Derivatives
France
$615K +$21.9K +194 +4%
CA
408
Commerzbank Aktiengesellschaft
Germany
$593K -$215K -1,900 -27%
QCIG
409
Quad-Cities Investment Group
Iowa
$586K +$182K +1,615 +46%
FCBT
410
First Citizens Bank & Trust
North Carolina
$573K -$105K -926 -16%
VSWA
411
Vontobel Swiss Wealth Advisors
Switzerland
$573K
MRC
412
Millburn Ridgefield Corp
New York
$566K +$143K +1,266 +34%
BF
413
BOK Financial
Oklahoma
$564K -$7K -62 -1%
PCA
414
Personal Capital Advisors
California
$564K +$556K +4,921 New
WWM
415
Western Wealth Management
Colorado
$561K -$111K -980 -17%
RCA
416
Resonant Capital Advisors
Wisconsin
$557K +$549K +4,862 New
VFM
417
Vivid Financial Management
California
$553K +$540K +4,781 New
RCA
418
Rowland Carmichael Advisors
Arizona
$550K +$70K +620 +15%
BCM
419
Bayesian Capital Management
New York
$548K +$540K +4,780 New
AA
420
Alesco Advisors
New York
$546K
RIA
421
Regal Investment Advisors
Michigan
$545K -$9.38K -83 -2%
PO
422
Private Ocean
California
$539K -$191K -1,692 -26%
HP
423
Hartree Partners
New York
$536K +$529K +4,680 New
TCM
424
Traynor Capital Management
Pennsylvania
$533K +$3.73K +33 +0.7%
AAS
425
Avantax Advisory Services
Texas
$529K +$175K +1,545 +50%

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.