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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
WP
426
WealthShield Partners
North Carolina
$528K +$37.6K +333 +8%
SF
427
Synovus Financial
Georgia
$524K +$62K +549 +14%
SCU
428
Spinnaker Capital (UK)
United Kingdom
$522K +$515K +4,555 New
H
429
Hexavest
Quebec, Canada
$515K
CCFM
430
Clear Creek Financial Management
Washington
$512K +$220K +1,946 +75%
N
431
Natixis
France
$509K -$313K -2,770 -38%
FAM
432
Flaharty Asset Management
Florida
$509K +$565 +5 +0.1%
BWM
433
BerganKDV Wealth Management
Minnesota
$502K +$27.9K +247 +6%
PCG
434
Private Capital Group
Connecticut
$493K +$337K +2,979 +225%
AT
435
Arden Trust
Delaware
$487K -$2.15K -19 -0.4%
MCM
436
Maryland Capital Management
Maryland
$482K +$11.9K +105 +3%
QI
437
QS Investors
New York
$479K +$35.8K +317 +8%
ACP
438
Arcus Capital Partners
Georgia
$477K +$6.78K +60 +1%
JIP
439
Jaffetilchin Investment Partners
Florida
$474K -$13.3K -118 -3%
OL
440
Optas LLC
Texas
$473K +$466K +4,128 New
TT
441
TI-Trust
Illinois
$462K +$456K +4,032 New
Invesco
442
Invesco
Georgia
$458K -$1.63M -14,400 -78%
LFG
443
LifePlan Financial Group
Ohio
$458K +$15.3K +135 +3%
SWG
444
Summit Wealth Group
Vermont
$453K +$447K +3,956 New
SWM
445
SeaCrest Wealth Management
New York
$452K
OPA
446
Old Port Advisors
Maine
$436K +$71.9K +636 +20%
FNT
447
First National Trust
Pennsylvania
$435K +$148K +1,310 +53%
CWS
448
Cypress Wealth Services
California
$433K +$53.9K +477 +14%
RFWA
449
RPg Family Wealth Advisory
Massachusetts
$430K +$4.29K +38 +1%
BWL
450
Bogart Wealth LLC
Virginia
$427K +$51.9K +459 +14%

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.